A detailed history of Financial Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Financial Advisors, LLC holds 5,860 shares of SMMV stock, worth $238,150. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,860
Previous 5,856 0.07%
Holding current value
$238,150
Previous $219,000 0.46%
% of portfolio
0.04%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$35.43 - $37.76 $141 - $151
4 Added 0.07%
5,860 $218,000
Q1 2024

May 03, 2024

BUY
$35.11 - $37.45 $140 - $149
4 Added 0.07%
5,856 $219,000
Q4 2023

Feb 05, 2024

BUY
$32.1 - $35.91 $187,849 - $210,145
5,852 New
5,852 $208,000
Q2 2023

Aug 01, 2023

BUY
$33.12 - $35.11 $132 - $140
4 Added 0.07%
5,840 $200,000
Q1 2023

May 04, 2023

BUY
$33.4 - $36.77 $233 - $257
7 Added 0.12%
5,836 $202,000
Q4 2022

Feb 14, 2023

BUY
$32.04 - $36.32 $186,761 - $211,709
5,829 New
5,829 $201,000
Q2 2022

Aug 12, 2022

SELL
$32.29 - $37.71 $187,669 - $219,170
-5,812 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$35.29 - $39.15 $141 - $156
4 Added 0.07%
5,812 $216,000
Q4 2021

Feb 11, 2022

BUY
$36.63 - $39.41 $293 - $315
8 Added 0.14%
5,808 $227,000
Q2 2021

Aug 13, 2021

SELL
$36.77 - $38.54 $28,901 - $30,292
-786 Reduced 11.93%
5,800 $221,000
Q1 2021

Apr 16, 2021

SELL
$33.53 - $38.04 $48,819 - $55,386
-1,456 Reduced 18.1%
6,586 $243,000
Q4 2020

Feb 12, 2021

SELL
$29.43 - $33.96 $17,275 - $19,934
-587 Reduced 6.8%
8,042 $273,000
Q3 2020

Nov 13, 2020

BUY
$28.46 - $31.09 $9,078 - $9,917
319 Added 3.84%
8,629 $252,000
Q2 2020

Aug 14, 2020

BUY
$24.04 - $30.77 $199,772 - $255,698
8,310 New
8,310 $241,000

Others Institutions Holding SMMV

About ISHARES MSCI USA SMALL-CAP MIN


  • Ticker SMMV
  • Sector ETFs
  • Industry ETFs
More about SMMV
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