Kovitz Investment Group Partners, LLC Ishares Tr Russell 2500 ETF Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 252,256 shares of SMMD stock, worth $18.3 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

252,256

Previous 236,044 6.87%

Holding current value

$18.3 Million

Previous $16 Million 16.24%

% of portfolio

0.08%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$67.91 - $74.71 $1.1 Million - $1.21 Million	16,212 Added 6.87%	252,256 $18.6 Million
Q2 2025 Aug 14, 2025	BUY	$54.81 - $67.78 $1.06 Million - $1.31 Million	19,353 Added 8.93%	236,044 $16 Million
Q1 2025 May 13, 2025	BUY	$61.55 - $71.27 $482,428 - $558,614	7,838 Added 3.75%	216,691 $13.6 Million
Q4 2024 Aug 25, 2025	SELL	$66.67 - $74.08 $1.81 Million - $2.01 Million	-27,191 Reduced 11.52%	208,853 $14.2 Million
Q4 2024 Feb 14, 2025	BUY	$66.67 - $74.08 $613,430 - $681,610	9,201 Added 4.61%	208,853 $14.2 Million

Q3 2024 Nov 14, 2024	BUY	$61.71 - $68.15 $769,215 - $849,489	12,465 Added 6.66%	199,652 $13.5 Million
Q2 2024 Aug 14, 2024	BUY	$60.34 - $65.19 $11.3 Million - $12.2 Million	187,187 New	187,187 $11.7 Million

Others Institutions Holding SMMD

# of Institutions

220

Shares Held

20.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

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Kovitz Investment Group Partners, LLC Ishares Tr Russell 2500 ETF Transaction History