Avantax Advisory Services, Inc. Ishares Msci Usa Small Cap Min Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,740 shares of SMMV stock, worth $286,584. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,740
Previous 6,736 0.06%
Holding current value
$286,584
Previous $279,000 1.43%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$37.87 - $42.54 $151 - $170
4 Added 0.06%
6,740 $283,000
Q1 2025

May 06, 2025
BUY
$40.38 - $42.65 $2,543 - $2,686
63 Added 0.94%
6,736 $279,000
Q4 2024

Feb 07, 2025
BUY
$40.26 - $44.35 $53,586 - $59,029
1,331 Added 24.92%
6,673 $276,000
Q3 2024

Nov 13, 2024
SELL
$36.99 - $40.84 $35,029 - $38,675
-947 Reduced 15.06%
5,342 $217,000
Q2 2024

Aug 09, 2024
BUY
$35.43 - $37.76 $10,983 - $11,705
310 Added 5.18%
6,289 $234,000
Q1 2024

May 08, 2024
BUY
$35.11 - $37.45 $105 - $112
3 Added 0.05%
5,979 $223,000
Q4 2023

Feb 07, 2024
SELL
$32.1 - $35.91 $4,815 - $5,386
-150 Reduced 2.45%
5,976 $213,000
Q3 2023

Nov 07, 2023
SELL
$33.03 - $35.21 $2,807 - $2,992
-85 Reduced 1.37%
6,126 $202,000
Q2 2023

Aug 11, 2023
BUY
$33.12 - $35.11 $5,729 - $6,074
173 Added 2.87%
6,211 $212,000
Q1 2023

Apr 28, 2023
BUY
$33.4 - $36.77 $201,669 - $222,017
6,038 New
6,038 $209,000

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
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