Ulland Investment Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History
Ulland Investment Advisors, LLC
- $120 Million
- Q1 2025
A detailed history of Ulland Investment Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 20,160 shares of SMMD stock, worth $1.2 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
20,160
Previous 26,795
24.76%
Holding current value
$1.2 Million
Previous $1.82 Million
30.79%
% of portfolio
1.05%
Previous 1.16%
Shares
6 transactions
Others Institutions Holding SMMD
# of Institutions
220Shares Held
17.3MCall Options Held
0Put Options Held
0-
Glenmede Trust CO Na Philadelphia, PA1.75MShares$104 Million0.62% of portfolio
-
Coldstream Capital Management Inc1.59MShares$94.8 Million2.33% of portfolio
-
Fort Washington Investment Advisors Inc1.5MShares$89.8 Million0.6% of portfolio
-
Envestnet Asset Management Inc765KShares$45.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC688KShares$41.1 Million0.0% of portfolio