A detailed history of 1620 Investment Advisors, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 2,427 shares of SMMD stock, worth $169,695. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,427
Previous 2,338 3.81%
Holding current value
$169,695
Previous $146,000 12.33%
% of portfolio
0.13%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$61.71 - $68.15 $5,492 - $6,065
89 Added 3.81%
2,427 $164,000
Q2 2024

Jul 23, 2024

BUY
$60.34 - $65.19 $141,074 - $152,414
2,338 New
2,338 $146,000

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


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

Track 1620 Investment Advisors, Inc. Portfolio

Follow 1620 Investment Advisors, Inc. 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 1620 Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 1620 Investment Advisors, Inc. with notifications on news.