Lakeridge Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 6,267 shares of SMMD stock, worth $453,981. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,267
Previous 6,414 2.29%
Holding current value
$453,981
Previous $473 Million 0.69%
% of portfolio
0.21%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$72.05 - $75.66 $10,591 - $11,122
-147 Reduced 2.29%
6,267 $470 Million
Q3 2025

Oct 17, 2025
SELL
$67.91 - $74.71 $53,037 - $58,348
-781 Reduced 10.85%
6,414 $473 Million
Q2 2025

Aug 07, 2025
SELL
$54.81 - $67.78 $36,887 - $45,615
-673 Reduced 8.55%
7,195 $488 Million
Q1 2025

Apr 16, 2025
SELL
$61.55 - $71.27 $3,077 - $3,563
-50 Reduced 0.63%
7,868 $492 Million
Q4 2024

Jan 30, 2025
BUY
$66.67 - $74.08 $36,068 - $40,077
541 Added 7.33%
7,918 $538 Million
Q3 2024

Oct 07, 2024
BUY
$61.71 - $68.15 $3,147 - $3,475
51 Added 0.7%
7,377 $500 Million
Q2 2024

Aug 01, 2024
BUY
$60.34 - $65.19 $20,998 - $22,686
348 Added 4.99%
7,326 $459 Million
Q1 2024

Apr 29, 2024
BUY
$58.78 - $65.61 $8,229 - $9,185
140 Added 2.05%
6,978 $458 Million
Q4 2023

Feb 14, 2024
BUY
$50.46 - $62.34 $345,045 - $426,280
6,838 New
6,838 $421 Million

Others Institutions Holding SMMD

# of Institutions
224
Shares Held
20.9M
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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