Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89K- 15.58% |
$3.6M - $3.8M
|
482K
$19.8M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.6K- 41.08% |
$1.56M - $1.65M
|
55.4K
$2.28M
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-32K- 74.12% |
$1.29M - $1.36M
|
11.2K
$459K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-14.8K- 13.73% |
$596K - $630K
|
92.8K
$3.82M
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-5.61K- 33.29% |
$226K - $239K
|
11.2K
$462K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.23K- 22.01% |
$131K - $138K
|
11.5K
$471K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-818- 3.52% |
$33K - $34.9K
|
22.4K
$921K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-491- 1.87% |
$19.8K - $20.9K
|
25.8K
$1.06M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-431- 6.65% |
$17.4K - $18.4K
|
6.05K
$249K
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-349- 1.19% |
$14.1K - $14.9K
|
29K
$1.19M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-297- 4.12% |
$12K - $12.7K
|
6.92K
$285K
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-143- 2.28% |
$5.77K - $6.1K
|
6.13K
$252K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-133- 1.73% |
$5.37K - $5.67K
|
7.57K
$311K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-132- 5.66% |
$5.33K - $5.63K
|
2.2K
$90.6K
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-81- 0.62% |
$3.27K - $3.45K
|
13.1K
$537K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-76- 0.81% |
$3.07K - $3.24K
|
9.36K
$385K
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-40- 0.86% |
$1.62K - $1.71K
|
4.63K
$190K
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-31- 0.09% |
$1.25K - $1.32K
|
34.5K
$1.42M
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-15- 0.09% |
$606 - $640
|
17.1K
$702K
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-8- 0.13% |
$323 - $341
|
5.96K
$245K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-166K- 21.83% |
$6.68M - $7.36M
|
594K
$24.4M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.2K- 50.75% |
$613K - $676K
|
14.8K
$608K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-12.7K- 9.36% |
$512K - $565K
|
123K
$5.07M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.5K- 14.88% |
$462K - $509K
|
65.7K
$2.7M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.91K- 21.41% |
$319K - $351K
|
29K
$1.19M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.07K- 4.68% |
$285K - $314K
|
144K
$5.93M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.55K- 1.85% |
$143K - $158K
|
188K
$7.75M
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.95K- 18.23% |
$119K - $131K
|
13.2K
$544K
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.77K- 3.85% |
$112K - $123K
|
69.3K
$2.85M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.48K- 23.9% |
$99.9K - $110K
|
7.91K
$325K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.35K- 18.74% |
$94.7K - $104K
|
10.2K
$419K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.88K- 22.95% |
$75.8K - $83.6K
|
6.33K
$260K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.65K- 7.31% |
$66.4K - $73.1K
|
20.9K
$860K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 14.95% |
$63.2K - $69.6K
|
8.93K
$367K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.34K- 1.49% |
$53.9K - $59.4K
|
88.4K
$3.64M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.14K- 0.62% |
$45.7K - $50.3K
|
183K
$7.51M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-917- 4.05% |
$36.9K - $40.7K
|
21.7K
$894K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-915- 9.19% |
$36.8K - $40.6K
|
9.04K
$372K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-852- 14.91% |
$34.3K - $37.8K
|
4.86K
$200K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-667- 6.73% |
$26.9K - $29.6K
|
9.25K
$380K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-506- 26.7% |
$20.4K - $22.4K
|
1.39K
$57.1K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-441- 4.76% |
$17.8K - $19.6K
|
8.83K
$363K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-327- 3.12% |
$13.2K - $14.5K
|
10.2K
$418K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-298- 1.09% |
$12K - $13.2K
|
27.1K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-232- 0.31% |
$9.34K - $10.3K
|
74.5K
$3.06M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-228- 91.57% |
$9.18K - $10.1K
|
21
$864
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-110- 0.09% |
$4.43K - $4.88K
|
122K
$5.03M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-71- 0.84% |
$2.86K - $3.15K
|
8.34K
$343K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 1.0% |
$2.01K - $2.22K
|
4.94K
$203K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-26- 68.42% |
$1.05K - $1.15K
|
12
$494
|