True Private Wealth Advisors Ishares Tr Russell 2500 ETF Transaction History

True Private Wealth Advisors

$779 Million
Q4 2024

A detailed history of True Private Wealth Advisors transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 4,317 shares of SMMD stock, worth $303,398. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,317

Previous 4,348 0.71%

Holding current value

$303,398

Previous $294,000 0.34%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$66.67 - $74.08 $2,066 - $2,296	-31 Reduced 0.71%	4,317 $293,000
Q2 2024 Jul 16, 2024	BUY	$60.34 - $65.19 $60 - $65	1 Added 0.02%	4,348 $272,000
Q1 2024 Apr 25, 2024	BUY	$58.78 - $65.61 $58 - $65	1 Added 0.02%	4,347 $285,000
Q4 2023 Jan 30, 2024	BUY	$50.46 - $62.34 $14,179 - $17,517	281 Added 6.91%	4,346 $267,000
Q3 2023 Nov 13, 2023	SELL	$53.72 - $60.35 $30,298 - $34,037	-564 Reduced 12.18%	4,065 $221,000
Q2 2023 Aug 11, 2023	SELL	$52.41 - $57.47 $471 - $517	-9 Reduced 0.19%	4,629 $266,000
Q1 2023 May 11, 2023	BUY	$52.14 - $60.44 $104 - $120	2 Added 0.04%	4,638 $254,000
Q4 2022 Feb 14, 2023	SELL	$50.18 - $56.92 $28,301 - $32,102	-564 Reduced 10.85%	4,636 $246,000
Q3 2022 Nov 04, 2022	SELL	$49.59 - $60.48 $7,934 - $9,676	-160 Reduced 2.99%	5,200 $258,000
Q2 2022 Jul 28, 2022	BUY	$50.12 - $62.96 $50 - $62	1 Added 0.02%	5,360 $276,000
Q1 2022 May 09, 2022	SELL	$57.98 - $66.78 $109,814 - $126,481	-1,894 Reduced 26.11%	5,359 $319,000
Q4 2021 Feb 11, 2022	SELL	$62.95 - $70.3 $14,478 - $16,169	-230 Reduced 3.07%	7,253 $481,000
Q3 2021 Nov 05, 2021	BUY	$62.02 - $67.37 $2,046 - $2,223	33 Added 0.44%	7,483 $480,000
Q2 2021 Aug 10, 2021	SELL	$62.15 - $66.8 $451,395 - $485,168	-7,263 Reduced 49.36%	7,450 $493,000
Q1 2021 May 12, 2021	SELL	$55.99 - $65.72 $527,649 - $619,345	-9,424 Reduced 39.04%	14,713 $925,000
Q4 2020 Jan 11, 2021	BUY	$45.29 - $57.31 $1.09 Million - $1.38 Million	24,137 New	24,137 $1.37 Million

Others Institutions Holding SMMD

# of Institutions

217

Shares Held

16.7M

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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True Private Wealth Advisors Ishares Tr Russell 2500 ETF Transaction History