Heritage Wealth Architects, Inc. Ishares Tr Russell 2500 ETF Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 13,047 shares of SMMD stock, worth $945,124. This represents 0.59% of its overall portfolio holdings.

Number of Shares
13,047
Previous 13,192 1.1%
Holding current value
$945,124
Previous $894 Million 7.58%
% of portfolio
0.59%
Previous 0.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
SELL
$67.91 - $74.71 $9,846 - $10,832
-145 Reduced 1.1%
13,047 $962 Million
Q2 2025

Jul 09, 2025
BUY
$54.81 - $67.78 $541,467 - $669,598
9,879 Added 298.19%
13,192 $894 Million
Q1 2025

May 15, 2025
BUY
$61.55 - $71.27 $203,915 - $236,117
3,313 New
3,313 $207 Million

Others Institutions Holding SMMD

# of Institutions
220
Shares Held
20.6M
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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