Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Small Cap Min (SMMV)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Min (SMMV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SMALL-CAP MIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
25.4KNew |
$1.03M - $1.08M
|
25.4K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.14KNew |
$86.4K - $91.3K
|
2.14K
$87.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
736+ 0.26% |
$29.7K - $31.4K
|
284K
$11.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
575+ 1.45% |
$23.2K - $24.5K
|
40.3K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
528New |
$21.3K - $22.5K
|
528
$21.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
36+ 0.35% |
$1.45K - $1.54K
|
10.2K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6+ 0.12% |
$242 - $256
|
4.95K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.5% |
$121 - $128
|
602
$24.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-15- 0.09% |
$606 - $640
|
17.1K
$695K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-40- 0.86% |
$1.62K - $1.71K
|
4.63K
$188K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-132- 5.66% |
$5.33K - $5.63K
|
2.2K
$89.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-143- 2.28% |
$5.77K - $6.1K
|
6.13K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-297- 4.12% |
$12K - $12.7K
|
6.92K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-431- 6.65% |
$17.4K - $18.4K
|
6.05K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-818- 3.52% |
$33K - $34.9K
|
22.4K
$912K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.23K- 22.01% |
$131K - $138K
|
11.5K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-5.61K- 33.29% |
$226K - $239K
|
11.2K
$457K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-14.8K- 13.73% |
$596K - $630K
|
92.8K
$3.78M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-32K- 74.12% |
$1.29M - $1.36M
|
11.2K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.6K- 41.08% |
$1.56M - $1.65M
|
55.4K
$2.25M
|