Bdo Wealth Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 902 shares of SMMV stock, worth $37,072. This represents 0.0% of its overall portfolio holdings.

Number of Shares
902
Previous 899 0.33%
Holding current value
$37,072
Previous $31,000 3.23%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023
BUY
$33.12 - $35.11 $99 - $105
3 Added 0.33%
902 $30,000
Q1 2023

May 09, 2023
BUY
$33.4 - $36.77 $133 - $147
4 Added 0.45%
899 $31,000
Q4 2022

Jan 27, 2023
BUY
$32.04 - $36.32 $192 - $217
6 Added 0.67%
895 $0
Q3 2022

Nov 02, 2022
BUY
$31.91 - $37.05 $127 - $148
4 Added 0.45%
889 $28,000
Q2 2022

Aug 25, 2022
SELL
$32.29 - $37.71 $50,889 - $59,430
-1,576 Reduced 64.04%
885 $30,000
Q1 2022

May 06, 2022
BUY
$35.29 - $39.15 $247 - $274
7 Added 0.29%
2,461 $92,000
Q4 2021

Feb 11, 2022
BUY
$36.63 - $39.41 $146 - $157
4 Added 0.16%
2,454 $96,000
Q3 2021

Nov 09, 2021
BUY
$36.89 - $39.03 $479 - $507
13 Added 0.53%
2,450 $91,000
Q2 2021

Sep 03, 2021
SELL
$36.77 - $38.54 $85,821 - $89,952
-2,334 Reduced 48.92%
2,437 $93,000
Q1 2021

May 14, 2021
BUY
$33.53 - $38.04 $130,800 - $148,394
3,901 Added 448.39%
4,771 $176,000
Q4 2020

Feb 12, 2021
BUY
$29.43 - $33.96 $3,090 - $3,565
105 Added 13.73%
870 $29,000
Q3 2020

Nov 12, 2020
SELL
$28.46 - $31.09 $41,096 - $44,893
-1,444 Reduced 65.37%
765 $22,000
Q2 2020

Aug 14, 2020
BUY
$24.04 - $30.77 $18,462 - $23,631
768 Added 53.3%
2,209 $64,000
Q1 2020

May 15, 2020
BUY
$22.24 - $36.32 $111 - $181
5 Added 0.35%
1,441 $37,000
Q4 2019

Feb 14, 2020
BUY
$33.75 - $35.48 $135 - $141
4 Added 0.28%
1,436 $51,000
Q3 2019

Nov 12, 2019
BUY
$33.28 - $34.72 $47,656 - $49,719
1,432 New
1,432 $49,000

Others Institutions Holding SMMV

# of Institutions
137
Shares Held
6.31M
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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