Spire Wealth Management Ishares Msci Usa Small Cap Min Transaction History

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

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 $124,832. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,990
Previous 2,990 -0.0%
Holding current value
$124,832
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

# of Institutions
132
Shares Held
6M
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email