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

219

Shares Held

16.7M

Call Options Held

0

Put Options Held

0

Glenmede Trust CO Na Philadelphia, PA

1.75M
Shares

$110 Million
0.62% of portfolio
Coldstream Capital Management Inc

1.59M
Shares

$99.5 Million
2.33% of portfolio
Fort Washington Investment Advisors Inc

1.36M
Shares

$85.5 Million
0.57% of portfolio
Envestnet Asset Management Inc

765K
Shares

$48 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

688K
Shares

$43.1 Million
0.0% of portfolio

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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