Goal Vest Advisory LLC Ishares Tr Russell 2500 ETF Transaction History

Goal Vest Advisory LLC

  • $309 Million
  • Q2 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 4,339 shares of SMMD stock, worth $296,917. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,339
Previous 5,254 17.42%
Holding current value
$296,917
Previous $344,000 21.22%
% of portfolio
0.09%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$60.34 - $65.19 $55,211 - $59,648
-915 Reduced 17.42%
4,339 $271,000
Q1 2024

Apr 15, 2024
SELL
$58.78 - $65.61 $141,953 - $158,448
-2,415 Reduced 31.49%
5,254 $344,000
Q4 2023

Jan 02, 2024
SELL
$50.46 - $62.34 $1.03 Million - $1.27 Million
-20,337 Reduced 72.62%
7,669 $472,000
Q3 2023

Oct 10, 2023
BUY
$53.72 - $60.35 $498,629 - $560,168
9,282 Added 49.57%
28,006 $1.53 Million
Q2 2023

Jul 17, 2023
BUY
$52.41 - $57.47 $981,324 - $1.08 Million
18,724 New
18,724 $1.08 Million

Others Institutions Holding SMMD

# of Institutions
180
Shares Held
12.6M
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
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