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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.56K- 2.47% |
$49.9K - $56.6K
|
61.4K
$2.6M
|
|
Q3 2022 | |||||||
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.15K- 26.19% |
$164K - $191K
|
14.5K
$613K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.15K- 20.25% |
$68.5K - $79.5K
|
8.45K
$357K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-81- 51.59% |
$2.58K - $3K
|
76
$3.21K
|
|
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
$270K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.34K- 18.09% |
$43.2K - $50.4K
|
6.06K
$256K
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.07K- 14.19% |
$34.6K - $40.4K
|
6.48K
$274K
|
|
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
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-32.2KClosed |
$1.14M - $1.26M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16.1KClosed |
$567K - $629K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-10KClosed |
$354K - $393K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.89KClosed |
$208K - $231K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.85KClosed |
$206K - $229K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.18KClosed |
$183K - $203K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-263Closed |
$9.28K - $10.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-132Closed |
$4.66K - $5.17K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-101Closed |
$3.56K - $3.95K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-25Closed |
$882 - $979
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-18- 15.0% |
$635 - $705
|
102
$4.31K
|
|
Q4 2021 | |||||||
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-43.6KClosed |
$1.6M - $1.72M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.36KClosed |
$306K - $329K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-6.03KClosed |
$221K - $237K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.9KClosed |
$216K - $232K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-900Closed |
$33K - $35.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-581Closed |
$21.3K - $22.9K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-60Closed |
$2.2K - $2.36K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-40Closed |
$1.47K - $1.58K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-3Closed |
$110 - $118
|
0
$0
|
|
Q3 2021 | |||||||
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-26.4KClosed |
$973K - $1.03M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-7.18KClosed |
$265K - $280K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.02KClosed |
$185K - $196K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-500Closed |
$18.4K - $19.5K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-85Closed |
$3.14K - $3.32K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-48Closed |
$1.77K - $1.87K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-91.8KClosed |
$3.38M - $3.54M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-45.8KClosed |
$1.68M - $1.77M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-10.9KClosed |
$400K - $419K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.8KClosed |
$213K - $224K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.18KClosed |
$117K - $122K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-413Closed |
$15.2K - $15.9K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-305Closed |
$11.2K - $11.8K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-102- 5.5% |
$3.75K - $3.93K
|
1.75K
$74.1K
|