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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-12.7K- 9.36% |
$512K - $565K
|
123K
$5.34M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.88K- 22.95% |
$75.8K - $83.6K
|
6.33K
$274K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-917- 4.05% |
$36.9K - $40.7K
|
21.7K
$941K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-915- 9.19% |
$36.8K - $40.6K
|
9.04K
$391K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-506- 26.7% |
$20.4K - $22.4K
|
1.39K
$60.1K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-228- 91.57% |
$9.18K - $10.1K
|
21
$909
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-110- 0.09% |
$4.43K - $4.88K
|
122K
$5.29M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-26- 68.42% |
$1.05K - $1.15K
|
12
$519
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18- 24.32% |
$725 - $798
|
56
$2.42K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13M- 98.49% |
$481M - $531M
|
199K
$8.63M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-142K- 93.49% |
$5.24M - $5.79M
|
9.86K
$427K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.8K- 5.94% |
$954K - $1.05M
|
409K
$17.7M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-527- 89.02% |
$19.5K - $21.5K
|
65
$2.81K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-182- 80.53% |
$6.73K - $7.43K
|
44
$1.9K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-30- 2.78% |
$1.11K - $1.23K
|
1.05K
$45.5K
|
|
Q2 2024 | |||||||
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-746- 2.76% |
$26.4K - $28.2K
|
26.3K
$1.14M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-515- 13.23% |
$18.2K - $19.4K
|
3.38K
$146K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-187- 80.26% |
$6.63K - $7.06K
|
46
$1.99K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-138- 89.61% |
$4.89K - $5.21K
|
16
$693
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-84- 63.64% |
$2.98K - $3.17K
|
48
$2.08K
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-7- 0.03% |
$248 - $264
|
23.6K
$1.02M
|
|
Q1 2024 | |||||||
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-813- 6.47% |
$28.5K - $30.4K
|
11.8K
$509K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-744- 99.87% |
$26.1K - $27.9K
|
1
$43.3
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-334- 96.25% |
$11.7K - $12.5K
|
13
$563
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-215- 32.14% |
$7.55K - $8.05K
|
454
$19.7K
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-5.71K- 44.64% |
$183K - $205K
|
7.08K
$306K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.42K- 36.74% |
$110K - $123K
|
5.89K
$255K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.68K- 20.31% |
$53.8K - $60.2K
|
6.58K
$285K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-451- 13.11% |
$14.5K - $16.2K
|
2.99K
$129K
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-258- 53.09% |
$8.28K - $9.26K
|
228
$9.87K
|
|
Q3 2023 | |||||||
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.74K- 29.86% |
$90.4K - $96.3K
|
6.43K
$278K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-542- 6.25% |
$17.9K - $19.1K
|
8.13K
$352K
|
|
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
$817K
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-887- 12.38% |
$29.4K - $31.1K
|
6.28K
$272K
|
|
Q1 2023 | |||||||
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.07K- 46.57% |
$35.8K - $39.5K
|
1.23K
$53.3K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-381- 61.16% |
$12.7K - $14K
|
242
$10.5K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-198- 2.94% |
$6.61K - $7.28K
|
6.54K
$283K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-54- 5.57% |
$1.8K - $1.99K
|
915
$39.6K
|
|
Q4 2022 | |||||||
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.5K- 38.38% |
$496K - $563K
|
24.9K
$1.08M
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-6.52K- 47.24% |
$209K - $237K
|
7.28K
$315K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.09K- 44.74% |
$131K - $149K
|
5.06K
$219K
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.81K- 5.99% |
$58.1K - $65.8K
|
28.5K
$1.23M
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.64K- 7.99% |
$52.6K - $59.6K
|
18.9K
$818K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.56K- 2.47% |
$49.9K - $56.6K
|
61.4K
$2.66M
|
|
Q3 2022 | |||||||
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.15K- 26.19% |
$164K - $191K
|
14.5K
$628K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.15K- 20.25% |
$68.5K - $79.5K
|
8.45K
$366K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-81- 51.59% |
$2.58K - $3K
|
76
$3.29K
|
|
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
|