Kestra Advisory Services, LLC
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 1830819
AUSTIN, TX
All Filings in SMMV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMMV | $3,177,847 | 72,858 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 SMMV | $3,186,878 | 73,549 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SMMV | $3,336,848 | 77,511 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SMMV | $632,796 | 15,063 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 SMMV | $606,828 | 14,640 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SMMV | $612,778 | 14,780 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SMMV | $1,224,489 | 30,012 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 SMMV | $1,117,209 | 29,956 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SMMV | $1,157,504 | 30,908 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SMMV | $1,174,879 | 32,919 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SMMV | $1,845,280 | 55,833 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 SMMV | $2,054,674 | 59,938 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 SMMV | $2,158,968 | 62,254 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 SMMV | $2,251,491 | 65,072 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 SMMV | $2,622,970 | 82,199 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 SMMV | $2,355,770 | 69,145 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 SMMV | $2,729,755 | 73,420 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 SMMV | $3,006,685 | 76,917 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 SMMV | $3,543,068 | 95,552 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 SMMV | $4,006,258 | 105,317 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 SMMV | $4,466,993 | 121,221 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 SMMV | $9,976,334 | 294,374 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 SMMV | $14,295,592 | 489,240 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||