Pds Planning, Inc Ishares Msci Usa Small Cap Min Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$22.24 - $36.32 $147,673 - $241,164	-6,640 Closed	0 $0
Q1 2019 Apr 19, 2019	BUY	$28.7 - $32.39 $190,568 - $215,069	6,640 New	6,640 $214,000

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$42.7 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$31.4 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$24.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$16.9 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$13.9 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

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