New Edge Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, New Edge Advisors, LLC holds 11,641 shares of SMMV stock, worth $494,975. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,641
Previous 15,393 24.37%
Holding current value
$494,975
Previous $646,000 22.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$41.17 - $43.65 $154,469 - $163,774
-3,752 Reduced 24.37%
11,641 $501,000
Q2 2025

Aug 14, 2025
SELL
$37.87 - $42.54 $162,045 - $182,028
-4,279 Reduced 21.75%
15,393 $646,000
Q1 2025

May 15, 2025
SELL
$40.38 - $42.65 $378,199 - $399,459
-9,366 Reduced 32.25%
19,672 $815,000
Q4 2024

Feb 13, 2025
SELL
$40.26 - $44.35 $318,537 - $350,897
-7,912 Reduced 21.41%
29,038 $1.2 Million
Q3 2024

Nov 14, 2024
SELL
$36.99 - $40.84 $129,354 - $142,817
-3,497 Reduced 8.65%
36,950 $1.51 Million
Q2 2024

Aug 15, 2024
BUY
$35.43 - $37.76 $1.2 Million - $1.28 Million
33,780 Added 506.67%
40,447 $1.51 Million
Q1 2024

May 14, 2024
BUY
$35.11 - $37.45 $229,900 - $245,222
6,548 Added 5502.52%
6,667 $249,000
Q4 2023

Feb 13, 2024
SELL
$32.1 - $35.91 $229,579 - $256,828
-7,152 Reduced 98.36%
119 $4,000
Q3 2023

Nov 14, 2023
BUY
$33.03 - $35.21 $236,230 - $251,821
7,152 Added 6010.08%
7,271 $240,000
Q1 2023

May 12, 2023
SELL
$33.4 - $36.77 $67,167 - $73,944
-2,011 Reduced 94.41%
119 $4,000
Q4 2022

Feb 14, 2023
BUY
$32.04 - $36.32 $68,245 - $77,361
2,130 New
2,130 $73,000

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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