Anchor Capital Advisors LLC Ishares Tr Russell 2500 ETF Transaction History

Anchor Capital Advisors LLC

$3.25 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$57.98 - $66.78 $504,715 - $581,319	-8,705 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$62.95 - $70.3 $547,979 - $611,961	8,705 New	8,705 $578,000

Others Institutions Holding SMMD

# of Institutions

220

Shares Held

17.3M

Call Options Held

0

Put Options Held

0

Glenmede Trust CO Na Philadelphia, PA

1.75M
Shares

$103 Million
0.62% of portfolio
Coldstream Capital Management Inc

1.59M
Shares

$93.6 Million
2.33% of portfolio
Fort Washington Investment Advisors Inc

1.5M
Shares

$88.7 Million
0.6% of portfolio
Envestnet Asset Management Inc

765K
Shares

$45.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

688K
Shares

$40.6 Million
0.0% of portfolio

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Anchor Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anchor Capital Advisors LLC with notifications on news.