Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Msci Usa Small Cap Min Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 30, 2020	SELL	$24.04 - $30.77 $40,868 - $52,309	-1,700 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$22.24 - $36.32 $37,808 - $61,744	1,700 New	1,700 $44,000

Others Institutions Holding SMMV

# of Institutions

142

Shares Held

6.55M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.26M
Shares

$54.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

497K
Shares

$21.5 Million
0.04% of portfolio
Envestnet Asset Management Inc

462K
Shares

$19.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$17.6 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

385K
Shares

$16.6 Million
0.02% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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