Ep Wealth Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,177 shares of SMMV stock, worth $135,086. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,177
Previous 3,307 3.93%
Holding current value
$135,086
Previous $137,000 2.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$37.87 - $42.54 $4,923 - $5,530
-130 Reduced 3.93%
3,177 $133,000
Q1 2025

May 15, 2025
BUY
$40.38 - $42.65 $133,536 - $141,043
3,307 New
3,307 $137,000

Others Institutions Holding SMMV

# of Institutions
141
Shares Held
5.61M
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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