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

Db Wealth Management Group, LLC

  • $169 Million
  • Q4 2023

A detailed history of Db Wealth Management Group, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 7,075 shares of SMMV stock, worth $294,532. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,075
Previous 12,780 44.64%
Holding current value
$294,532
Previous $422,000 40.28%
% of portfolio
0.15%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024
SELL
$32.1 - $35.91 $183,130 - $204,866
-5,705 Reduced 44.64%
7,075 $252,000
Q3 2023

Nov 09, 2023
SELL
$33.03 - $35.21 $516,258 - $550,332
-15,630 Reduced 55.02%
12,780 $422,000
Q2 2023

Aug 10, 2023
SELL
$33.12 - $35.11 $88,529 - $93,849
-2,673 Reduced 8.6%
28,410 $973,000
Q1 2023

May 12, 2023
BUY
$33.4 - $36.77 $11,322 - $12,465
339 Added 1.1%
31,083 $1.08 Million
Q4 2022

Feb 13, 2023
BUY
$32.04 - $36.32 $640,896 - $726,508
20,003 Added 186.23%
30,744 $1.06 Million
Q3 2022

Nov 09, 2022
BUY
$31.91 - $37.05 $138,489 - $160,797
4,340 Added 67.8%
10,741 $343,000
Q1 2022

May 12, 2022
BUY
$35.29 - $39.15 $27,490 - $30,497
779 Added 13.86%
6,401 $238,000
Q4 2021

Feb 09, 2022
SELL
$36.63 - $39.41 $6,373 - $6,857
-174 Reduced 3.0%
5,622 $220,000
Q3 2021

Nov 10, 2021
SELL
$36.89 - $39.03 $3,467 - $3,668
-94 Reduced 1.6%
5,796 $215,000
Q1 2021

May 06, 2021
SELL
$33.53 - $38.04 $36,614 - $41,539
-1,092 Reduced 15.64%
5,890 $217,000
Q4 2020

Feb 03, 2021
BUY
$29.43 - $33.96 $205,480 - $237,108
6,982 New
6,982 $237,000

Others Institutions Holding SMMV

# of Institutions
137
Shares Held
6.31M
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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