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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.16K+ 16571.43% |
$41.1K - $43.8K
|
1.17K
$47.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
952New |
$33.7K - $35.9K
|
952
$38.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
394New |
$14K - $14.9K
|
394
$16K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
215+ 5.6% |
$7.62K - $8.12K
|
4.05K
$165K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
212New |
$7.51K - $8.01K
|
212
$8.62K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
116New |
$4.11K - $4.38K
|
116
$4.72K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
104+ 1.81% |
$3.68K - $3.93K
|
5.87K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
69New |
$2.44K - $2.61K
|
69
$2.81K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14New |
$496 - $529
|
14
$569
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4+ 0.07% |
$142 - $151
|
5.86K
$238K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$434K - $463K
|
12.4K
$503K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.28K+ 6.55% |
$44.8K - $47.8K
|
20.8K
$845K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
640New |
$22.5K - $24K
|
640
$26K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
354+ 272.31% |
$12.4K - $13.3K
|
484
$19.7K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
309New |
$10.8K - $11.6K
|
309
$12.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
278New |
$9.76K - $10.4K
|
278
$11.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
191New |
$6.71K - $7.15K
|
191
$7.77K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
96New |
$3.37K - $3.6K
|
96
$3.9K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
8+ 0.05% |
$281 - $300
|
16.7K
$681K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$35.1 - $37.5
|
1.15K
$46.9K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
33.1KNew |
$1.06M - $1.19M
|
33.1K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
19.4KNew |
$622K - $696K
|
19.4K
$788K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.52KNew |
$241K - $270K
|
7.52K
$306K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
379New |
$12.2K - $13.6K
|
379
$15.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
317New |
$10.2K - $11.4K
|
317
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
245New |
$7.86K - $8.8K
|
245
$9.96K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
189New |
$6.07K - $6.79K
|
189
$7.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
68New |
$2.18K - $2.44K
|
68
$2.77K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.89% |
$64.2 - $71.8
|
226
$9.19K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.82% |
$32.1 - $35.9
|
56
$2.28K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11.4KNew |
$376K - $401K
|
11.4K
$463K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$9.91K - $10.6K
|
300
$12.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
211+ 2.4% |
$6.97K - $7.43K
|
8.99K
$366K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
163New |
$5.38K - $5.74K
|
163
$6.63K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
109New |
$3.6K - $3.84K
|
109
$4.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
70New |
$2.31K - $2.46K
|
70
$2.85K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.01KNew |
$232K - $246K
|
7.01K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.25KNew |
$207K - $219K
|
6.25K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180New |
$5.96K - $6.32K
|
180
$7.32K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30New |
$994 - $1.05K
|
30
$1.22K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.33% |
$99.4 - $105
|
902
$36.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.24% |
$66.2 - $70.2
|
850
$34.6K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
35.2K+ 158.4% |
$1.17M - $1.29M
|
57.4K
$2.33M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6KNew |
$356K - $391K
|
10.6K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.22KNew |
$274K - $302K
|
8.22K
$334K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.81K+ 2617.39% |
$60.3K - $66.4K
|
1.88K
$76.3K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
574New |
$19.2K - $21.1K
|
574
$23.3K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
197New |
$6.58K - $7.24K
|
197
$8.01K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
61New |
$2.04K - $2.24K
|
61
$2.48K
|
|