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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.32KClosed |
$128K - $164K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.02KClosed |
$156K - $255K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-187KClosed |
$4.16M - $6.79M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.84K- 1.77% |
$40.8K - $66.6K
|
102K
$4.29M
|
|
|
May 11, 2020
Q1 2020
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-26.6KClosed |
$591K - $966K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-217KClosed |
$4.82M - $7.87M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-156Closed |
$3.47K - $5.67K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.06KClosed |
$135K - $220K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.7KClosed |
$216K - $352K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Pds Planning, Inc
|
SELL
|
- |
-6.64KClosed |
$148K - $241K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-20.1KClosed |
$446K - $729K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 28, 2019
Q3 2019
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.24KClosed |
$241K - $251K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.87KClosed |
$281K - $313K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 30, 2018
Q4 2017
|
Burt Wealth Advisors
|
SELL
|
- |
-717Closed |
$20.3K - $21.2K
|
0
$0
|
|