Wealthspire Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 469,382 shares of SMMD stock, worth $31.5 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
469,382
Previous 426,813 9.97%
Holding current value
$31.5 Million
Previous $28.9 Million 10.41%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Feb 03, 2025
BUY
$66.67 - $74.08 $2.84 Million - $3.15 Million
42,569 Added 9.97%
469,382 $31.9 Million
Q3 2024

Nov 13, 2024
BUY
$61.71 - $68.15 $1.72 Million - $1.9 Million
27,823 Added 6.97%
426,813 $28.9 Million
Q2 2024

Aug 08, 2024
SELL
$60.34 - $65.19 $1.53 Million - $1.65 Million
-25,371 Reduced 5.98%
398,990 $25 Million
Q1 2024

May 06, 2024
SELL
$58.78 - $65.61 $40,852 - $45,598
-695 Reduced 0.16%
424,361 $27.8 Million
Q4 2023

Feb 06, 2024
BUY
$50.46 - $62.34 $2.63 Million - $3.25 Million
52,101 Added 13.97%
425,056 $26.2 Million
Q3 2023

Nov 06, 2023
SELL
$53.72 - $60.35 $72,522 - $81,472
-1,350 Reduced 0.36%
372,955 $20.3 Million
Q2 2023

Jul 31, 2023
BUY
$52.41 - $57.47 $600,199 - $658,146
11,452 Added 3.16%
374,305 $21.5 Million
Q1 2023

May 09, 2023
BUY
$52.14 - $60.44 $2.47 Million - $2.86 Million
47,373 Added 15.02%
362,853 $19.9 Million
Q4 2022

Feb 13, 2023
BUY
$50.18 - $56.92 $5.22 Million - $5.92 Million
104,062 Added 49.22%
315,480 $16.8 Million
Q3 2022

Nov 14, 2022
BUY
$49.59 - $60.48 $1.59 Million - $1.94 Million
32,036 Added 17.86%
211,418 $10.5 Million
Q2 2022

Aug 09, 2022
BUY
$50.12 - $62.96 $8.99 Million - $11.3 Million
179,382 New
179,382 $9.26 Million

Others Institutions Holding SMMD

# of Institutions
218
Shares Held
16.7M
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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