CAPTRUST FINANCIAL ADVISORS
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 1512024
RALEIGH, NC
All Filings in SMMV
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMMV | $456,495 | 10,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMMV | $453,491 | 10,466 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SMMV | $450,561 | 10,466 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 SMMV | $446,398 | 10,626 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 SMMV | $440,447 | 10,626 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SMMV | $440,553 | 10,626 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SMMV | $427,747 | 10,484 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SMMV | $424,566 | 11,384 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 SMMV | $464,267 | 12,397 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SMMV | $460,329 | 12,898 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SMMV | $448,752 | 13,578 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 SMMV | $509,023 | 14,849 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 SMMV | $522,488 | 15,066 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 SMMV | $745,630 | 21,550 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 SMMV | $3,757,211 | 117,744 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 SMMV | $3,564,028 | 104,609 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 SMMV | $1,870,414 | 50,307 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 SMMV | $1,417,833 | 36,271 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 SMMV | $2,225,282 | 60,013 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 SMMV | $3,107,791 | 81,698 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||