Latest Institutional Purchases of Ishares Msci Usa Small Cap Min (SMMV)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Small Cap Min (SMMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.73KNew |
$240K - $247K
|
5.73K
$244K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.06K+ 22.65% |
$170K - $175K
|
22K
$934K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.73KNew |
$72.3K - $74.4K
|
1.73K
$73.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
201+ 216.13% |
$8.42K - $8.67K
|
294
$12.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
179+ 0.95% |
$7.5K - $7.72K
|
19.1K
$811K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
83+ 0.25% |
$3.48K - $3.58K
|
33.9K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
58+ 10.03% |
$2.43K - $2.5K
|
636
$27K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7+ 0.13% |
$293 - $302
|
5.21K
$221K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.4K+ 414.58% |
$2.57M - $2.73M
|
77.5K
$3.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.7K+ 12.48% |
$1.84M - $1.95M
|
403K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$503K - $533K
|
12.2K
$520K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.85K+ 119.35% |
$364K - $386K
|
16.3K
$691K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.13K+ 11.74% |
$294K - $311K
|
67.9K
$2.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.88KNew |
$242K - $257K
|
5.88K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.4KNew |
$222K - $236K
|
5.4K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.92K+ 72.52% |
$202K - $215K
|
11.7K
$497K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 2874.78% |
$136K - $144K
|
3.42K
$145K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.25K+ 46.29% |
$134K - $142K
|
10.3K
$437K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.05K+ 57.35% |
$125K - $133K
|
8.36K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.56K+ 3.68% |
$106K - $112K
|
72.3K
$3.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.41K+ 0.83% |
$99.1K - $105K
|
292K
$12.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.79K+ 20.24% |
$73.7K - $78.1K
|
10.6K
$452K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.65K+ 6.68% |
$68.1K - $72.2K
|
26.4K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.19K+ 1.82% |
$49.1K - $52K
|
66.8K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.16K+ 19.29% |
$47.6K - $50.4K
|
7.14K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
871New |
$35.9K - $38K
|
871
$37K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
784+ 24.71% |
$32.3K - $34.2K
|
3.96K
$168K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
617New |
$25.4K - $26.9K
|
617
$26.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
616+ 12.24% |
$25.4K - $26.9K
|
5.65K
$240K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
484New |
$19.9K - $21.1K
|
484
$20.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
444+ 13.28% |
$18.3K - $19.4K
|
3.79K
$161K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
362+ 1.25% |
$14.9K - $15.8K
|
29.3K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
345New |
$14.2K - $15.1K
|
345
$14.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
343New |
$14.1K - $15K
|
343
$14.6K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
252+ 13.04% |
$10.4K - $11K
|
2.19K
$92.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
203New |
$8.36K - $8.86K
|
203
$8.63K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
178+ 0.66% |
$7.33K - $7.77K
|
27K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
171+ 4.03% |
$7.04K - $7.46K
|
4.41K
$187K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
134+ 1.77% |
$5.52K - $5.85K
|
7.72K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
90New |
$3.71K - $3.93K
|
90
$3.83K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
65+ 0.53% |
$2.68K - $2.84K
|
12.3K
$522K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 0.19% |
$782 - $829
|
9.87K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16+ 0.11% |
$659 - $698
|
14.3K
$607K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 0.05% |
$535 - $567
|
25.5K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.06% |
$329 - $349
|
13.3K
$566K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.56% |
$206 - $218
|
900
$38.3K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.11% |
$206 - $218
|
4.64K
$197K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.29% |
$165 - $175
|
1.36K
$58K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.02% |
$41.2 - $43.7
|
6K
$255K
|
|
| Q2 2025 | |||||||
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.51KNew |
$284K - $320K
|
7.51K
$319K
|
|