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 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-2.75KClosed |
$92.2K - $105K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-33.2KClosed |
$1.11M - $1.26M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.92KClosed |
$299K - $339K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-404Closed |
$13.5K - $15.4K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-17.9KClosed |
$601K - $682K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
269New |
$7.92K - $9.14K
|
269
$11.4K
|
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
130New |
$3.83K - $4.41K
|
130
$5.49K
|
|
|
Feb 08, 2021
Q4 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.3KClosed |
$244K - $282K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-78.2KClosed |
$2.3M - $2.65M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Verde Capital Management
|
SELL
|
- |
-32.8KClosed |
$967K - $1.12M
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$346K - $399K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-350Closed |
$10.3K - $11.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-286Closed |
$8.14K - $8.89K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-70Closed |
$1.99K - $2.18K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-21.8KClosed |
$621K - $679K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-77Closed |
$2.19K - $2.39K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.49K+ 818.54% |
$156K - $200K
|
7.28K
$308K
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
8.31KNew |
$200K - $256K
|
8.31K
$351K
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-22.3KClosed |
$537K - $687K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-820Closed |
$19.7K - $25.2K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-95Closed |
$2.28K - $2.92K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.7KClosed |
$40.9K - $52.3K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-28.1KClosed |
$674K - $863K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.32KClosed |
$128K - $164K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.02KClosed |
$156K - $255K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-26.6KClosed |
$591K - $966K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.84K- 1.77% |
$40.8K - $66.6K
|
102K
$4.3M
|
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-217KClosed |
$4.82M - $7.87M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.06KClosed |
$135K - $220K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-156Closed |
$3.47K - $5.67K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.7KClosed |
$216K - $352K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Pds Planning, Inc
|
SELL
|
- |
-6.64KClosed |
$148K - $241K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-20.1KClosed |
$446K - $729K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 28, 2019
Q3 2019
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.24KClosed |
$241K - $251K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.87KClosed |
$281K - $313K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 30, 2018
Q4 2017
|
Burt Wealth Advisors
|
SELL
|
- |
-717Closed |
$20.3K - $21.2K
|
0
$0
|
|