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

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 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 123,304 shares of SMMV stock, worth $5.11 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
123,304
Previous 136,033 9.36%
Holding current value
$5.11 Million
Previous $5.55 Million 7.89%
% of portfolio
0.44%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$40.26 - $44.35 $512,469 - $564,531
-12,729 Reduced 9.36%
123,304 $5.11 Million
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
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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