Certified Advisory Corp Ishares Msci Usa Small Cap Min Transaction History

Certified Advisory Corp

$910 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$32.04 - $36.32 $1,313 - $1,489	41 Added 0.37%	11,135 $385,000
Q3 2022 Nov 14, 2022	BUY	$31.91 - $37.05 $45,758 - $53,129	1,434 Added 14.84%	11,094 $354,000
Q2 2022 Aug 15, 2022	BUY	$32.29 - $37.71 $710 - $829	22 Added 0.23%	9,660 $329,000
Q1 2022 May 13, 2022	BUY	$35.29 - $39.15 $21,703 - $24,077	615 Added 6.82%	9,638 $358,000
Q4 2021 Feb 14, 2022	BUY	$36.63 - $39.41 $19,633 - $21,123	536 Added 6.32%	9,023 $353,000
Q3 2021 Nov 15, 2021	BUY	$36.89 - $39.03 $46,592 - $49,294	1,263 Added 17.48%	8,487 $315,000
Q2 2021 Aug 16, 2021	SELL	$36.77 - $38.54 $15,884 - $16,649	-432 Reduced 5.64%	7,224 $275,000
Q1 2021 May 10, 2021	SELL	$33.53 - $38.04 $1.05 Million - $1.19 Million	-31,379 Reduced 80.39%	7,656 $282,000
Q2 2020 Jul 27, 2020	BUY	$24.04 - $30.77 $938,401 - $1.2 Million	39,035 New	39,035 $1.13 Million

Others Institutions Holding SMMV

# of Institutions

131

Shares Held

5.98M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$43.6 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$32.1 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$25.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$17.3 Million
0.02% of portfolio
Wealth Management Resources, Inc.

283K
Shares

$12 Million
4.33% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

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