Seven Bridge Financial Group, LLC Ishares Tr Russell 2500 ETF Transaction History

Seven Bridge Financial Group, LLC

$556 Million
Q3 2025

A detailed history of Seven Bridge Financial Group, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 3,241 shares of SMMD stock, worth $234,778. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,241

Previous 3,906 17.03%

Holding current value

$234,778

Previous $264,000 9.85%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$67.91 - $74.71 $45,160 - $49,682	-665 Reduced 17.03%	3,241 $238,000
Q2 2025 Sep 04, 2025	SELL	$54.81 - $67.78 $174,624 - $215,947	-3,186 Reduced 44.92%	3,906 $264,000
Q1 2025 May 13, 2025	SELL	$61.55 - $71.27 $177,325 - $205,328	-2,881 Reduced 28.89%	7,092 $443,000
Q3 2024 Nov 12, 2024	BUY	$61.71 - $68.15 $46,961 - $51,862	761 Added 8.26%	9,973 $675,000
Q2 2024 Aug 09, 2024	BUY	$60.34 - $65.19 $40,488 - $43,742	671 Added 7.86%	9,212 $576,000

Q1 2024 May 10, 2024	SELL	$58.78 - $65.61 $169,874 - $189,612	-2,890 Reduced 25.28%	8,541 $560,000
Q4 2023 Jan 22, 2024	BUY	$50.46 - $62.34 $103,947 - $128,420	2,060 Added 21.98%	11,431 $703,000
Q3 2023 Oct 25, 2023	BUY	$53.72 - $60.35 $503,410 - $565,539	9,371 New	9,371 $510,000

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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Seven Bridge Financial Group, LLC Ishares Tr Russell 2500 ETF Transaction History