Jacobi Capital Management LLC Ishares Tr Russell 2500 ETF Transaction History

Jacobi Capital Management LLC

$1.3 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$62.95 - $70.3 $3,084 - $3,444	-49 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$62.15 - $66.8 $3,045 - $3,273	49 New	49 $3,000

Others Institutions Holding SMMD

# of Institutions

219

Shares Held

16.7M

Call Options Held

0

Put Options Held

0

Glenmede Trust CO Na Philadelphia, PA

1.75M
Shares

$111 Million
0.62% of portfolio
Coldstream Capital Management Inc

1.59M
Shares

$101 Million
2.33% of portfolio
Fort Washington Investment Advisors Inc

1.36M
Shares

$86.6 Million
0.57% of portfolio
Envestnet Asset Management Inc

765K
Shares

$48.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

688K
Shares

$43.7 Million
0.0% of portfolio

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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