Catalytic Wealth Ria, LLC Ishares Tr Russell 2500 ETF Transaction History

Catalytic Wealth Ria, LLC

$3.04 Trillion
Q3 2025

A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 11,528 shares of SMMD stock, worth $835,088. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,528

Previous 17,114 32.64%

Holding current value

$835,088

Previous $1.16 Billion 26.73%

% of portfolio

0.03%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$67.91 - $74.71 $379,345 - $417,330	-5,586 Reduced 32.64%	11,528 $850 Million
Q2 2025 Jul 17, 2025	SELL	$54.81 - $67.78 $38,257 - $47,310	-698 Reduced 3.92%	17,114 $1.16 Billion
Q1 2025 May 12, 2025	SELL	$61.55 - $71.27 $18,341 - $21,238	-298 Reduced 1.65%	17,812 $1.11 Billion
Q4 2024 Feb 07, 2025	SELL	$66.67 - $74.08 $137,940 - $153,271	-2,069 Reduced 10.25%	18,110 $1.23 Billion
Q3 2024 Nov 04, 2024	SELL	$61.71 - $68.15 $4,936 - $5,452	-80 Reduced 0.39%	20,179 $1.37 Billion

Q2 2024 Jul 31, 2024	SELL	$60.34 - $65.19 $1,387 - $1,499	-23 Reduced 0.11%	20,259 $1.27 Billion
Q1 2024 May 10, 2024	BUY	$58.78 - $65.61 $19,103 - $21,323	325 Added 1.63%	20,282 $1.33 Billion
Q4 2023 Feb 12, 2024	BUY	$50.46 - $62.34 $1.01 Million - $1.24 Million	19,957 New	19,957 $1.23 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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Catalytic Wealth Ria, LLC Ishares Tr Russell 2500 ETF Transaction History