A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 7,783 shares of SMMV stock, worth $330,933. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,783
Previous 10,346 24.77%
Holding current value
$330,933
Previous $434,000 22.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025

SELL
$41.17 - $43.65 $105,518 - $111,874
-2,563 Reduced 24.77%
7,783 $335,000
Q2 2025

Aug 14, 2025

BUY
$37.87 - $42.54 $946 - $1,063
25 Added 0.24%
10,346 $434,000
Q1 2025

May 08, 2025

SELL
$40.38 - $42.65 $11,427 - $12,069
-283 Reduced 2.67%
10,321 $427,000
Q4 2024

Feb 24, 2025

BUY
$40.26 - $44.35 $131,046 - $144,359
3,255 Added 44.29%
10,604 $439,000
Q3 2024

Nov 12, 2024

BUY
$36.99 - $40.84 $271,839 - $300,133
7,349 New
7,349 $299,000

Others Institutions Holding SMMV

About ISHARES MSCI USA SMALL-CAP MIN


  • Ticker SMMV
  • Sector ETFs
  • Industry ETFs
More about SMMV
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