Kc Investment Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Kc Investment Advisors, LLC

  • $198 Million
  • Q2 2024

A detailed history of Kc Investment Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 5,509 shares of SMMD stock, worth $371,141. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,509
Previous 6,667 17.37%
Holding current value
$371,141
Previous $437,000 21.28%
% of portfolio
0.17%
Previous 0.23%

Shares

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

Aug 08, 2024
SELL
$60.34 - $65.19 $69,873 - $75,490
-1,158 Reduced 17.37%
5,509 $344,000
Q1 2024

May 09, 2024
SELL
$58.78 - $65.61 $166,229 - $185,545
-2,828 Reduced 29.78%
6,667 $437,000
Q4 2023

Jan 25, 2024
SELL
$50.46 - $62.34 $1.02 Million - $1.26 Million
-20,204 Reduced 68.03%
9,495 $584,000
Q3 2023

Nov 06, 2023
BUY
$53.72 - $60.35 $517,645 - $581,532
9,636 Added 48.03%
29,699 $1.62 Million
Q2 2023

Aug 07, 2023
BUY
$52.41 - $57.47 $1.05 Million - $1.15 Million
20,063 New
20,063 $1.15 Million

Others Institutions Holding SMMD

# of Institutions
178
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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