Kestra Investment Management, LLC Ishares Tr Russell 2500 ETF Transaction History

Kestra Investment Management, LLC

  • $2.33 Trillion
  • Q3 2024

A detailed history of Kestra Investment Management, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Kestra Investment Management, LLC holds 330,255 shares of SMMD stock, worth $22.8 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
330,255
Previous 292,002 13.1%
Holding current value
$22.8 Million
Previous $18.3 Billion 22.37%
% of portfolio
0.96%
Previous 1.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$61.71 - $68.15 $2.36 Million - $2.61 Million
38,253 Added 13.1%
330,255 $22.4 Billion
Q2 2024

Aug 28, 2024
BUY
$60.34 - $65.19 $17.6 Million - $19 Million
292,002 New
292,002 $18.3 Billion

Others Institutions Holding SMMD

# of Institutions
190
Shares Held
12.2M
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
Track This Portfolio

Track Kestra Investment Management, LLC Portfolio

Follow Kestra Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email