Latest Institutional Transactions on Ishares Msci Usa Small Cap Min (SMMV)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Small Cap Min (SMMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.5K- 15.06% |
$515K - $546K
|
70.6K
$3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
784+ 24.71% |
$32.3K - $34.2K
|
3.96K
$168K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-90- 92.78% |
$3.71K - $3.93K
|
7
$298
|
|
|
Nov 05, 2025
Q3 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.51K- 19.17% |
$103K - $110K
|
10.6K
$450K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16.7K- 46.01% |
$686K - $727K
|
19.5K
$831K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.36K- 13.61% |
$138K - $147K
|
21.3K
$907K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
65+ 0.53% |
$2.68K - $2.84K
|
12.3K
$522K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-25- 0.5% |
$1.03K - $1.09K
|
4.95K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-412K- 89.3% |
$17M - $18M
|
49.4K
$2.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.29% |
$165 - $175
|
1.36K
$58K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5- 0.56% |
$206 - $218
|
887
$37.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
37+ 0.36% |
$1.52K - $1.62K
|
10.2K
$433K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.19K- 4.86% |
$172K - $183K
|
81.9K
$3.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
362+ 1.25% |
$14.9K - $15.8K
|
29.3K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
617New |
$25.4K - $26.9K
|
617
$26.2K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-249- 2.3% |
$10.3K - $10.9K
|
10.6K
$450K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
203New |
$8.36K - $8.86K
|
203
$8.63K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.5K+ 51.65% |
$103K - $109K
|
7.35K
$312K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
871New |
$35.9K - $38K
|
871
$37K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 0.19% |
$782 - $829
|
9.87K
$420K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.03K- 43.52% |
$207K - $219K
|
6.52K
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
50+ 9.47% |
$2.06K - $2.18K
|
578
$24.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
343New |
$14.1K - $15K
|
343
$14.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 4.12% |
$165 - $175
|
93
$3.95K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 72.86% |
$4.2K - $4.45K
|
38
$1.62K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-907- 0.71% |
$37.3K - $39.6K
|
127K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.46K- 0.82% |
$60.2K - $63.9K
|
177K
$7.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46- 3.99% |
$1.89K - $2.01K
|
1.11K
$47.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-650- 1.37% |
$26.8K - $28.4K
|
46.7K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.88KNew |
$242K - $257K
|
5.88K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.56% |
$206 - $218
|
900
$38.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.81K+ 48.03% |
$239K - $254K
|
17.9K
$762K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-43- 0.8% |
$1.77K - $1.88K
|
5.33K
$226K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-580- 1.69% |
$23.9K - $25.3K
|
33.8K
$1.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.41K+ 0.83% |
$99.1K - $105K
|
292K
$12.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 0.05% |
$535 - $567
|
25.5K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 2874.78% |
$136K - $144K
|
3.42K
$145K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.11% |
$206 - $218
|
4.64K
$197K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-559- 9.51% |
$23K - $24.4K
|
5.32K
$226K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.75K- 34.61% |
$113K - $120K
|
5.2K
$221K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.9K- 32.47% |
$716K - $805K
|
39.3K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23.7K- 76.7% |
$898K - $1.01M
|
7.2K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1New |
$37.9 - $42.5
|
1
$42.5
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-130- 3.93% |
$4.92K - $5.53K
|
3.18K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.78K- 51.24% |
$257K - $288K
|
6.45K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-295- 68.45% |
$11.2K - $12.5K
|
136
$5.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-232- 55.37% |
$8.79K - $9.87K
|
187
$7.95K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.98K+ 80.38% |
$151K - $169K
|
8.94K
$380K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4+ 0.06% |
$151 - $170
|
6.74K
$287K
|
|