Latest Institutional Transactions on Ishares Msci Usa Small Cap Min (SMMV)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Small Cap Min (SMMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.26K+ 44.29% |
$131K - $144K
|
10.6K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6K+ 95.62% |
$468K - $515K
|
23.8K
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.5K- 14.88% |
$462K - $509K
|
65.7K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.88K- 22.95% |
$75.8K - $83.6K
|
6.33K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-232- 0.31% |
$9.34K - $10.3K
|
74.5K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
127+ 0.38% |
$5.11K - $5.63K
|
33.9K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
276New |
$11.1K - $12.2K
|
276
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
156K+ 15.12% |
$6.29M - $6.92M
|
1.19M
$49.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-71- 0.84% |
$2.86K - $3.15K
|
8.34K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 14.95% |
$63.2K - $69.6K
|
8.93K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.4K- 21.94% |
$1.06M - $1.17M
|
94K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.51KNew |
$222K - $244K
|
5.51K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.2K+ 39.18% |
$852K - $938K
|
75.1K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
222+ 1.7% |
$8.94K - $9.85K
|
13.3K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.34K+ 17.52% |
$135K - $148K
|
22.4K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.95K- 18.23% |
$119K - $131K
|
13.2K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-166K- 21.83% |
$6.68M - $7.36M
|
594K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-506- 26.7% |
$20.4K - $22.4K
|
1.39K
$58.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.48K- 23.9% |
$99.9K - $110K
|
7.91K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.33KNew |
$53.6K - $59.1K
|
1.33K
$55.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 1.35% |
$5.72K - $6.3K
|
10.6K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.34K- 1.49% |
$53.9K - $59.4K
|
88.4K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.14K- 0.62% |
$45.7K - $50.3K
|
183K
$7.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6+ 0.11% |
$242 - $266
|
5.42K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-12.7K- 9.36% |
$512K - $565K
|
123K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$57.8K - $63.7K
|
1.44K
$60.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
68+ 2.54% |
$2.74K - $3.02K
|
2.74K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
108KNew |
$4.33M - $4.77M
|
108K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.91K- 21.41% |
$319K - $351K
|
29K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-441- 4.76% |
$17.8K - $19.6K
|
8.83K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.35K- 18.74% |
$94.7K - $104K
|
10.2K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.66K+ 29.63% |
$107K - $118K
|
11.7K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.45K+ 29.3% |
$58.5K - $64.5K
|
6.42K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
186+ 0.74% |
$7.49K - $8.25K
|
25.2K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.8K+ 509.83% |
$2.85M - $3.14M
|
84.7K
$3.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-26- 68.42% |
$1.05K - $1.15K
|
12
$502
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.35KNew |
$54.5K - $60K
|
1.35K
$56.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.79% |
$40.3 - $44.4
|
57
$2.38K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.29KNew |
$173K - $190K
|
4.29K
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.74K+ 29.32% |
$191K - $210K
|
20.9K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.6K- 5.09% |
$1.23M - $1.36M
|
572K
$23.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-110- 0.09% |
$4.43K - $4.88K
|
122K
$5.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
429New |
$17.3K - $19K
|
429
$17.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 6.65% |
$434K - $478K
|
173K
$7.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-852- 14.91% |
$34.3K - $37.8K
|
4.86K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.07K- 4.68% |
$285K - $314K
|
144K
$6.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.39K- 31.99% |
$137K - $151K
|
7.22K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.55K- 1.85% |
$143K - $158K
|
188K
$7.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.2K- 50.75% |
$613K - $676K
|
14.8K
$618K
|