Verde Capital Management Ishares Msci Usa Small Cap Min Transaction History

Verde Capital Management

$320 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$29.43 - $33.96 $966,540 - $1.12 Million	-32,842 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$28.46 - $31.09 $934,683 - $1.02 Million	32,842 New	32,842 $960,000

Others Institutions Holding SMMV

# of Institutions

126

Shares Held

5.98M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.02M
Shares

$42.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

862K
Shares

$35.7 Million
0.08% of portfolio
Envestnet Asset Management Inc

691K
Shares

$28.6 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$16.9 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$13.9 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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