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 |
---|---|---|---|---|---|---|---|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-81- 51.59% |
$2.58K - $3K
|
76
$3.17K
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
270New |
$8.72K - $10.2K
|
270
$11.3K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.45KClosed |
$208K - $243K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-31Closed |
$1K - $1.17K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.32K- 34.21% |
$107K - $125K
|
6.39K
$267K
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.07K- 14.19% |
$34.6K - $40.4K
|
6.48K
$270K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.78KClosed |
$187K - $218K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-806- 11.51% |
$26K - $30.4K
|
6.2K
$259K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.9KClosed |
$191K - $223K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-5.46KClosed |
$176K - $206K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
554New |
$17.9K - $20.9K
|
554
$23.1K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
157New |
$5.07K - $5.92K
|
157
$6.55K
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-10.1KClosed |
$326K - $381K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.34K- 18.09% |
$43.2K - $50.4K
|
6.06K
$253K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-41Closed |
$1.32K - $1.55K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-34.4KClosed |
$1.11M - $1.3M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 1.33% |
$32.3 - $37.7
|
74
$3.09K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-500Closed |
$16.1K - $18.9K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
273New |
$8.82K - $10.3K
|
273
$11.4K
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.8KNew |
$733K - $813K
|
20.8K
$867K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-101Closed |
$3.56K - $3.95K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-132Closed |
$4.66K - $5.17K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
99.9KNew |
$3.53M - $3.91M
|
99.9K
$4.17M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-25Closed |
$882 - $979
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
67New |
$2.36K - $2.62K
|
67
$2.8K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
406New |
$14.3K - $15.9K
|
406
$17K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.89KClosed |
$208K - $231K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-32.2KClosed |
$1.14M - $1.26M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.18KClosed |
$183K - $203K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.85KClosed |
$206K - $229K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
73New |
$2.58K - $2.86K
|
73
$3.05K
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16.1KClosed |
$567K - $629K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-18- 15.0% |
$635 - $705
|
102
$4.26K
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
110New |
$3.88K - $4.31K
|
110
$4.59K
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-10KClosed |
$354K - $393K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-263Closed |
$9.28K - $10.3K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.9KClosed |
$216K - $232K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
135New |
$4.95K - $5.32K
|
135
$5.64K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.36KClosed |
$306K - $329K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-581Closed |
$21.3K - $22.9K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-40Closed |
$1.47K - $1.58K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-6.03KClosed |
$221K - $237K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
39New |
$1.43K - $1.54K
|
39
$1.63K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.8KClosed |
$577K - $621K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-900Closed |
$33K - $35.5K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-43.6KClosed |
$1.6M - $1.72M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-3Closed |
$110 - $118
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-60Closed |
$2.2K - $2.36K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$396K - $426K
|
10.8K
$451K
|
|
Q3 2021 | |||||||
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-26.4KClosed |
$973K - $1.03M
|
0
$0
|