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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.05% |
$283 - $299
|
13.3K
$562K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-133- 1.73% |
$5.37K - $5.67K
|
7.57K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
862+ 13.54% |
$34.8K - $36.8K
|
7.23K
$306K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-31- 0.09% |
$1.25K - $1.32K
|
34.5K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-491- 1.87% |
$19.8K - $20.9K
|
25.8K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-349- 1.19% |
$14.1K - $14.9K
|
29K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18New |
$727 - $768
|
18
$761
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3+ 0.06% |
$121 - $128
|
5.08K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.23K+ 17.65% |
$211K - $223K
|
34.9K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-76- 0.81% |
$3.07K - $3.24K
|
9.36K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-81- 0.62% |
$3.27K - $3.45K
|
13.1K
$552K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
53New |
$2.14K - $2.26K
|
53
$2.24K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89K- 15.58% |
$3.6M - $3.8M
|
482K
$20.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1+ 0.0% |
$40.4 - $42.7
|
128K
$5.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.14KNew |
$86.4K - $91.3K
|
2.14K
$90.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5+ 0.09% |
$202 - $213
|
5.42K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.3% |
$162 - $171
|
1.36K
$57.3K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-8- 0.13% |
$323 - $341
|
5.96K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-431- 6.65% |
$17.4K - $18.4K
|
6.05K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-40- 0.86% |
$1.62K - $1.71K
|
4.63K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-297- 4.12% |
$12K - $12.7K
|
6.92K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
736+ 0.26% |
$29.7K - $31.4K
|
284K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6+ 0.12% |
$242 - $256
|
4.95K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.6K- 41.08% |
$1.56M - $1.65M
|
55.4K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
25.4KNew |
$1.03M - $1.08M
|
25.4K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-5.61K- 33.29% |
$226K - $239K
|
11.2K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
528New |
$21.3K - $22.5K
|
528
$22.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.5% |
$121 - $128
|
602
$25.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-14.8K- 13.73% |
$596K - $630K
|
92.8K
$3.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-132- 5.66% |
$5.33K - $5.63K
|
2.2K
$93.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.23K- 22.01% |
$131K - $138K
|
11.5K
$484K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-15- 0.09% |
$606 - $640
|
17.1K
$721K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
575+ 1.45% |
$23.2K - $24.5K
|
40.3K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-818- 3.52% |
$33K - $34.9K
|
22.4K
$947K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
36+ 0.35% |
$1.45K - $1.54K
|
10.2K
$431K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-143- 2.28% |
$5.77K - $6.1K
|
6.13K
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-32K- 74.12% |
$1.29M - $1.36M
|
11.2K
$472K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.92K- 29.03% |
$158K - $174K
|
9.58K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6K+ 95.62% |
$468K - $515K
|
23.8K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.88K- 22.95% |
$75.8K - $83.6K
|
6.33K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 1.35% |
$5.72K - $6.3K
|
10.6K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.33KNew |
$53.6K - $59.1K
|
1.33K
$56.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-506- 26.7% |
$20.4K - $22.4K
|
1.39K
$58.7K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.95K- 18.23% |
$119K - $131K
|
13.2K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-12.7K- 9.36% |
$512K - $565K
|
123K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$57.8K - $63.7K
|
1.44K
$60.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.79% |
$40.3 - $44.4
|
57
$2.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-26- 68.42% |
$1.05K - $1.15K
|
12
$507
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-110- 0.09% |
$4.43K - $4.88K
|
122K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 1.0% |
$2.01K - $2.22K
|
4.94K
$209K
|
|