A detailed history of Wealth Management Resources, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 335,456 shares of SMMV stock, worth $14.4 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares
335,456
Previous 329,927 1.68%
Holding current value
$14.4 Million
Previous $12.3 Million 11.25%
% of portfolio
5.47%
Previous 5.29%

Shares

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

Oct 31, 2024

BUY
$36.99 - $40.84 $204,517 - $225,804
5,529 Added 1.68%
335,456 $13.7 Million
Q2 2024

Jul 17, 2024

BUY
$35.43 - $37.76 $64,801 - $69,063
1,829 Added 0.56%
329,927 $12.3 Million
Q1 2024

Apr 19, 2024

BUY
$35.11 - $37.45 $383,576 - $409,141
10,925 Added 3.44%
328,098 $12.3 Million
Q4 2023

Jan 19, 2024

BUY
$32.1 - $35.91 $138,190 - $154,592
4,305 Added 1.38%
317,173 $11.3 Million
Q3 2023

Oct 24, 2023

BUY
$33.03 - $35.21 $522,600 - $557,092
15,822 Added 5.33%
312,868 $10.3 Million
Q2 2023

Jul 11, 2023

BUY
$33.12 - $35.11 $1.02 Million - $1.08 Million
30,848 Added 11.59%
297,046 $10.2 Million
Q1 2023

Apr 10, 2023

BUY
$33.4 - $36.77 $204,842 - $225,510
6,133 Added 2.36%
266,198 $9.23 Million
Q4 2022

Jan 17, 2023

SELL
$32.04 - $36.32 $52,129 - $59,092
-1,627 Reduced 0.62%
260,065 $0
Q3 2022

Oct 13, 2022

BUY
$31.91 - $37.05 $137,755 - $159,944
4,317 Added 1.68%
261,692 $8.35 Million
Q2 2022

Jul 22, 2022

BUY
$32.29 - $37.71 $1.58 Million - $1.84 Million
48,811 Added 23.4%
257,375 $8.77 Million
Q1 2022

Apr 20, 2022

BUY
$35.29 - $39.15 $183,684 - $203,775
5,205 Added 2.56%
208,564 $7.75 Million
Q4 2021

Feb 10, 2022

BUY
$36.63 - $39.41 $7.45 Million - $8.01 Million
203,359 New
203,359 $7.95 Million

Others Institutions Holding SMMV

About ISHARES MSCI USA SMALL-CAP MIN


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