Mosaic Family Wealth Partners, LLC Ishares Msci Usa Small Cap Min Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 13,293 shares of SMMV stock, worth $551,526. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,293

Previous 13,071 1.7%

Holding current value

$551,526

Previous $533 Million 3.35%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$40.26 - $44.35 $8,937 - $9,845	222 Added 1.7%	13,293 $551 Million
Q3 2024 Nov 13, 2024	SELL	$36.99 - $40.84 $115,593 - $127,625	-3,125 Reduced 19.29%	13,071 $533 Million
Q2 2024 Aug 06, 2024	SELL	$35.43 - $37.76 $67,600 - $72,046	-1,908 Reduced 10.54%	16,196 $604 Million
Q1 2024 Jun 13, 2024	BUY	$35.11 - $37.45 $40,622 - $43,329	1,157 Added 6.83%	18,104 $678 Million
Q4 2023 Jan 29, 2024	SELL	$32.1 - $35.91 $45,004 - $50,345	-1,402 Reduced 7.64%	16,947 $605 Million
Q2 2023 Aug 08, 2023	SELL	$33.12 - $35.11 $24,177 - $25,630	-730 Reduced 3.83%	18,349 $629 Million
Q1 2023 Apr 10, 2023	BUY	$33.4 - $36.77 $155,376 - $171,054	4,652 Added 32.25%	19,079 $662 Million
Q4 2022 Feb 14, 2023	BUY	$32.04 - $36.32 $462,241 - $523,988	14,427 New	14,427 $499 Million

Others Institutions Holding SMMV

# of Institutions

137

Shares Held

6.31M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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Mosaic Family Wealth Partners, LLC Ishares Msci Usa Small Cap Min Transaction History