Mosaic Family Wealth Partners, LLC Ishares Msci Usa Small Cap Min Transaction History

Mosaic Family Wealth Partners, LLC

  • $704 Billion
  • Q1 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 13,300 shares of SMMV stock, worth $556,339. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,300
Previous 13,293 0.05%
Holding current value
$556,339
Previous $551 Million 0.03%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$40.38 - $42.65 $282 - $298
7 Added 0.05%
13,300 $551 Million
Q4 2024

Feb 14, 2025
BUY
$40.26 - $44.35 $8,937 - $9,845
222 Added 1.7%
13,293 $551 Million
Q3 2024

Nov 13, 2024
SELL
$36.99 - $40.84 $115,593 - $127,625
-3,125 Reduced 19.29%
13,071 $533 Million
Q2 2024

Aug 06, 2024
SELL
$35.43 - $37.76 $67,600 - $72,046
-1,908 Reduced 10.54%
16,196 $604 Million
Q1 2024

Jun 13, 2024
BUY
$35.11 - $37.45 $40,622 - $43,329
1,157 Added 6.83%
18,104 $678 Million
Q4 2023

Jan 29, 2024
SELL
$32.1 - $35.91 $45,004 - $50,345
-1,402 Reduced 7.64%
16,947 $605 Million
Q2 2023

Aug 08, 2023
SELL
$33.12 - $35.11 $24,177 - $25,630
-730 Reduced 3.83%
18,349 $629 Million
Q1 2023

Apr 10, 2023
BUY
$33.4 - $36.77 $155,376 - $171,054
4,652 Added 32.25%
19,079 $662 Million
Q4 2022

Feb 14, 2023
BUY
$32.04 - $36.32 $462,241 - $523,988
14,427 New
14,427 $499 Million

Others Institutions Holding SMMV

# of Institutions
136
Shares Held
5.85M
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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