A detailed history of Sig Fig Wealth Management, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Sig Fig Wealth Management, LLC holds 69,497 shares of SMMD stock, worth $4.09 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
69,497
Previous 52,138 33.29%
Holding current value
$4.09 Million
Previous $3.55 Million 22.82%
% of portfolio
0.16%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025

BUY
$61.55 - $71.27 $1.07 Million - $1.24 Million
17,359 Added 33.29%
69,497 $4.35 Million
Q4 2024

Feb 11, 2025

BUY
$66.67 - $74.08 $1.06 Million - $1.18 Million
15,882 Added 43.81%
52,138 $3.55 Million
Q3 2024

Nov 14, 2024

BUY
$61.71 - $68.15 $793,899 - $876,749
12,865 Added 55.0%
36,256 $2.46 Million
Q2 2024

Aug 09, 2024

BUY
$60.34 - $65.19 $822,434 - $888,539
13,630 Added 139.64%
23,391 $1.46 Million
Q1 2024

May 10, 2024

BUY
$58.78 - $65.61 $359,674 - $401,467
6,119 Added 168.01%
9,761 $640,000
Q4 2023

Feb 08, 2024

BUY
$50.46 - $62.34 $183,775 - $227,042
3,642 New
3,642 $224,000

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
Track This Portfolio

Track Sig Fig Wealth Management, LLC Portfolio

Follow Sig Fig Wealth 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 Sig Fig Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sig Fig Wealth Management, LLC with notifications on news.