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

Adamsbrown Wealth Consultants LLC

  • $314 Million
  • Q3 2025

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 10,178 shares of SMMV stock, worth $432,768. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,178
Previous 10,141 0.36%
Holding current value
$432,768
Previous $426,000 2.82%
% of portfolio
0.14%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$41.17 - $43.65 $1,523 - $1,615
37 Added 0.36%
10,178 $438,000
Q2 2025

Jul 08, 2025
SELL
$37.87 - $42.54 $2,537 - $2,850
-67 Reduced 0.66%
10,141 $426,000
Q1 2025

Apr 11, 2025
BUY
$40.38 - $42.65 $1,453 - $1,535
36 Added 0.35%
10,208 $421,000
Q4 2024

Jan 24, 2025
BUY
$40.26 - $44.35 $3,703 - $4,080
92 Added 0.91%
10,172 $421,000
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

Others Institutions Holding SMMV

# of Institutions
141
Shares Held
5.62M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MIN

SMMV Quotes by TradingView
  • Ticker SMMV
  • Sector ETFs
  • Industry ETFs
More about SMMV
Track This Portfolio

Track Adamsbrown Wealth Consultants LLC Portfolio

Follow Adamsbrown Wealth Consultants LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adamsbrown Wealth Consultants LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adamsbrown Wealth Consultants LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email