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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.66K+ 2632.3% |
$290K - $326K
|
7.95K
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.85KNew |
$184K - $206K
|
4.85K
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115New |
$4.36K - $4.89K
|
115
$4.86K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.11% |
$189 - $213
|
4.63K
$196K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.22% |
$114 - $128
|
1.36K
$57.5K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.3K+ 6.08% |
$2.92M - $3.08M
|
1.26M
$53.3M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
61.8KNew |
$2.49M - $2.63M
|
61.8K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.5K+ 193.86% |
$1.63M - $1.73M
|
61.4K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
30.9KNew |
$1.25M - $1.32M
|
30.9K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
25.4KNew |
$1.03M - $1.08M
|
25.4K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
6.84KNew |
$276K - $292K
|
6.84K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.43KNew |
$219K - $232K
|
5.43K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.23K+ 17.65% |
$211K - $223K
|
34.9K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.31KNew |
$134K - $141K
|
3.31K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.19K+ 1.75% |
$129K - $136K
|
186K
$7.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.14KNew |
$86.4K - $91.3K
|
2.14K
$90.4K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
862+ 13.54% |
$34.8K - $36.8K
|
7.23K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
736+ 0.26% |
$29.7K - $31.4K
|
284K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
590+ 0.67% |
$23.8K - $25.2K
|
89K
$3.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
575+ 1.45% |
$23.2K - $24.5K
|
40.3K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
528New |
$21.3K - $22.5K
|
528
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
345+ 125.0% |
$13.9K - $14.7K
|
621
$26.2K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
313+ 11.42% |
$12.6K - $13.3K
|
3.05K
$129K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63+ 0.94% |
$2.54K - $2.69K
|
6.74K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59+ 0.17% |
$2.38K - $2.52K
|
33.9K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
53New |
$2.14K - $2.26K
|
53
$2.24K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
48New |
$1.94K - $2.05K
|
48
$2.03K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37+ 2.11% |
$1.49K - $1.58K
|
1.79K
$75.8K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18New |
$727 - $768
|
18
$761
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 5.44% |
$323 - $341
|
155
$6.55K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.05% |
$283 - $299
|
13.3K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6+ 0.12% |
$242 - $256
|
4.95K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5+ 0.09% |
$202 - $213
|
5.42K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3+ 0.06% |
$121 - $128
|
5.08K
$214K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.5% |
$121 - $128
|
602
$25.4K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2+ 0.47% |
$80.8 - $85.3
|
431
$18.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1+ 0.0% |
$40.4 - $42.7
|
128K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
40.2KNew |
$1.62M - $1.78M
|
40.2K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6K+ 95.62% |
$468K - $515K
|
23.8K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.07KNew |
$244K - $269K
|
6.07K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$57.8K - $63.7K
|
1.44K
$60.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.33KNew |
$53.6K - $59.1K
|
1.33K
$56.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 1.35% |
$5.72K - $6.3K
|
10.6K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
72+ 0.6% |
$2.9K - $3.19K
|
12.1K
$512K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 0.57% |
$121 - $133
|
528
$22.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.79% |
$40.3 - $44.4
|
57
$2.41K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.45% |
$40.3 - $44.4
|
221
$9.34K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$474K - $523K
|
12.8K
$541K
|
|