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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-495- 7.66% |
$17.5K - $18.7K
|
5.96K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-187- 80.26% |
$6.63K - $7.06K
|
46
$1.9K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-138- 89.61% |
$4.89K - $5.21K
|
16
$661
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-84- 63.64% |
$2.98K - $3.17K
|
48
$1.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-80- 9.59% |
$2.83K - $3.02K
|
754
$31.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-7- 0.03% |
$248 - $264
|
23.6K
$977K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.36K- 21.39% |
$47.6K - $50.8K
|
4.99K
$206K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-744- 99.87% |
$26.1K - $27.9K
|
1
$41.3
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-742- 7.0% |
$26.1K - $27.8K
|
9.86K
$408K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-334- 96.25% |
$11.7K - $12.5K
|
13
$537
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-215- 32.14% |
$7.55K - $8.05K
|
454
$18.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-43- 29.25% |
$1.51K - $1.61K
|
104
$4.3K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-5.71K- 44.64% |
$183K - $205K
|
7.08K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.42K- 36.74% |
$110K - $123K
|
5.89K
$244K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.68K- 20.31% |
$53.8K - $60.2K
|
6.58K
$272K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.17K- 90.82% |
$37.5K - $41.9K
|
118
$4.88K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-451- 13.11% |
$14.5K - $16.2K
|
2.99K
$124K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-258- 53.09% |
$8.28K - $9.26K
|
228
$9.43K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.74K- 29.86% |
$90.4K - $96.3K
|
6.43K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-542- 6.25% |
$17.9K - $19.1K
|
8.13K
$336K
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.12KClosed |
$203K - $215K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.41K- 6.93% |
$46.6K - $49.4K
|
18.9K
$781K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-887- 12.38% |
$29.4K - $31.1K
|
6.28K
$259K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.07K- 46.57% |
$35.8K - $39.5K
|
1.23K
$50.9K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-381- 61.16% |
$12.7K - $14K
|
242
$10K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-198- 2.94% |
$6.61K - $7.28K
|
6.54K
$270K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-54- 5.57% |
$1.8K - $1.99K
|
915
$37.8K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.5K- 38.38% |
$496K - $563K
|
24.9K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-6.52K- 47.24% |
$209K - $237K
|
7.28K
$301K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.09K- 44.74% |
$131K - $149K
|
5.06K
$209K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.81K- 5.99% |
$58.1K - $65.8K
|
28.5K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.64K- 7.99% |
$52.6K - $59.6K
|
18.9K
$781K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.56K- 2.47% |
$49.9K - $56.6K
|
61.4K
$2.54M
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.15K- 26.19% |
$164K - $191K
|
14.5K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.15K- 20.25% |
$68.5K - $79.5K
|
8.45K
$349K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-81- 51.59% |
$2.58K - $3K
|
76
$3.14K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-34.4KClosed |
$1.11M - $1.3M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-10.1KClosed |
$326K - $381K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.45KClosed |
$208K - $243K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.9KClosed |
$191K - $223K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.78KClosed |
$187K - $218K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-5.46KClosed |
$176K - $206K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.32K- 34.21% |
$107K - $125K
|
6.39K
$264K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.34K- 18.09% |
$43.2K - $50.4K
|
6.06K
$250K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.07K- 14.19% |
$34.6K - $40.4K
|
6.48K
$268K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-806- 11.51% |
$26K - $30.4K
|
6.2K
$256K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-500Closed |
$16.1K - $18.9K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-41Closed |
$1.32K - $1.55K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-31Closed |
$1K - $1.17K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 1.33% |
$32.3 - $37.7
|
74
$3.06K
|
|