Cmh Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History

Cmh Wealth Management LLC

$425 Million
Q4 2024

A detailed history of Cmh Wealth Management LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Cmh Wealth Management LLC holds 258,881 shares of SMMD stock, worth $18.2 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

258,881

Previous 257,712 0.45%

Holding current value

$18.2 Million

Previous $17.5 Million 0.85%

% of portfolio

4.14%

Previous 4.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$66.67 - $74.08 $77,937 - $86,599	1,169 Added 0.45%	258,881 $17.6 Million
Q3 2024 Oct 15, 2024	SELL	$61.71 - $68.15 $116,755 - $128,939	-1,892 Reduced 0.73%	257,712 $17.5 Million
Q2 2024 Jul 11, 2024	SELL	$60.34 - $65.19 $109,517 - $118,319	-1,815 Reduced 0.69%	259,604 $16.3 Million
Q1 2024 Apr 12, 2024	SELL	$58.78 - $65.61 $901,685 - $1.01 Million	-15,340 Reduced 5.54%	261,419 $17.2 Million
Q4 2023 Jan 19, 2024	BUY	$50.46 - $62.34 $3.94 Million - $4.87 Million	78,158 Added 39.35%	276,759 $17 Million
Q3 2023 Oct 13, 2023	BUY	$53.72 - $60.35 $436,152 - $489,981	8,119 Added 4.26%	198,601 $10.8 Million
Q2 2023 Jul 17, 2023	BUY	$52.41 - $57.47 $227,197 - $249,132	4,335 Added 2.33%	190,482 $10.9 Million
Q1 2023 Apr 10, 2023	BUY	$52.14 - $60.44 $374,313 - $433,898	7,179 Added 4.01%	186,147 $10.2 Million
Q4 2022 Jan 12, 2023	BUY	$50.18 - $56.92 $8.98 Million - $10.2 Million	178,968 New	178,968 $0

Others Institutions Holding SMMD

# of Institutions

196

Shares Held

13.2M

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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Cmh Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History