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 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-544- 37.88% |
$20.6K - $23.1K
|
892
$37.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.98K- 3.77% |
$264K - $297K
|
178K
$7.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.75K- 98.58% |
$255K - $287K
|
97
$4.05K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-285- 4.12% |
$10.8K - $12.1K
|
6.64K
$277K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6.8K+ 317.76% |
$258K - $289K
|
8.94K
$373K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.6K- 4.28% |
$782K - $878K
|
462K
$19.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-117- 2.15% |
$4.43K - $4.98K
|
5.32K
$222K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.33K+ 3.8% |
$50.3K - $56.5K
|
36.2K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
254+ 0.46% |
$9.62K - $10.8K
|
55.6K
$2.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-35- 0.43% |
$1.33K - $1.49K
|
8.17K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.51KNew |
$284K - $320K
|
7.51K
$313K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
895New |
$33.9K - $38.1K
|
895
$37.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-98- 1.93% |
$3.71K - $4.17K
|
4.98K
$208K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-700- 14.18% |
$26.5K - $29.8K
|
4.24K
$177K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-6.68K- 7.2% |
$253K - $284K
|
86.1K
$3.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-5.86K- 52.13% |
$222K - $249K
|
5.38K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
496+ 5.3% |
$18.8K - $21.1K
|
9.85K
$411K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
107New |
$4.05K - $4.55K
|
107
$4.46K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.18K- 99.05% |
$82.6K - $92.8K
|
21
$876
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-366- 1.42% |
$13.9K - $15.6K
|
25.5K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.35K+ 1.88% |
$203K - $228K
|
289K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 1.75% |
$37.9 - $42.5
|
58
$2.42K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
20+ 0.26% |
$757 - $851
|
7.59K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.08K+ 17.57% |
$268K - $301K
|
47.4K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.75K+ 10.27% |
$66.3K - $74.5K
|
18.8K
$785K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-291- 1.17% |
$11K - $12.4K
|
24.7K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.88K- 47.58% |
$109K - $123K
|
3.17K
$132K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92+ 0.8% |
$3.48K - $3.91K
|
11.5K
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.5% |
$114 - $128
|
605
$25.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.32% |
$1.59K - $1.79K
|
13.1K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12.1KNew |
$458K - $515K
|
12.1K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-159- 0.46% |
$6.02K - $6.76K
|
34.4K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.11% |
$189 - $213
|
4.63K
$193K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.22% |
$114 - $128
|
1.36K
$56.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115New |
$4.36K - $4.89K
|
115
$4.8K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-324- 2.9% |
$12.3K - $13.8K
|
10.8K
$452K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.85KNew |
$184K - $206K
|
4.85K
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-74- 1.24% |
$2.8K - $3.15K
|
5.88K
$245K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-67- 0.66% |
$2.54K - $2.85K
|
10.1K
$423K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.66K+ 2632.3% |
$290K - $326K
|
7.95K
$332K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-189- 2.12% |
$7.63K - $8.06K
|
8.74K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
345+ 125.0% |
$13.9K - $14.7K
|
621
$25.9K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-119- 15.78% |
$4.81K - $5.08K
|
635
$26.5K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.95K- 44.41% |
$402K - $424K
|
12.5K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-151- 2.74% |
$6.1K - $6.44K
|
5.36K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-683- 7.15% |
$27.6K - $29.1K
|
8.86K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37+ 2.11% |
$1.49K - $1.58K
|
1.79K
$74.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.61K- 1.9% |
$64.9K - $68.5K
|
83.1K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.07K- 2.99% |
$83.7K - $88.4K
|
67.2K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
48New |
$1.94K - $2.05K
|
48
$2K
|
|