Mbe Wealth Management, LLC Ishares Msci Usa Small Cap Min Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$24.04 - $30.77 $19,712 - $25,231	-820 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$22.24 - $36.32 $18,236 - $29,782	820 New	820 $21,000

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

6.02M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$43.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$32 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$25.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$17.2 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$14.1 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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