Latest Institutional Purchases of Ishares Msci Usa Small Cap Min (SMMV)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Small Cap Min (SMMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
25.4KNew |
$1.03M - $1.08M
|
25.4K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.23K+ 17.65% |
$211K - $223K
|
34.9K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.14KNew |
$86.4K - $91.3K
|
2.14K
$88K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
862+ 13.54% |
$34.8K - $36.8K
|
7.23K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
736+ 0.26% |
$29.7K - $31.4K
|
284K
$11.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
575+ 1.45% |
$23.2K - $24.5K
|
40.3K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
528New |
$21.3K - $22.5K
|
528
$21.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
53New |
$2.14K - $2.26K
|
53
$2.18K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
36+ 0.35% |
$1.45K - $1.54K
|
10.2K
$420K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18New |
$727 - $768
|
18
$741
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.05% |
$283 - $299
|
13.3K
$547K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6+ 0.12% |
$242 - $256
|
4.95K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5+ 0.09% |
$202 - $213
|
5.42K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.3% |
$162 - $171
|
1.36K
$55.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3+ 0.06% |
$121 - $128
|
5.08K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.5% |
$121 - $128
|
602
$24.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1+ 0.0% |
$40.4 - $42.7
|
128K
$5.26M
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
326KNew |
$13.1M - $14.4M
|
326K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
156K+ 15.12% |
$6.29M - $6.92M
|
1.19M
$48.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.8K+ 509.83% |
$2.85M - $3.14M
|
84.7K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
40.2KNew |
$1.62M - $1.78M
|
40.2K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.2K+ 39.18% |
$852K - $938K
|
75.1K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6K+ 95.62% |
$468K - $515K
|
23.8K
$977K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 6.65% |
$434K - $478K
|
173K
$7.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
9.55KNew |
$384K - $423K
|
9.55K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.07KNew |
$244K - $269K
|
6.07K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.51KNew |
$222K - $244K
|
5.51K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.74K+ 29.32% |
$191K - $210K
|
20.9K
$859K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.29KNew |
$173K - $190K
|
4.29K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.34K+ 17.52% |
$135K - $148K
|
22.4K
$922K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.26K+ 44.29% |
$131K - $144K
|
10.6K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.66K+ 29.63% |
$107K - $118K
|
11.7K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.45K+ 29.3% |
$58.5K - $64.5K
|
6.42K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$57.8K - $63.7K
|
1.44K
$59.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.33KNew |
$53.6K - $59.1K
|
1.33K
$54.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.33K+ 24.92% |
$53.6K - $59K
|
6.67K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
429New |
$17.3K - $19K
|
429
$17.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
276New |
$11.1K - $12.2K
|
276
$11.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
186+ 0.74% |
$7.49K - $8.25K
|
25.2K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 1.35% |
$5.72K - $6.3K
|
10.6K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
127+ 0.38% |
$5.11K - $5.63K
|
33.9K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
72+ 0.6% |
$2.9K - $3.19K
|
12.1K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
68+ 2.54% |
$2.74K - $3.02K
|
2.74K
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.45% |
$242 - $266
|
1.35K
$55.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 0.57% |
$121 - $133
|
528
$21.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.79% |
$40.3 - $44.4
|
57
$2.34K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.45% |
$40.3 - $44.4
|
221
$9.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
153KNew |
$5.64M - $6.23M
|
153K
$6.27M
|
|