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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
24.8KNew |
$938K - $1.05M
|
24.8K
$1.03M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 18.64% |
$833 - $936
|
140
$5.84K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.44K+ 57.67% |
$168K - $189K
|
12.1K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
297K+ 484.19% |
$11.3M - $12.6M
|
359K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.7KNew |
$1.43M - $1.6M
|
37.7K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.5K+ 11.59% |
$815K - $916K
|
207K
$8.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23.7K- 76.7% |
$898K - $1.01M
|
7.2K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
790+ 2.33% |
$29.9K - $33.6K
|
34.7K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25+ 0.24% |
$947 - $1.06K
|
10.3K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.7K+ 2.75% |
$64.3K - $72.3K
|
63.5K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.06K+ 55.07% |
$192K - $215K
|
14.3K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.28K- 21.75% |
$162K - $182K
|
15.4K
$642K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-192- 3.44% |
$7.27K - $8.17K
|
5.38K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.06K- 1.5% |
$40.2K - $45.2K
|
69.7K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.03KNew |
$191K - $214K
|
5.03K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1New |
$37.9 - $42.5
|
1
$41.7
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-282- 3.86% |
$10.7K - $12K
|
7.03K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
423+ 2.89% |
$16K - $18K
|
15.1K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.98K- 2.45% |
$264K - $297K
|
278K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.78K- 51.24% |
$257K - $288K
|
6.45K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
385KNew |
$14.6M - $16.4M
|
385K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.9K- 32.47% |
$716K - $805K
|
39.3K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-46K- 8.46% |
$1.74M - $1.95M
|
497K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-130- 3.93% |
$4.92K - $5.53K
|
3.18K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-58- 37.42% |
$2.2K - $2.47K
|
97
$4.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
746+ 0.06% |
$28.3K - $31.7K
|
1.26M
$52.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.6K+ 59.67% |
$514K - $577K
|
36.3K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-263- 1.95% |
$9.96K - $11.2K
|
13.2K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 23.92% |
$43.9K - $49.3K
|
6K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.14K- 1.84% |
$43K - $48.3K
|
60.7K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-232- 55.37% |
$8.79K - $9.87K
|
187
$7.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-657- 9.89% |
$24.9K - $27.9K
|
5.99K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-295- 68.45% |
$11.2K - $12.5K
|
136
$5.67K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$37.9 - $42.5
|
1.15K
$48.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- -0.0% |
$37.9 - $42.5
|
26.8K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.41KNew |
$281K - $315K
|
7.41K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.8K+ 17.0% |
$901K - $1.01M
|
164K
$6.84M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-382- 16.5% |
$14.5K - $16.3K
|
1.93K
$80.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
290+ 9.5% |
$11K - $12.3K
|
3.34K
$139K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.85KNew |
$335K - $376K
|
8.85K
$369K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.07K- 22.47% |
$78.2K - $87.8K
|
7.13K
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$463K - $520K
|
12.2K
$510K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.05% |
$227 - $255
|
13.3K
$555K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.98K- 9.55% |
$74.9K - $84.2K
|
18.7K
$782K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4+ 0.06% |
$151 - $170
|
6.74K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
735+ 12.16% |
$27.8K - $31.3K
|
6.78K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-284- 0.32% |
$10.8K - $12.1K
|
88.7K
$3.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
500+ 6.12% |
$18.9K - $21.3K
|
8.67K
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.98K+ 80.38% |
$151K - $169K
|
8.94K
$373K
|