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 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
406New |
$14.3K - $15.9K
|
406
$17.2K
|
|
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
$3.08K
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16.1KClosed |
$567K - $629K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
110New |
$3.88K - $4.31K
|
110
$4.65K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-18- 15.0% |
$635 - $705
|
102
$4.31K
|
|
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
$5.71K
|
|
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
$1.65K
|
|
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
$456K
|
|
Q3 2021 | |||||||
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-26.4KClosed |
$973K - $1.03M
|
0
$0
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
111KNew |
$4.09M - $4.33M
|
111K
$4.68M
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-500Closed |
$18.4K - $19.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.02KClosed |
$185K - $196K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-7.18KClosed |
$265K - $280K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-85Closed |
$3.14K - $3.32K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-48Closed |
$1.77K - $1.87K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-91.8KClosed |
$3.38M - $3.54M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.18KClosed |
$117K - $122K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-10.9KClosed |
$400K - $419K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.8KClosed |
$213K - $224K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-45.8KClosed |
$1.68M - $1.77M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-102- 5.5% |
$3.75K - $3.93K
|
1.75K
$74.1K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.82KNew |
$66.8K - $70.1K
|
1.82K
$76.8K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-413Closed |
$15.2K - $15.9K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
375New |
$13.8K - $14.5K
|
375
$15.8K
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-305Closed |
$11.2K - $11.8K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-34Closed |
$1.25K - $1.31K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
14+ 0.42% |
$515 - $540
|
3.39K
$143K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-507Closed |
$17K - $19.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.5KClosed |
$520K - $590K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-21.2KClosed |
$712K - $808K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-13.6KClosed |
$457K - $518K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-6.26KClosed |
$210K - $238K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.2KClosed |
$275K - $312K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Round Table Services, LLC
|
SELL
|
- |
-7.28KClosed |
$244K - $277K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-24.4KClosed |
$819K - $929K
|
0
$0
|