Wealth Quarterback LLC Ishares Msci Usa Small Cap Min Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$32.29 - $37.71 $1,000 - $1,169	-31 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$36.89 - $39.03 $36 - $39	1 Added 3.33%	31 $2,000
Q2 2021 Aug 11, 2021	BUY	$36.77 - $38.54 $1,103 - $1,156	30 New	30 $2,000

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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