Joel Adams & Associates, Inc. Ishares Msci Usa Small Cap Min Transaction History

Joel Adams & Associates, Inc.

  • $113 Billion
  • Q2 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 5,378 shares of SMMV stock, worth $226,951. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,378
Previous 11,234 52.13%
Holding current value
$226,951
Previous $466 Million 51.48%
% of portfolio
0.2%
Previous 0.42%

Shares

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

Jul 25, 2025
SELL
$37.87 - $42.54 $221,766 - $249,114
-5,856 Reduced 52.13%
5,378 $226 Million
Q1 2025

Apr 22, 2025
SELL
$40.38 - $42.65 $226,410 - $239,138
-5,607 Reduced 33.29%
11,234 $466 Million
Q4 2024

Jan 31, 2025
BUY
$40.26 - $44.35 $678,018 - $746,898
16,841 New
16,841 $698 Million

Others Institutions Holding SMMV

# of Institutions
138
Shares Held
5.84M
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 Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. 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 Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email