HBK Sorce Advisory LLC
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 1379995
ERIE, PA
All Filings in SMMV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 SMMV | $229,241 | 5,325 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 SMMV | $278,736 | 6,635 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 SMMV | $286,834 | 6,920 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 SMMV | $299,216 | 7,217 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SMMV | $432,928 | 10,611 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 SMMV | $440,528 | 11,812 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 SMMV | $450,486 | 12,029 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 SMMV | $480,066 | 13,451 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 SMMV | $451,363 | 13,657 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 SMMV | $590,507 | 17,226 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 SMMV | $755,711 | 21,791 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 SMMV | $1,656,648 | 47,880 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 SMMV | $880,428 | 27,591 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 SMMV | $1,007,177 | 29,562 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 SMMV | $1,602,606 | 43,104 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 SMMV | $2,878,783 | 73,645 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 SMMV | $3,379,174 | 91,132 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 SMMV | $4,092,533 | 107,585 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 SMMV | $7,426,012 | 201,520 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 SMMV | $27,168,664 | 801,672 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 SMMV | $19,345,188 | 662,053 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 SMMV | $573,480 | 19,782 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 SMMV | $239,489 | 9,261 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||