Ishares Tr edge msci minm shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Ishares Tr edge msci minm
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Quarterly reported holdings in Ishares Tr edge msci minm by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 5.4k | 43.02 |
| 2025-06-30 | $279k | 6.6k | 42.01 |
| 2025-03-31 | $287k | 6.9k | 41.45 |
| 2024-12-31 | $299k | 7.2k | 41.46 |
| 2024-09-30 | $433k | 11k | 40.80 |
| 2024-06-30 | $441k | 12k | 37.30 |
| 2024-03-31 | $451k | 12k | 37.45 |
| 2023-12-31 | $480k | 14k | 35.69 |
| 2023-09-30 | $451k | 14k | 33.05 |
| 2023-06-30 | $591k | 17k | 34.28 |
| 2023-03-31 | $756k | 22k | 34.68 |
| 2022-12-31 | $1.7M | 48k | 34.61 |
| 2022-09-30 | $881k | 28k | 31.93 |
| 2022-06-30 | $1.0M | 30k | 34.06 |
| 2022-03-31 | $1.6M | 43k | 37.19 |
| 2021-12-31 | $2.9M | 74k | 39.09 |
| 2021-09-30 | $3.4M | 91k | 37.08 |
| 2021-06-30 | $4.1M | 108k | 38.04 |
| 2021-03-31 | $7.4M | 202k | 36.85 |
| 2020-12-31 | $27M | 802k | 33.89 |
| 2020-09-30 | $19M | 662k | 29.22 |
| 2020-06-30 | $573k | 20k | 28.97 |
| 2020-03-31 | $239k | 9.3k | 25.81 |