Pfg Private Wealth Management, LLC Ishares Msci Usa Small Cap Min Transaction History

Pfg Private Wealth Management, LLC

$174 Million
Q4 2024

A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 56 shares of SMMV stock, worth $2,369. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 74 24.32%

Holding current value

$2,369

Previous $3,000 33.33%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$40.26 - $44.35 $724 - $798	-18 Reduced 24.32%	56 $2,000
Q2 2022 Jul 19, 2022	SELL	$32.29 - $37.71 $32 - $37	-1 Reduced 1.33%	74 $3,000
Q1 2022 Apr 25, 2022	SELL	$35.29 - $39.15 $1,199 - $1,331	-34 Reduced 31.19%	75 $3,000
Q4 2021 Jan 27, 2022	SELL	$36.63 - $39.41 $63,369 - $68,179	-1,730 Reduced 94.07%	109 $4,000
Q3 2021 Nov 04, 2021	BUY	$36.89 - $39.03 $67,840 - $71,776	1,839 New	1,839 $68,000
Q1 2021 May 07, 2021	SELL	$33.53 - $38.04 $2.18 Million - $2.47 Million	-64,893 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$29.43 - $33.96 $187,410 - $216,257	6,368 Added 10.88%	64,893 $2.2 Million
Q3 2020 Nov 03, 2020	BUY	$28.46 - $31.09 $66,596 - $72,750	2,340 Added 4.16%	58,525 $1.71 Million
Q2 2020 Aug 12, 2020	BUY	$24.04 - $30.77 $1.35 Million - $1.73 Million	56,185 New	56,185 $1.63 Million

Others Institutions Holding SMMV

# of Institutions

140

Shares Held

6.5M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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Pfg Private Wealth Management, LLC Ishares Msci Usa Small Cap Min Transaction History