Ci Private Wealth, LLC Ishares Tr Russell 2500 ETF Transaction History

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Ci Private Wealth, LLC holds 23,711 shares of SMMD stock, worth $1.52 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,711

Previous 23,436 1.17%

Holding current value

$1.52 Million

Previous $1.59 Million 1.58%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$66.67 - $74.08 $18,334 - $20,372	275 Added 1.17%	23,711 $1.61 Million
Q3 2024 Nov 12, 2024	SELL	$61.71 - $68.15 $172,664 - $190,683	-2,798 Reduced 10.67%	23,436 $1.59 Million
Q2 2024 Aug 13, 2024	BUY	$60.34 - $65.19 $2,413 - $2,607	40 Added 0.15%	26,234 $1.64 Million
Q1 2024 May 09, 2024	SELL	$58.78 - $65.61 $2.3 Million - $2.56 Million	-39,061 Reduced 59.86%	26,194 $1.72 Million
Q4 2023 Feb 09, 2024	BUY	$50.46 - $62.34 $1.12 Million - $1.39 Million	22,239 Added 51.7%	65,255 $4.02 Million
Q3 2023 Nov 03, 2023	SELL	$53.72 - $60.35 $155,788 - $175,015	-2,900 Reduced 6.32%	43,016 $2.34 Million
Q2 2023 Aug 10, 2023	SELL	$52.41 - $57.47 $181,495 - $199,018	-3,463 Reduced 7.01%	45,916 $2.64 Million
Q1 2023 May 15, 2023	BUY	$52.14 - $60.44 $6,204 - $7,192	119 Added 0.24%	49,379 $2.71 Million
Q4 2022 Feb 15, 2023	BUY	$50.18 - $56.92 $2.47 Million - $2.8 Million	49,260 New	49,260 $2.62 Million

Others Institutions Holding SMMD

# of Institutions

219

Shares Held

16.7M

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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Ci Private Wealth, LLC Ishares Tr Russell 2500 ETF Transaction History