Benchmark Financial Wealth Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $311 Million
  • Q4 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 71,168 shares of SMMD stock, worth $4.99 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
71,168
Previous 66,280 7.37%
Holding current value
$4.99 Million
Previous $4.49 Million 7.8%
% of portfolio
1.56%
Previous 1.5%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$66.67 - $74.08 $325,882 - $362,103
4,888 Added 7.37%
71,168 $4.84 Million
Q3 2024

Oct 30, 2024
BUY
$61.71 - $68.15 $339,219 - $374,620
5,497 Added 9.04%
66,280 $4.49 Million
Q2 2024

Jul 23, 2024
BUY
$60.34 - $65.19 $419,604 - $453,331
6,954 Added 12.92%
60,783 $3.81 Million
Q1 2024

Apr 22, 2024
BUY
$58.78 - $65.61 $484,229 - $540,495
8,238 Added 18.07%
53,829 $3.53 Million
Q4 2023

Jan 23, 2024
BUY
$50.46 - $62.34 $44,303 - $54,734
878 Added 1.96%
45,591 $2.81 Million
Q3 2023

Oct 13, 2023
BUY
$53.72 - $60.35 $257,533 - $289,317
4,794 Added 12.01%
44,713 $2.44 Million
Q2 2023

Jul 25, 2023
BUY
$52.41 - $57.47 $1.02 Million - $1.12 Million
19,516 Added 95.65%
39,919 $2.29 Million
Q1 2023

Apr 28, 2023
BUY
$52.14 - $60.44 $548,669 - $636,010
10,523 Added 106.51%
20,403 $1.12 Million
Q4 2022

Jan 23, 2023
BUY
$50.18 - $56.92 $495,778 - $562,369
9,880 New
9,880 $0

Others Institutions Holding SMMD

# of Institutions
213
Shares Held
16.6M
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
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email