Us Advisors Wealth Management, LLC Ishares Tr Russell 2500 ETF Transaction History

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 13,870 shares of SMMD stock, worth $969,235. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,870
Previous 14,419 3.81%
Holding current value
$969,235
Previous $976,000 3.38%
% of portfolio
0.31%
Previous 0.34%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$66.67 - $74.08 $36,601 - $40,669
-549 Reduced 3.81%
13,870 $943,000
Q3 2024

Nov 07, 2024
SELL
$61.71 - $68.15 $4,875 - $5,383
-79 Reduced 0.54%
14,419 $976,000
Q2 2024

Aug 06, 2024
BUY
$60.34 - $65.19 $4,163 - $4,498
69 Added 0.48%
14,498 $907,000
Q1 2024

May 02, 2024
SELL
$58.78 - $65.61 $148,184 - $165,402
-2,521 Reduced 14.87%
14,429 $941,000
Q4 2023

Feb 12, 2024
SELL
$50.46 - $62.34 $23,312 - $28,801
-462 Reduced 2.65%
16,950 $1.04 Million
Q3 2023

Nov 09, 2023
SELL
$53.72 - $60.35 $7,896 - $8,871
-147 Reduced 0.84%
17,412 $949,000
Q2 2023

Aug 01, 2023
SELL
$52.41 - $57.47 $8,542 - $9,367
-163 Reduced 0.92%
17,559 $1.01 Million
Q1 2023

Apr 13, 2023
BUY
$52.14 - $60.44 $14,182 - $16,439
272 Added 1.56%
17,722 $972,000
Q4 2022

Feb 10, 2023
BUY
$50.18 - $56.92 $8,279 - $9,391
165 Added 0.95%
17,450 $927,000
Q3 2022

Nov 14, 2022
BUY
$49.59 - $60.48 $34,514 - $42,094
696 Added 4.2%
17,285 $860,000
Q2 2022

Aug 12, 2022
SELL
$50.12 - $62.96 $12,630 - $15,865
-252 Reduced 1.5%
16,589 $856,000
Q1 2022

Jun 08, 2022
SELL
$57.98 - $66.78 $39,600 - $45,610
-683 Reduced 3.9%
16,841 $1.05 Million
Q4 2021

Feb 14, 2022
SELL
$62.95 - $70.3 $2,580 - $2,882
-41 Reduced 0.23%
17,524 $1.16 Million
Q3 2021

Nov 03, 2021
BUY
$62.02 - $67.37 $64,624 - $70,199
1,042 Added 6.31%
17,565 $1.13 Million
Q2 2021

Aug 09, 2021
BUY
$62.15 - $66.8 $76,444 - $82,164
1,230 Added 8.04%
16,523 $1.09 Million
Q1 2021

May 11, 2021
BUY
$55.99 - $65.72 $294,339 - $345,490
5,257 Added 52.38%
15,293 $962,000
Q4 2020

Feb 11, 2021
BUY
$45.29 - $57.31 $454,530 - $575,163
10,036 New
10,036 $583,000

Others Institutions Holding SMMD

# of Institutions
199
Shares Held
13.6M
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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