A detailed history of New Edge Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, New Edge Advisors, LLC holds 36,950 shares of SMMV stock, worth $1.56 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,950
Previous 40,447 8.65%
Holding current value
$1.56 Million
Previous $1.51 Million 0.07%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$36.99 - $40.84 $129,354 - $142,817
-3,497 Reduced 8.65%
36,950 $1.51 Million
Q2 2024

Aug 15, 2024

BUY
$35.43 - $37.76 $1.2 Million - $1.28 Million
33,780 Added 506.67%
40,447 $1.51 Million
Q1 2024

May 14, 2024

BUY
$35.11 - $37.45 $229,900 - $245,222
6,548 Added 5502.52%
6,667 $249,000
Q4 2023

Feb 13, 2024

SELL
$32.1 - $35.91 $229,579 - $256,828
-7,152 Reduced 98.36%
119 $4,000
Q3 2023

Nov 14, 2023

BUY
$33.03 - $35.21 $236,230 - $251,821
7,152 Added 6010.08%
7,271 $240,000
Q1 2023

May 12, 2023

SELL
$33.4 - $36.77 $67,167 - $73,944
-2,011 Reduced 94.41%
119 $4,000
Q4 2022

Feb 14, 2023

BUY
$32.04 - $36.32 $68,245 - $77,361
2,130 New
2,130 $73,000

Others Institutions Holding SMMV

About ISHARES MSCI USA SMALL-CAP MIN


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