Capital Analysts, LLC Ishares Tr Russell 2500 ETF Transaction History

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025

A detailed history of Capital Analysts, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Capital Analysts, LLC holds 3,163 shares of SMMD stock, worth $229,127. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,163
Previous 3,966 20.25%
Holding current value
$229,127
Previous $269,000 13.38%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$67.91 - $74.71 $54,531 - $59,992
-803 Reduced 20.25%
3,163 $233,000
Q1 2025

May 14, 2025
SELL
$61.55 - $71.27 $132,824 - $153,800
-2,158 Reduced 35.24%
3,966 $248,000
Q4 2024

Feb 14, 2025
BUY
$66.67 - $74.08 $109,938 - $122,157
1,649 Added 36.85%
6,124 $416,000
Q3 2024

Nov 13, 2024
BUY
$61.71 - $68.15 $105,400 - $116,400
1,708 Added 61.73%
4,475 $303,000
Q2 2024

Aug 14, 2024
SELL
$60.34 - $65.19 $45,918 - $49,609
-761 Reduced 21.57%
2,767 $173,000
Q1 2024

May 14, 2024
BUY
$58.78 - $65.61 $63,541 - $70,924
1,081 Added 44.18%
3,528 $231,000
Q4 2023

Jan 30, 2024
BUY
$50.46 - $62.34 $123,475 - $152,545
2,447 New
2,447 $151,000

Others Institutions Holding SMMD

# of Institutions
220
Shares Held
20.6M
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
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