Congress Asset Management CO Ishares Tr Russell 2500 ETF Transaction History

Congress Asset Management CO

  • $14 Billion
  • Q4 2025

A detailed history of Congress Asset Management CO transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Congress Asset Management CO holds 240,169 shares of SMMD stock, worth $17.4 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
240,169
Previous 113,291 111.99%
Holding current value
$17.4 Million
Previous $8.35 Million 108.3%
% of portfolio
0.12%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$72.05 - $75.66 $9.14 Million - $9.6 Million
126,878 Added 111.99%
240,169 $17.4 Million
Q3 2025

Oct 10, 2025
BUY
$67.91 - $74.71 $3.78 Million - $4.15 Million
55,604 Added 96.39%
113,291 $8.35 Million
Q2 2025

Jul 16, 2025
SELL
$54.81 - $67.78 $6.54 Million - $8.09 Million
-119,384 Reduced 67.42%
57,687 $3.91 Million
Q1 2025

Apr 11, 2025
BUY
$61.55 - $71.27 $4.97 Million - $5.75 Million
80,686 Added 83.71%
177,071 $11.1 Million
Q4 2024

Jan 30, 2025
BUY
$66.67 - $74.08 $4.07 Million - $4.52 Million
61,022 Added 172.56%
96,385 $6.55 Million
Q3 2024

Oct 28, 2024
SELL
$61.71 - $68.15 $919,910 - $1.02 Million
-14,907 Reduced 29.65%
35,363 $2.4 Million
Q2 2024

Aug 02, 2024
BUY
$60.34 - $65.19 $852,000 - $920,482
14,120 Added 39.06%
50,270 $3.15 Million
Q1 2024

Apr 11, 2024
SELL
$58.78 - $65.61 $2.87 Million - $3.2 Million
-48,757 Reduced 57.42%
36,150 $2.37 Million
Q4 2023

Mar 04, 2024
BUY
$50.46 - $62.34 $2.84 Million - $3.51 Million
56,290 Added 196.7%
84,907 $5.23 Million
Q3 2023

Nov 01, 2023
BUY
$53.72 - $60.35 $1.54 Million - $1.73 Million
28,617 New
28,617 $1.56 Million

Others Institutions Holding SMMD

# of Institutions
225
Shares Held
20.9M
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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