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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.11% |
$189 - $213
|
4.63K
$196K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.22% |
$114 - $128
|
1.36K
$57.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115New |
$4.36K - $4.89K
|
115
$4.86K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-324- 2.9% |
$12.3K - $13.8K
|
10.8K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.85KNew |
$184K - $206K
|
4.85K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-74- 1.24% |
$2.8K - $3.15K
|
5.88K
$249K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-67- 0.66% |
$2.54K - $2.85K
|
10.1K
$429K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.66K+ 2632.3% |
$290K - $326K
|
7.95K
$336K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-204- 2.58% |
$8.24K - $8.7K
|
7.7K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.3K+ 6.08% |
$2.92M - $3.08M
|
1.26M
$53.3M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
61.8KNew |
$2.49M - $2.63M
|
61.8K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.76K- 33.14% |
$112K - $118K
|
5.58K
$236K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.37K- 32.25% |
$378K - $399K
|
19.7K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59+ 0.17% |
$2.38K - $2.52K
|
33.9K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-189- 2.12% |
$7.63K - $8.06K
|
8.74K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
345+ 125.0% |
$13.9K - $14.7K
|
621
$26.2K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-119- 15.78% |
$4.81K - $5.08K
|
635
$26.8K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-151- 2.74% |
$6.1K - $6.44K
|
5.36K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.35K- 37.28% |
$175K - $185K
|
7.31K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
590+ 0.67% |
$23.8K - $25.2K
|
89K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.95K- 44.41% |
$402K - $424K
|
12.5K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
30.9KNew |
$1.25M - $1.32M
|
30.9K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.43KNew |
$219K - $232K
|
5.43K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-50.7K- 8.53% |
$2.05M - $2.16M
|
543K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.31KNew |
$134K - $141K
|
3.31K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.9K- 22.47% |
$682K - $720K
|
58.3K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-140- 0.95% |
$5.65K - $5.97K
|
14.6K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.19K+ 1.75% |
$129K - $136K
|
186K
$7.85M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20- 0.41% |
$808 - $853
|
4.84K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-631- 7.15% |
$25.5K - $26.9K
|
8.2K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1K- 9.83% |
$40.5K - $42.7K
|
9.19K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37+ 2.11% |
$1.49K - $1.58K
|
1.79K
$75.8K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-271- 1.07% |
$10.9K - $11.6K
|
25K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-932- 68.99% |
$37.6K - $39.7K
|
419
$17.7K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 5.79% |
$153K - $162K
|
61.9K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.5K+ 193.86% |
$1.63M - $1.73M
|
61.4K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.97K- 45.99% |
$79.6K - $84.1K
|
2.32K
$97.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-322- 1.19% |
$13K - $13.7K
|
26.8K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-40.5K- 12.43% |
$1.63M - $1.73M
|
285K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.7K- 4.97% |
$150K - $158K
|
70.8K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-683- 7.15% |
$27.6K - $29.1K
|
8.86K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
313+ 11.42% |
$12.6K - $13.3K
|
3.05K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.61K- 1.9% |
$64.9K - $68.5K
|
83.1K
$3.51M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.43K- 1.82% |
$139K - $146K
|
185K
$7.82M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 5.44% |
$323 - $341
|
155
$6.55K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.07K- 2.99% |
$83.7K - $88.4K
|
67.2K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-150K- 86.86% |
$6.07M - $6.41M
|
22.7K
$961K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
48New |
$1.94K - $2.05K
|
48
$2.03K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-283- 2.67% |
$11.4K - $12.1K
|
10.3K
$436K
|
|