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

Wealth Management Resources, Inc.

$250 Million
Q3 2024

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 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares

335,456

Previous 329,927 1.68%

Holding current value

$14 Million

Previous $12.3 Million 11.25%

% of portfolio

5.47%

Previous 5.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

132

Shares Held

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MIN

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