Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Msci Usa Small Cap Min Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$40.26 - $44.35 $9,179 - $10,111	-228 Reduced 91.57%	21 $0
Q3 2024 Nov 08, 2024	SELL	$36.99 - $40.84 $14,352 - $15,845	-388 Reduced 60.91%	249 $10,000
Q2 2024 Aug 13, 2024	BUY	$35.43 - $37.76 $22,568 - $24,053	637 New	637 $23,000
Q1 2023 May 10, 2023	BUY	$33.4 - $36.77 $3,640 - $4,007	109 New	109 $3,000
Q2 2022 Aug 10, 2022	SELL	$32.29 - $37.71 $4,197 - $4,902	-130 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$35.29 - $39.15 $4,587 - $5,089	130 New	130 $4,000

Others Institutions Holding SMMV

# of Institutions

136

Shares Held

6.12M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.19M
Shares

$48.2 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

594K
Shares

$24.1 Million
0.06% of portfolio
Envestnet Asset Management Inc

572K
Shares

$23.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$16.6 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

326K
Shares

$13.2 Million
0.01% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MIN

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