Wealth Management Resources, Inc. Ishares Msci Usa Small Cap Min Transaction History

Wealth Management Resources, Inc.

  • $309 Million
  • Q3 2025

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 291,848 shares of SMMV stock, worth $12.4 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
291,848
Previous 289,440 0.83%
Holding current value
$12.4 Million
Previous $12.2 Million 3.33%
% of portfolio
4.07%
Previous 4.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$41.17 - $43.65 $99,137 - $105,109
2,408 Added 0.83%
291,848 $12.6 Million
Q2 2025

Jul 24, 2025
BUY
$37.87 - $42.54 $202,755 - $227,759
5,354 Added 1.88%
289,440 $12.2 Million
Q1 2025

Apr 23, 2025
BUY
$40.38 - $42.65 $29,719 - $31,390
736 Added 0.26%
284,086 $11.8 Million
Q4 2024

Jan 21, 2025
SELL
$40.26 - $44.35 $2.1 Million - $2.31 Million
-52,106 Reduced 15.53%
283,350 $11.7 Million
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

# of Institutions
142
Shares Held
6.55M
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
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