Heritage Family Offices, LLP Ishares Tr Russell 2500 ETF Transaction History

Heritage Family Offices, LLP

$215 Billion
Q3 2025

A detailed history of Heritage Family Offices, LLP transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 219,267 shares of SMMD stock, worth $15.9 Million. This represents 7.52% of its overall portfolio holdings.

Number of Shares

219,267

Previous 219,991 0.33%

Holding current value

$15.9 Million

Previous $13.8 Billion 17.28%

% of portfolio

7.52%

Previous 6.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$67.91 - $74.71 $49,166 - $54,090	-724 Reduced 0.33%	219,267 $16.2 Billion
Q2 2025 Jul 09, 2025	SELL	$54.81 - $67.78 $438 - $542	-8 Reduced -0.0%	219,991 $13.8 Billion
Q1 2025 Apr 10, 2025	BUY	$61.55 - $71.27 $1.81 Million - $2.1 Million	29,434 Added 15.45%	219,999 $13.8 Billion
Q4 2024 Jan 14, 2025	BUY	$66.67 - $74.08 $90,871 - $100,971	1,363 Added 0.72%	190,565 $13 Billion
Q3 2024 Oct 16, 2024	SELL	$61.71 - $68.15 $278,805 - $307,901	-4,518 Reduced 2.33%	189,202 $12.8 Billion

Q2 2024 Aug 01, 2024	BUY	$60.34 - $65.19 $11.7 Million - $12.6 Million	193,720 New	193,720 $12.1 Billion

Others Institutions Holding SMMD

# of Institutions

220

Shares Held

20.6M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

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Heritage Family Offices, LLP Ishares Tr Russell 2500 ETF Transaction History