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 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
70New |
$2.31K - $2.46K
|
70
$2.95K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
109New |
$3.6K - $3.84K
|
109
$4.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-542- 6.25% |
$17.9K - $19.1K
|
8.13K
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
211+ 2.4% |
$6.97K - $7.43K
|
8.99K
$379K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.74K- 29.86% |
$90.4K - $96.3K
|
6.43K
$271K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11.4KNew |
$376K - $401K
|
11.4K
$481K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
163New |
$5.38K - $5.74K
|
163
$6.88K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$9.91K - $10.6K
|
300
$12.7K
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.12KClosed |
$203K - $215K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.24% |
$66.2 - $70.2
|
850
$35.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.01KNew |
$232K - $246K
|
7.01K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180New |
$5.96K - $6.32K
|
180
$7.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.25KNew |
$207K - $219K
|
6.25K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30New |
$994 - $1.05K
|
30
$1.27K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.33% |
$99.4 - $105
|
902
$38.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-887- 12.38% |
$29.4K - $31.1K
|
6.28K
$265K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.41K- 6.93% |
$46.6K - $49.4K
|
18.9K
$797K
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48New |
$1.6K - $1.76K
|
48
$2.03K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.81K+ 2617.39% |
$60.3K - $66.4K
|
1.88K
$79.1K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
574New |
$19.2K - $21.1K
|
574
$24.2K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 0.3% |
$1.67K - $1.84K
|
16.7K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.22KNew |
$274K - $302K
|
8.22K
$347K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6KNew |
$356K - $391K
|
10.6K
$449K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-381- 61.16% |
$12.7K - $14K
|
242
$10.2K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
197New |
$6.58K - $7.24K
|
197
$8.32K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
35.2K+ 158.4% |
$1.17M - $1.29M
|
57.4K
$2.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.07K- 46.57% |
$35.8K - $39.5K
|
1.23K
$52K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
61New |
$2.04K - $2.24K
|
61
$2.57K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-54- 5.57% |
$1.8K - $1.99K
|
915
$38.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-198- 2.94% |
$6.61K - $7.28K
|
6.54K
$276K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.09K- 44.74% |
$131K - $149K
|
5.06K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.13KNew |
$36K - $40.9K
|
1.13K
$47.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.78KNew |
$185K - $210K
|
5.78K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
41+ 0.37% |
$1.31K - $1.49K
|
11.1K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
95New |
$3.04K - $3.45K
|
95
$4.01K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
45New |
$1.44K - $1.63K
|
45
$1.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-6.52K- 47.24% |
$209K - $237K
|
7.28K
$307K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
89New |
$2.85K - $3.23K
|
89
$3.76K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.09KNew |
$66.8K - $75.7K
|
2.09K
$88K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
10.4K+ 43.53% |
$333K - $377K
|
34.2K
$1.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.64K- 7.99% |
$52.6K - $59.6K
|
18.9K
$797K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.5K- 38.38% |
$496K - $563K
|
24.9K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.56K- 2.47% |
$49.9K - $56.6K
|
61.4K
$2.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.81K- 5.99% |
$58.1K - $65.8K
|
28.5K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
406New |
$13K - $14.7K
|
406
$17.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
52New |
$1.67K - $1.89K
|
52
$2.19K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$32 - $36.3
|
1
$42.2
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.15K- 26.19% |
$164K - $191K
|
14.5K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.15K- 20.25% |
$68.5K - $79.5K
|
8.45K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29New |
$925 - $1.07K
|
29
$1.22K
|
|