Concurrent Investment Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,870 shares of SMMV stock, worth $419,672. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,870

Previous 9,851 0.19%

Holding current value

$419,672

Previous $414 Million 2.68%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$41.17 - $43.65 $782 - $829	19 Added 0.19%	9,870 $425 Million
Q2 2025 Jul 25, 2025	BUY	$37.87 - $42.54 $18,783 - $21,099	496 Added 5.3%	9,851 $414 Million
Q1 2025 Apr 29, 2025	SELL	$40.38 - $42.65 $3,068 - $3,241	-76 Reduced 0.81%	9,355 $388 Million
Q4 2024 Feb 03, 2025	BUY	$40.26 - $44.35 $83,982 - $92,514	2,086 Added 28.4%	9,431 $391 Million
Q3 2024 Oct 30, 2024	SELL	$36.99 - $40.84 $9,136 - $10,087	-247 Reduced 3.25%	7,345 $300 Million

Q2 2024 Jul 30, 2024	BUY	$35.43 - $37.76 $20,265 - $21,598	572 Added 8.15%	7,592 $283 Million
Q1 2024 May 07, 2024	SELL	$35.11 - $37.45 $3,581 - $3,819	-102 Reduced 1.43%	7,020 $263 Million
Q4 2023 Apr 15, 2024	BUY	$32.1 - $35.91 $228,616 - $255,751	7,122 New	7,122 $254 Million

Others Institutions Holding SMMV

# of Institutions

143

Shares Held

5.62M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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Concurrent Investment Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History