Creative Planning Ishares Tr Russell 2500 ETF Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Creative Planning holds 12,943 shares of SMMD stock, worth $830,940. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,943
Previous 12,433 4.1%
Holding current value
$830,940
Previous $842,000 4.51%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$66.67 - $74.08 $34,001 - $37,780
510 Added 4.1%
12,943 $880,000
Q3 2024

Oct 11, 2024
SELL
$61.71 - $68.15 $14,625 - $16,151
-237 Reduced 1.87%
12,433 $842,000
Q2 2024

Aug 15, 2024
SELL
$60.34 - $65.19 $23,230 - $25,098
-385 Reduced 2.95%
12,670 $793,000
Q4 2023

Feb 14, 2024
SELL
$50.46 - $62.34 $7,215 - $8,914
-143 Reduced 1.08%
13,055 $803,000
Q3 2023

Nov 16, 2023
SELL
$53.72 - $60.35 $19,715 - $22,148
-367 Reduced 2.71%
13,198 $719,000
Q2 2023

Jul 21, 2023
BUY
$52.41 - $57.47 $18,710 - $20,516
357 Added 2.7%
13,565 $779,000
Q1 2023

May 15, 2023
SELL
$52.14 - $60.44 $130,662 - $151,462
-2,506 Reduced 15.95%
13,208 $724,000
Q4 2022

Feb 10, 2023
BUY
$50.18 - $56.92 $200,870 - $227,850
4,003 Added 34.18%
15,714 $835,000
Q3 2022

Nov 03, 2022
SELL
$49.59 - $60.48 $4,165 - $5,080
-84 Reduced 0.71%
11,711 $583,000
Q2 2022

Aug 15, 2022
BUY
$50.12 - $62.96 $48,014 - $60,315
958 Added 8.84%
11,795 $609,000
Q1 2022

May 16, 2022
BUY
$57.98 - $66.78 $194,233 - $223,713
3,350 Added 44.74%
10,837 $676,000
Q2 2021

Aug 04, 2021
SELL
$62.15 - $66.8 $11,311 - $12,157
-182 Reduced 2.37%
7,487 $496,000
Q1 2021

Apr 30, 2021
BUY
$55.99 - $65.72 $429,387 - $504,006
7,669 New
7,669 $482,000

Others Institutions Holding SMMD

# of Institutions
219
Shares Held
16.7M
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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