Modern Wealth Management, LLC Ishares Msci Usa Small Cap Min Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Modern Wealth Management, LLC holds 63,468 shares of SMMV stock, worth $2.65 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
63,468
Previous 61,769 2.75%
Holding current value
$2.65 Million
Previous $2.56 Million 4.14%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$37.87 - $42.54 $64,341 - $72,275
1,699 Added 2.75%
63,468 $2.67 Million
Q1 2025

May 15, 2025
BUY
$40.38 - $42.65 $2.49 Million - $2.63 Million
61,769 New
61,769 $2.56 Billion

Others Institutions Holding SMMV

# of Institutions
141
Shares Held
6.52M
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email