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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Modern Wealth Management, LLC holds 66,825 shares of SMMV stock, worth $2.84 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
66,825
Previous 65,633 1.82%
Holding current value
$2.84 Million
Previous $2.76 Million 104245.81%
% of portfolio
0.06%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$41.17 - $43.65 $49,074 - $52,030
1,192 Added 1.82%
66,825 $2.88 Billion
Q2 2025

Nov 12, 2025
BUY
$37.87 - $42.54 $81,988 - $92,099
2,165 Added 3.41%
65,633 $2.76 Million
Q2 2025

Aug 14, 2025
BUY
$37.87 - $42.54 $64,341 - $72,275
1,699 Added 2.75%
63,468 $2.67 Million
Q1 2025

May 15, 2025
BUY
$40.38 - $42.65 $2.49 Million - $2.63 Million
61,769 New
61,769 $2.56 Billion

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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