Concurrent Investment Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,355 shares of SMMV stock, worth $393,003. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,355
Previous 9,431 0.81%
Holding current value
$393,003
Previous $391 Million 0.83%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$40.38 - $42.65 $3,068 - $3,241
-76 Reduced 0.81%
9,355 $388 Million
Q4 2024

Feb 03, 2025
BUY
$40.26 - $44.35 $83,982 - $92,514
2,086 Added 28.4%
9,431 $391 Million
Q3 2024

Oct 30, 2024
SELL
$36.99 - $40.84 $9,136 - $10,087
-247 Reduced 3.25%
7,345 $300 Million
Q2 2024

Jul 30, 2024
BUY
$35.43 - $37.76 $20,265 - $21,598
572 Added 8.15%
7,592 $283 Million
Q1 2024

May 07, 2024
SELL
$35.11 - $37.45 $3,581 - $3,819
-102 Reduced 1.43%
7,020 $263 Million
Q4 2023

Apr 15, 2024
BUY
$32.1 - $35.91 $228,616 - $255,751
7,122 New
7,122 $254 Million

Others Institutions Holding SMMV

# of Institutions
136
Shares Held
5.85M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MIN

SMMV Quotes by TradingView
  • Ticker SMMV
  • Sector ETFs
  • Industry ETFs
More about SMMV
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