Ae Wealth Management LLC Ishares Msci Usa Small Cap Min Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Ae Wealth Management LLC holds 887 shares of SMMV stock, worth $37,715. This represents 0.0% of its overall portfolio holdings.

Number of Shares
887
Previous 892 0.56%
Holding current value
$37,715
Previous $37,000 2.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$41.17 - $43.65 $205 - $218
-5 Reduced 0.56%
887 $38,000
Q2 2025

Aug 06, 2025
SELL
$37.87 - $42.54 $20,601 - $23,141
-544 Reduced 37.88%
892 $37,000
Q4 2024

Feb 13, 2025
BUY
$40.26 - $44.35 $57,813 - $63,686
1,436 New
1,436 $59,000
Q2 2022

Aug 03, 2022
SELL
$32.29 - $37.71 $26,025 - $30,394
-806 Reduced 11.51%
6,197 $211,000
Q1 2022

Apr 18, 2022
BUY
$35.29 - $39.15 $23,679 - $26,269
671 Added 10.6%
7,003 $260,000
Q4 2021

Jan 20, 2022
BUY
$36.63 - $39.41 $12,747 - $13,714
348 Added 5.82%
6,332 $248,000
Q3 2021

Nov 01, 2021
SELL
$36.89 - $39.03 $141,657 - $149,875
-3,840 Reduced 39.09%
5,984 $222,000
Q2 2021

Jul 21, 2021
SELL
$36.77 - $38.54 $2.7 Million - $2.83 Million
-73,363 Reduced 88.19%
9,824 $374,000
Q1 2021

Apr 27, 2021
BUY
$33.53 - $38.04 $1.23 Million - $1.39 Million
36,646 Added 78.74%
83,187 $3.07 Million
Q4 2020

Feb 01, 2021
BUY
$29.43 - $33.96 $235,086 - $271,272
7,988 Added 20.72%
46,541 $1.58 Million
Q3 2020

Nov 06, 2020
BUY
$28.46 - $31.09 $73,540 - $80,336
2,584 Added 7.18%
38,553 $1.13 Million
Q2 2020

Aug 05, 2020
BUY
$24.04 - $30.77 $71,446 - $91,448
2,972 Added 9.01%
35,969 $1.04 Million
Q1 2020

May 07, 2020
BUY
$22.24 - $36.32 $733,853 - $1.2 Million
32,997 New
32,997 $853,000

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 Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email