Latest Institutional Purchases of Ishares Msci Usa Small Cap Min (SMMV)

SMMV Quotes by TradingView

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 23, 2025 Q2 2025
Sachetta, LLC

Lynnfield, MA
BUY
 -
1
+ 1.75%
$37.9 - $42.5
58 $2.51K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 22, 2025 Q1 2025
1858 Wealth Management, LLC

Akron, OH
BUY
 -
25.4K
New
$1.03M - $1.08M
25.4K $1.1M
May 02, 2025 Q1 2025
Cable Hill Partners, LLC

Portland, OR
BUY
 -
862
+ 13.54%
$34.8K - $36.8K
7.23K $313K
Apr 21, 2025 Q1 2025
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
528
New
$21.3K - $22.5K
528 $22.9K
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
345
+ 125.0%
$13.9K - $14.7K
621 $26.9K
Apr 29, 2025 Q1 2025
Compass Wealth Management LLC

Guilford, CT
BUY
 -
53
New
$2.14K - $2.26K
53 $2.29K
May 08, 2025 Q1 2025
Heritage Wealth Advisors

BUY
 -
48
New
$1.94K - $2.05K
48 $2.08K
May 13, 2025 Q1 2025
Bank Of Montreal

Toronto, A6
BUY
 -
37
+ 2.11%
$1.49K - $1.58K
1.79K $77.6K
May 01, 2025 Q1 2025
Hughes Financial Services, LLC

Herndon, VA
BUY
 -
18
New
$727 - $768
18 $779
Q4 2024
Jan 31, 2025 Q4 2024
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
6.07K
New
$244K - $269K
6.07K $263K
Feb 14, 2025 Q4 2024
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
1.33K
New
$53.6K - $59.1K
1.33K $57.7K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
142
+ 1.35%
$5.72K - $6.3K
10.6K $460K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
3
+ 0.57%
$121 - $133
528 $22.9K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
1
+ 1.79%
$40.3 - $44.4
57 $2.47K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
1
+ 0.45%
$40.3 - $44.4
221 $9.57K
Q3 2024
Nov 14, 2024 Q3 2024
Jane Street Group, LLC

New York, NY
BUY
 -
12.8K
New
$474K - $523K
12.8K $554K
Nov 14, 2024 Q3 2024
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 -
8.43K
New
$312K - $344K
8.43K $365K
Nov 12, 2024 Q3 2024
Citigroup Inc

BUY
 -
1.46K
New
$54K - $59.6K
1.46K $63.2K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.25K
New
$46.3K - $51.2K
1.25K $54.2K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
871
+ 390.58%
$32.2K - $35.6K
1.09K $47.4K
Oct 16, 2024 Q3 2024
Bfsg, LLC

BUY
 -
386
New
$14.3K - $15.8K
386 $16.7K
Nov 01, 2024 Q3 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
194
New
$7.18K - $7.92K
194 $8.4K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
80
New
$2.96K - $3.27K
80 $3.46K
Oct 17, 2024 Q3 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
80
New
$2.96K - $3.27K
80 $3.46K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
36
New
$1.33K - $1.47K
36 $1.56K
Oct 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
1
New
$37 - $40.8
1 $43.3
Q2 2024
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
102K
+ 838.87%
$3.62M - $3.86M
114K $4.95M
Aug 09, 2024 Q2 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
14K
New
$495K - $528K
14K $605K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.32K
+ 2400.0%
$46.8K - $49.8K
1.38K $59.5K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
952
New
$33.7K - $35.9K
952 $41.2K
Aug 13, 2024 Q2 2024
Fairscale Capital, LLC

Nashua, NH
BUY
 -
394
New
$14K - $14.9K
394 $17.1K
Aug 07, 2024 Q2 2024
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
215
+ 5.6%
$7.62K - $8.12K
4.05K $175K
Jul 15, 2024 Q2 2024
Bangor Savings Bank

Bangor, ME
BUY
 -
212
New
$7.51K - $8.01K
212 $9.18K
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
116
New
$4.11K - $4.38K
116 $5.02K
Jul 25, 2024 Q2 2024
Raymond James Trust Co. Of Nh

BUY
 -
104
+ 1.81%
$3.68K - $3.93K
5.87K $254K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
69
New
$2.44K - $2.61K
69 $2.99K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
14
New
$496 - $529
14 $606
Jul 15, 2024 Q2 2024
Financial Advisors, LLC

Andover, MA
BUY
 -
4
+ 0.07%
$142 - $151
5.86K $254K
Q1 2024
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
12.4K
New
$434K - $463K
12.4K $535K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
640
New
$22.5K - $24K
640 $27.7K
May 14, 2024 Q1 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
354
+ 272.31%
$12.4K - $13.3K
484 $21K
May 15, 2024 Q1 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
309
New
$10.8K - $11.6K
309 $13.4K
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
278
New
$9.76K - $10.4K
278 $12K
Apr 16, 2024 Q1 2024
Indiana Trust & Investment Management CO

BUY
 -
191
New
$6.71K - $7.15K
191 $8.27K
May 13, 2024 Q1 2024
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
96
New
$3.37K - $3.6K
96 $4.16K
May 10, 2024 Q1 2024
Truist Financial Corp

BUY
 -
8
+ 0.05%
$281 - $300
16.7K $725K
Q4 2023
Feb 01, 2024 Q4 2023
Sage Mountain Advisors LLC

BUY
 -
33.1K
New
$1.06M - $1.19M
33.1K $1.43M
Jan 09, 2024 Q4 2023
Resource Planning Group

BUY
 -
19.4K
New
$622K - $696K
19.4K $839K

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