Cornerstone Planning Group LLC Ishares Tr Russell 2500 ETF Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,397 shares of SMMD stock, worth $101,198. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,397
Previous 1,210 15.45%
Holding current value
$101,198
Previous $83.7 Million 22.95%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$67.91 - $74.71 $12,699 - $13,970
187 Added 15.45%
1,397 $103 Million
Q2 2025

Aug 11, 2025
SELL
$54.81 - $67.78 $1,096 - $1,355
-20 Reduced 1.63%
1,210 $83.7 Million
Q1 2025

Apr 30, 2025
BUY
$61.55 - $71.27 $1,231 - $1,425
20 Added 1.65%
1,230 $73.4 Million
Q4 2024

Jan 29, 2025
BUY
$66.67 - $74.08 $80,670 - $89,636
1,210 New
1,210 $85.1 Million

Others Institutions Holding SMMD

# of Institutions
220
Shares Held
20.6M
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
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email