Catalyst Financial Partners LLC Ishares Tr Russell 2500 ETF Transaction History

Catalyst Financial Partners LLC

$829 Billion
Q3 2025

A detailed history of Catalyst Financial Partners LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 95,148 shares of SMMD stock, worth $6.89 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

95,148

Previous 88,183 7.9%

Holding current value

$6.89 Million

Previous $5.98 Billion 17.37%

% of portfolio

0.85%

Previous 0.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$67.91 - $74.71 $472,993 - $520,355	6,965 Added 7.9%	95,148 $7.02 Billion
Q2 2025 Aug 14, 2025	BUY	$54.81 - $67.78 $1.31 Million - $1.62 Million	23,907 Added 37.19%	88,183 $5.98 Billion
Q1 2025 May 01, 2025	BUY	$61.55 - $71.27 $868,408 - $1.01 Million	14,109 Added 28.12%	64,276 $4.02 Billion
Q4 2024 Jan 29, 2025	BUY	$66.67 - $74.08 $412,887 - $458,777	6,193 Added 14.08%	50,167 $3.41 Billion
Q3 2024 Oct 25, 2024	BUY	$61.71 - $68.15 $729,905 - $806,078	11,828 Added 36.79%	43,974 $2.98 Billion

Q2 2024 Jul 25, 2024	BUY	$60.34 - $65.19 $860,810 - $930,000	14,266 Added 79.79%	32,146 $2.01 Billion
Q1 2024 Apr 22, 2024	BUY	$58.78 - $65.61 $1.05 Million - $1.17 Million	17,880 New	17,880 $1.08 Billion

Others Institutions Holding SMMD

# of Institutions

220

Shares Held

20.6M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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Catalyst Financial Partners LLC Ishares Tr Russell 2500 ETF Transaction History