Sanford Advisory Services, LLC Ishares Msci Usa Small Cap Min Transaction History

Sanford Advisory Services, LLC

$420 Million
Q4 2022

A detailed history of Sanford Advisory Services, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 34,244 shares of SMMV stock, worth $1.51 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

34,244

Previous 23,858 43.53%

Holding current value

$1.51 Million

Previous $761,000 55.58%

% of portfolio

0.28%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$32.04 - $36.32 $332,767 - $377,219	10,386 Added 43.53%	34,244 $1.18 Million
Q3 2022 Nov 09, 2022	SELL	$31.91 - $37.05 $10,721 - $12,448	-336 Reduced 1.39%	23,858 $761,000
Q2 2022 Jul 28, 2022	SELL	$32.29 - $37.71 $10,042 - $11,727	-311 Reduced 1.27%	24,194 $824,000
Q1 2022 Jul 28, 2022	SELL	$35.29 - $39.15 $221,974 - $246,253	-6,290 Reduced 20.43%	24,505 $911,000
Q4 2021 Jul 28, 2022	SELL	$36.63 - $39.41 $144,175 - $155,117	-3,936 Reduced 11.33%	30,795 $1.2 Million
Q3 2021 Jul 28, 2022	SELL	$36.89 - $39.03 $441,683 - $467,306	-11,973 Reduced 25.64%	34,731 $1.29 Million
Q2 2021 Jul 28, 2022	BUY	$36.77 - $38.54 $34,968 - $36,651	951 Added 2.08%	46,704 $1.78 Million
Q1 2021 Jul 28, 2022	SELL	$33.53 - $38.04 $933,877 - $1.06 Million	-27,852 Reduced 37.84%	45,753 $1.69 Million
Q4 2020 Jul 28, 2022	BUY	$29.43 - $33.96 $2.17 Million - $2.5 Million	73,605 New	73,605 $2.49 Million

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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Sanford Advisory Services, LLC Ishares Msci Usa Small Cap Min Transaction History