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%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Others Institutions Holding SMMD

# of Institutions

222

Shares Held

20.8M

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