Purchases and Sales Made in Q4 2025 in Ishares Msci Usa Small Cap Min (SMMV)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Min (SMMV) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SMALL-CAP MIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.73KNew |
$240K - $247K
|
5.73K
$244K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.06K+ 22.65% |
$170K - $175K
|
22K
$934K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.73KNew |
$72.3K - $74.4K
|
1.73K
$73.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
201+ 216.13% |
$8.42K - $8.67K
|
294
$12.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
179+ 0.95% |
$7.5K - $7.72K
|
19.1K
$811K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
83+ 0.25% |
$3.48K - $3.58K
|
33.9K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
58+ 10.03% |
$2.43K - $2.5K
|
636
$27K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7+ 0.13% |
$293 - $302
|
5.21K
$221K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-71- 0.97% |
$2.98K - $3.06K
|
7.28K
$309K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-245- 4.6% |
$10.3K - $10.6K
|
5.08K
$216K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-296- 2.91% |
$12.4K - $12.8K
|
9.88K
$420K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-352- 4.93% |
$14.8K - $15.2K
|
6.78K
$288K
|
|
|
Jan 23, 2026
Q4 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-596- 5.63% |
$25K - $25.7K
|
10K
$425K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-638- 2.99% |
$26.7K - $27.5K
|
20.7K
$880K
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-810- 1.73% |
$33.9K - $35K
|
45.9K
$1.95M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.64K- 15.5% |
$68.8K - $70.8K
|
8.95K
$380K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-10.7K- 13.05% |
$448K - $461K
|
71.2K
$3.03M
|
|