A detailed history of Spire Wealth Management transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Spire Wealth Management holds 2,990 shares of SMMV stock, worth $127,075. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,990
Previous 2,990 -0.0%
Holding current value
$127,075
Previous $111,000 9.01%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$32.1 - $35.91 $14,477 - $16,195
-451 Reduced 13.11%
2,990 $106,000
Q3 2023

Nov 08, 2023

SELL
$33.03 - $35.21 $41,617 - $44,364
-1,260 Reduced 26.8%
3,441 $113,000
Q2 2023

Aug 09, 2023

SELL
$33.12 - $35.11 $57,231 - $60,670
-1,728 Reduced 26.88%
4,701 $161,000
Q1 2023

May 09, 2023

BUY
$33.4 - $36.77 $97,795 - $107,662
2,928 Added 83.63%
6,429 $222,000
Q4 2022

Feb 03, 2023

BUY
$32.04 - $36.32 $112,172 - $127,156
3,501 New
3,501 $121,000
Q2 2022

Jul 22, 2022

BUY
$32.29 - $37.71 $3,132 - $3,657
97 Added 1.87%
5,292 $180,000
Q1 2022

Apr 18, 2022

BUY
$35.29 - $39.15 $34,725 - $38,523
984 Added 23.37%
5,195 $193,000
Q4 2021

Jan 14, 2022

BUY
$36.63 - $39.41 $23,296 - $25,064
636 Added 17.79%
4,211 $165,000
Q3 2021

Oct 22, 2021

BUY
$36.89 - $39.03 $21,580 - $22,832
585 Added 19.57%
3,575 $133,000
Q1 2021

May 21, 2021

BUY
$33.53 - $38.04 $100,254 - $113,739
2,990 New
2,990 $110,000

Others Institutions Holding SMMV

About ISHARES MSCI USA SMALL-CAP MIN


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