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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr edge msci minm held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr edge msci minm by HBK Sorce Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $480k | 14k | 35.69 |
2023-09-30 | $451k | 14k | 33.05 |
2023-06-30 | $591k | 17k | 34.28 |
2023-03-31 | $2.3M | 45k | 52.14 |
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 |