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

Executive Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Executive Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Executive Wealth Management, LLC holds 136,033 shares of SMMV stock, worth $5.78 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
136,033
Previous 136,033 -0.0%
Holding current value
$5.78 Million
Previous $5.55 Million -0.0%
% of portfolio
0.48%
Previous 0.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$36.99 - $40.84 $5.03 Million - $5.56 Million
136,033 New
136,033 $5.55 Million
Q3 2019

Oct 30, 2019
SELL
$33.28 - $34.72 $12.3 Million - $12.8 Million
-369,129 Reduced 99.69%
1,132 $38,000
Q2 2019

Aug 01, 2019
BUY
$32.08 - $33.66 $11.9 Million - $12.5 Million
370,261 New
370,261 $12.3 Million

Others Institutions Holding SMMV

# of Institutions
132
Shares Held
6M
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 Executive Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email