Kestra Advisory Services, LLC Ishares Tr Russell 2500 ETF Transaction History

Kestra Advisory Services, LLC

$20.1 Billion
Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 19,014 shares of SMMD stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,014

Previous 14,377 32.25%

Holding current value

$1.38 Million

Previous $974,000 43.84%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$67.91 - $74.71 $314,898 - $346,430	4,637 Added 32.25%	19,014 $1.4 Million
Q2 2025 Aug 14, 2025	SELL	$54.81 - $67.78 $1,644 - $2,033	-30 Reduced 0.21%	14,377 $974,000
Q1 2025 May 14, 2025	SELL	$61.55 - $71.27 $210,254 - $243,458	-3,416 Reduced 19.17%	14,407 $901,000
Q4 2024 Feb 10, 2025	BUY	$66.67 - $74.08 $112,672 - $125,195	1,690 Added 10.48%	17,823 $1.21 Million
Q3 2024 Nov 13, 2024	SELL	$61.71 - $68.15 $2.8 Million - $3.09 Million	-45,390 Reduced 73.78%	16,133 $1.09 Million

Q2 2024 Aug 14, 2024	BUY	$60.34 - $65.19 $833,174 - $900,143	13,808 Added 28.94%	61,523 $3.85 Million
Q1 2024 May 15, 2024	BUY	$58.78 - $65.61 $2.8 Million - $3.13 Million	47,715 New	47,715 $3.13 Million

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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Kestra Advisory Services, LLC Ishares Tr Russell 2500 ETF Transaction History