Marcum Wealth, LLC Ishares Msci Usa Small Cap Min Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Marcum Wealth, LLC holds 23,638 shares of SMMV stock, worth $953,320. This represents 0.09% of its overall portfolio holdings.

Number of Shares
23,638
Previous 23,645 0.03%
Holding current value
$953,320
Previous $885,000 0.45%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 02, 2024
SELL
$35.43 - $37.76 $248 - $264
-7 Reduced 0.03%
23,638 $881,000
Q1 2024

Apr 10, 2024
BUY
$35.11 - $37.45 $35,496 - $37,861
1,011 Added 4.47%
23,645 $885,000
Q4 2023

Jan 10, 2024
BUY
$32.1 - $35.91 $7,607 - $8,510
237 Added 1.06%
22,634 $807,000
Q3 2023

Oct 10, 2023
BUY
$33.03 - $35.21 $25,532 - $27,217
773 Added 3.57%
22,397 $740,000
Q2 2023

Jul 13, 2023
BUY
$33.12 - $35.11 $4,736 - $5,020
143 Added 0.67%
21,624 $741,000
Q1 2023

Apr 19, 2023
BUY
$33.4 - $36.77 $12,658 - $13,935
379 Added 1.8%
21,481 $744,000
Q4 2022

Jan 12, 2023
SELL
$32.04 - $36.32 $54,500 - $61,780
-1,701 Reduced 7.46%
21,102 $0
Q3 2022

Oct 11, 2022
SELL
$31.91 - $37.05 $38,547 - $44,756
-1,208 Reduced 5.03%
22,803 $728,000
Q2 2022

Jul 14, 2022
BUY
$32.29 - $37.71 $37,520 - $43,819
1,162 Added 5.09%
24,011 $818,000
Q1 2022

Apr 20, 2022
BUY
$35.29 - $39.15 $32,466 - $36,018
920 Added 4.2%
22,849 $850,000
Q4 2021

Feb 01, 2022
BUY
$36.63 - $39.41 $12,124 - $13,044
331 Added 1.53%
21,929 $857,000
Q3 2021

Nov 08, 2021
BUY
$36.89 - $39.03 $14,018 - $14,831
380 Added 1.79%
21,598 $801,000
Q2 2021

Aug 10, 2021
BUY
$36.77 - $38.54 $27,467 - $28,789
747 Added 3.65%
21,218 $807,000
Q1 2021

May 11, 2021
BUY
$33.53 - $38.04 $686,392 - $778,716
20,471 New
20,471 $754,000

Others Institutions Holding SMMV

# of Institutions
132
Shares Held
19.2M
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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