Ep Wealth Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,364 shares of SMMD stock, worth $461,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,364
Previous 6,684 4.79%
Holding current value
$461,008
Previous $418,000 3.11%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$54.81 - $67.78 $17,539 - $21,689
-320 Reduced 4.79%
6,364 $431,000
Q4 2024

Feb 13, 2025
SELL
$66.67 - $74.08 $2,600 - $2,889
-39 Reduced 0.58%
6,684 $454,000
Q3 2024

Nov 14, 2024
SELL
$61.71 - $68.15 $2,221 - $2,453
-36 Reduced 0.53%
6,723 $455,000
Q2 2024

Aug 19, 2024
BUY
$60.34 - $65.19 $7,844 - $8,474
130 Added 1.96%
6,759 $423,000
Q4 2023

Feb 28, 2024
SELL
$50.46 - $62.34 $115,704 - $142,945
-2,293 Reduced 25.7%
6,629 $408,000
Q3 2023

Nov 22, 2023
SELL
$53.72 - $60.35 $942,893 - $1.06 Million
-17,552 Reduced 66.3%
8,922 $486,000
Q2 2023

Aug 14, 2023
SELL
$52.41 - $57.47 $8.85 Million - $9.71 Million
-168,926 Reduced 86.45%
26,474 $1.52 Million
Q1 2023

Jun 05, 2023
BUY
$52.14 - $60.44 $10.2 Million - $11.8 Million
195,400 New
195,400 $10.7 Million

About ISHARES TR RUSSELL 2500 ETF

SMMD Quotes by TradingView
  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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