Stifel Financial Corp Ishares Msci Usa Small Cap Min Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$32.29 - $37.71 $208,302 - $243,267	-6,451 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$35.29 - $39.15 $56,887 - $63,109	-1,612 Reduced 19.99%	6,451 $240,000
Q4 2021 Feb 14, 2022	BUY	$36.63 - $39.41 $1,538 - $1,655	42 Added 0.52%	8,063 $315,000
Q3 2021 Nov 15, 2021	SELL	$36.89 - $39.03 $11,583 - $12,255	-314 Reduced 3.77%	8,021 $298,000
Q2 2021 Aug 13, 2021	SELL	$36.77 - $38.54 $10,332 - $10,829	-281 Reduced 3.26%	8,335 $317,000
Q1 2021 May 14, 2021	SELL	$33.53 - $38.04 $2.21 Million - $2.51 Million	-65,943 Reduced 88.44%	8,616 $318,000
Q4 2020 Feb 12, 2021	BUY	$29.43 - $33.96 $109,008 - $125,787	3,704 Added 5.23%	74,559 $2.53 Million
Q3 2020 Nov 16, 2020	BUY	$28.46 - $31.09 $2.02 Million - $2.2 Million	70,855 New	70,855 $2.07 Million
Q4 2019 Feb 13, 2020	SELL	$33.75 - $35.48 $1.49 Million - $1.57 Million	-44,246 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$33.28 - $34.72 $1.47 Million - $1.54 Million	44,246 New	44,246 $1.52 Million
Q1 2019 May 14, 2019	SELL	$28.7 - $32.39 $1.85 Million - $2.09 Million	-64,525 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$27.82 - $32.39 $1.8 Million - $2.09 Million	64,525 New	64,525 $1.87 Million

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

$45.8 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$33.7 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$26.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$18.1 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$14.9 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

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