Adamsbrown Wealth Consultants LLC Ishares Msci Usa Small Cap Min Transaction History

Adamsbrown Wealth Consultants LLC

  • $288 Million
  • Q3 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 10,080 shares of SMMV stock, worth $418,824. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,080
Previous 12,294 18.01%
Holding current value
$418,824
Previous $458,000 10.26%
% of portfolio
0.14%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$36.99 - $40.84 $81,895 - $90,419
-2,214 Reduced 18.01%
10,080 $411,000
Q2 2024

Jul 12, 2024
SELL
$35.43 - $37.76 $6,093 - $6,494
-172 Reduced 1.38%
12,294 $458,000
Q1 2024

Apr 30, 2024
BUY
$35.11 - $37.45 $8,637 - $9,212
246 Added 2.01%
12,466 $466,000
Q4 2023

Jan 29, 2024
SELL
$32.1 - $35.91 $38,744 - $43,343
-1,207 Reduced 8.99%
12,220 $436,000
Q3 2023

Oct 24, 2023
SELL
$33.03 - $35.21 $446,169 - $475,616
-13,508 Reduced 50.15%
13,427 $443,000
Q2 2023

Jul 12, 2023
SELL
$33.12 - $35.11 $123,901 - $131,346
-3,741 Reduced 12.2%
26,935 $923,000
Q1 2023

May 10, 2023
BUY
$33.4 - $36.77 $31,229 - $34,379
935 Added 3.14%
30,676 $1.06 Million
Q4 2022

Jan 27, 2023
SELL
$32.04 - $36.32 $361,347 - $409,616
-11,278 Reduced 27.49%
29,741 $0
Q3 2022

Oct 26, 2022
SELL
$31.91 - $37.05 $255,854 - $297,066
-8,018 Reduced 16.35%
41,019 $1.31 Million
Q2 2022

Jul 27, 2022
SELL
$32.29 - $37.71 $157,736 - $184,213
-4,885 Reduced 9.06%
49,037 $1.67 Million
Q1 2022

May 16, 2022
SELL
$35.29 - $39.15 $79,331 - $88,009
-2,248 Reduced 4.0%
53,922 $2.01 Million
Q4 2021

Feb 17, 2022
BUY
$36.63 - $39.41 $2.06 Million - $2.21 Million
56,170 New
56,170 $2.2 Million

About ISHARES MSCI USA SMALL-CAP MIN

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  • Ticker SMMV
  • Sector ETFs
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