Axxcess Wealth Management, LLC Ishares Msci Usa Small Cap Min Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 21,736 shares of SMMV stock, worth $926,605. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,736
Previous 22,653 4.05%
Holding current value
$926,605
Previous $924,000 2.49%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$40.26 - $44.35 $36,918 - $40,668
-917 Reduced 4.05%
21,736 $901,000
Q3 2024

Nov 04, 2024
SELL
$36.99 - $40.84 $36,102 - $39,859
-976 Reduced 4.13%
22,653 $924,000
Q2 2024

Aug 09, 2024
SELL
$35.43 - $37.76 $29,832 - $31,793
-842 Reduced 3.44%
23,629 $881,000
Q1 2024

May 14, 2024
SELL
$35.11 - $37.45 $94,516 - $100,815
-2,692 Reduced 9.91%
24,471 $916,000
Q4 2023

Feb 06, 2024
SELL
$32.1 - $35.91 $5,039 - $5,637
-157 Reduced 0.57%
27,163 $969,000
Q3 2023

Nov 14, 2023
SELL
$33.03 - $35.21 $4,789 - $5,105
-145 Reduced 0.53%
27,320 $902,000
Q2 2023

Aug 08, 2023
BUY
$33.12 - $35.11 $3,875 - $4,107
117 Added 0.43%
27,465 $941,000
Q1 2023

May 03, 2023
BUY
$33.4 - $36.77 $267,066 - $294,012
7,996 Added 41.32%
27,348 $948,000
Q4 2022

Feb 14, 2023
BUY
$32.04 - $36.32 $620,038 - $702,864
19,352 New
19,352 $669,000

Others Institutions Holding SMMV

# of Institutions
138
Shares Held
6.5M
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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