Fortune Financial Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

Fortune Financial Advisors, LLC

$110 Billion
Q4 2024

A detailed history of Fortune Financial Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 13,145 shares of SMMV stock, worth $556,427. This represents 0.5% of its overall portfolio holdings.

Number of Shares

13,145

Previous 13,319 1.31%

Holding current value

$556,427

Previous $543 Million 0.29%

% of portfolio

0.5%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$40.26 - $44.35 $7,005 - $7,716	-174 Reduced 1.31%	13,145 $545 Million
Q3 2024 Oct 24, 2024	SELL	$36.99 - $40.84 $9,691 - $10,700	-262 Reduced 1.93%	13,319 $543 Million
Q2 2024 Jul 16, 2024	SELL	$35.43 - $37.76 $921 - $981	-26 Reduced 0.19%	13,581 $507 Million
Q1 2024 Apr 23, 2024	SELL	$35.11 - $37.45 $13,376 - $14,268	-381 Reduced 2.72%	13,607 $510 Million
Q4 2023 Jan 25, 2024	SELL	$32.1 - $35.91 $95,593 - $106,939	-2,978 Reduced 17.55%	13,988 $499 Million
Q3 2023 Oct 25, 2023	SELL	$33.03 - $35.21 $6,606 - $7,042	-200 Reduced 1.17%	16,966 $561 Million
Q2 2023 Aug 07, 2023	BUY	$33.12 - $35.11 $568,537 - $602,698	17,166 New	17,166 $588 Million

Others Institutions Holding SMMV

# of Institutions

136

Shares Held

6.39M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
Sector ETFs
Industry ETFs

More about SMMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortune Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortune Financial Advisors, LLC with notifications on news.

Account

Fortune Financial Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History