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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
35.2K+ 158.4% |
$1.17M - $1.29M
|
57.4K
$2.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.07K- 46.57% |
$35.8K - $39.5K
|
1.23K
$52K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
61New |
$2.04K - $2.24K
|
61
$2.58K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-54- 5.57% |
$1.8K - $1.99K
|
915
$38.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-198- 2.94% |
$6.61K - $7.28K
|
6.54K
$276K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.09K- 44.74% |
$131K - $149K
|
5.06K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.78KNew |
$185K - $210K
|
5.78K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
41+ 0.37% |
$1.31K - $1.49K
|
11.1K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.13KNew |
$36K - $40.9K
|
1.13K
$47.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
95New |
$3.04K - $3.45K
|
95
$4.01K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
45New |
$1.44K - $1.63K
|
45
$1.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
89New |
$2.85K - $3.23K
|
89
$3.76K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-6.52K- 47.24% |
$209K - $237K
|
7.28K
$308K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
10.4K+ 43.53% |
$333K - $377K
|
34.2K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.09KNew |
$66.8K - $75.7K
|
2.09K
$88.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.64K- 7.99% |
$52.6K - $59.6K
|
18.9K
$798K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.5K- 38.38% |
$496K - $563K
|
24.9K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.56K- 2.47% |
$49.9K - $56.6K
|
61.4K
$2.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.81K- 5.99% |
$58.1K - $65.8K
|
28.5K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
406New |
$13K - $14.7K
|
406
$17.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
52New |
$1.67K - $1.89K
|
52
$2.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$32 - $36.3
|
1
$42.3
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.15K- 26.19% |
$164K - $191K
|
14.5K
$613K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.15K- 20.25% |
$68.5K - $79.5K
|
8.45K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29New |
$925 - $1.07K
|
29
$1.23K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
180New |
$5.74K - $6.67K
|
180
$7.61K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
41KNew |
$1.31M - $1.52M
|
41K
$1.73M
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-81- 51.59% |
$2.58K - $3K
|
76
$3.21K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
270New |
$8.72K - $10.2K
|
270
$11.4K
|
|
|
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
$270K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.07K- 14.19% |
$34.6K - $40.4K
|
6.48K
$274K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.78KClosed |
$187K - $218K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
554New |
$17.9K - $20.9K
|
554
$23.4K
|
|
|
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 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
157New |
$5.07K - $5.92K
|
157
$6.63K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.34K- 18.09% |
$43.2K - $50.4K
|
6.06K
$256K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-10.1KClosed |
$326K - $381K
|
0
$0
|
|
|
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 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
$11.5K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.8KNew |
$733K - $813K
|
20.8K
$878K
|
|
|
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
$4.22M
|
|
|
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
$2.83K
|
|