Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022

SELL
$32.29 - $37.71 $26,025 - $30,394
-806 Reduced 11.51%
6,197 $211,000
Q1 2022

Apr 18, 2022

BUY
$35.29 - $39.15 $23,679 - $26,269
671 Added 10.6%
7,003 $260,000
Q4 2021

Jan 20, 2022

BUY
$36.63 - $39.41 $12,747 - $13,714
348 Added 5.82%
6,332 $248,000
Q3 2021

Nov 01, 2021

SELL
$36.89 - $39.03 $141,657 - $149,875
-3,840 Reduced 39.09%
5,984 $222,000
Q2 2021

Jul 21, 2021

SELL
$36.77 - $38.54 $2.7 Million - $2.83 Million
-73,363 Reduced 88.19%
9,824 $374,000
Q1 2021

Apr 27, 2021

BUY
$33.53 - $38.04 $1.23 Million - $1.39 Million
36,646 Added 78.74%
83,187 $3.07 Million
Q4 2020

Feb 01, 2021

BUY
$29.43 - $33.96 $235,086 - $271,272
7,988 Added 20.72%
46,541 $1.58 Million
Q3 2020

Nov 06, 2020

BUY
$28.46 - $31.09 $73,540 - $80,336
2,584 Added 7.18%
38,553 $1.13 Million
Q2 2020

Aug 05, 2020

BUY
$24.04 - $30.77 $71,446 - $91,448
2,972 Added 9.01%
35,969 $1.04 Million
Q1 2020

May 07, 2020

BUY
$22.24 - $36.32 $733,853 - $1.2 Million
32,997 New
32,997 $853,000

Others Institutions Holding SMMV

About ISHARES MSCI USA SMALL-CAP MIN


  • Ticker SMMV
  • Sector ETFs
  • Industry ETFs
More about SMMV
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.