James J. Burns & Company, LLC Ishares Tr Russell 2500 ETF Transaction History

James J. Burns & Company, LLC

  • $706 Million
  • Q4 2025

A detailed history of James J. Burns & Company, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, James J. Burns & Company, LLC holds 75,220 shares of SMMD stock, worth $5.45 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
75,220
Previous 76,729 1.97%
Holding current value
$5.45 Million
Previous $5.66 Million 3.69%
% of portfolio
0.77%
Previous 0.85%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$72.05 - $75.66 $108,723 - $114,170
-1,509 Reduced 1.97%
75,220 $5.45 Million
Q3 2025

Oct 20, 2025
SELL
$67.91 - $74.71 $77,281 - $85,019
-1,138 Reduced 1.46%
76,729 $5.66 Million
Q2 2025

Jul 15, 2025
BUY
$54.81 - $67.78 $463,144 - $572,741
8,450 Added 12.17%
77,867 $5.28 Million
Q1 2025

Apr 08, 2025
SELL
$61.55 - $71.27 $124,146 - $143,751
-2,017 Reduced 2.82%
69,417 $4.35 Million
Q4 2024

Jan 24, 2025
SELL
$66.67 - $74.08 $20,867 - $23,187
-313 Reduced 0.44%
71,434 $4.86 Million
Q3 2024

Oct 30, 2024
BUY
$61.71 - $68.15 $131,565 - $145,295
2,132 Added 3.06%
71,747 $4.86 Million
Q2 2024

Jul 17, 2024
BUY
$60.34 - $65.19 $2.69 Million - $2.9 Million
44,507 Added 177.26%
69,615 $4.36 Million
Q1 2024

Apr 23, 2024
SELL
$58.78 - $65.61 $2.35 Million - $2.63 Million
-40,053 Reduced 61.47%
25,108 $1.61 Million
Q4 2023

Feb 13, 2024
BUY
$50.46 - $62.34 $172,976 - $213,701
3,428 Added 5.55%
65,161 $4.01 Million
Q3 2023

Nov 07, 2023
SELL
$53.72 - $60.35 $3,599 - $4,043
-67 Reduced 0.11%
61,733 $3.36 Million
Q2 2023

Jul 27, 2023
BUY
$52.41 - $57.47 $63,782 - $69,940
1,217 Added 2.01%
61,800 $3.55 Million
Q1 2023

Apr 24, 2023
BUY
$52.14 - $60.44 $2.33 Million - $2.7 Million
44,656 Added 280.38%
60,583 $3.32 Million
Q4 2022

Feb 02, 2023
BUY
$50.18 - $56.92 $55,900 - $63,408
1,114 Added 7.52%
15,927 $846,000
Q3 2022

Nov 01, 2022
BUY
$49.59 - $60.48 $734,576 - $895,890
14,813 New
14,813 $737,000

Others Institutions Holding SMMD

# of Institutions
227
Shares Held
21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 2500 ETF

SMMD Quotes by TradingView
  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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