Td Capital Management LLC Ishares Msci Usa Small Cap Min Transaction History

Td Capital Management LLC

$990 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 16, 2023	BUY	$33.12 - $35.11 $66 - $70	2 Added 0.24%	850 $29,000
Q1 2023 May 02, 2023	BUY	$33.4 - $36.77 $28,323 - $31,180	848 New	848 $29,000

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

$45.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$33.4 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$26.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$18 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$14.8 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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