1620 Investment Advisors, Inc. Ishares Tr Russell 2500 ETF Transaction History

1620 Investment Advisors, Inc.

  • $125 Million
  • Q1 2025

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 4,011 shares of SMMD stock, worth $260,634. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,011
Previous 3,727 7.62%
Holding current value
$260,634
Previous $253,000 1.19%
% of portfolio
0.2%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$61.55 - $71.27 $17,480 - $20,240
284 Added 7.62%
4,011 $250,000
Q4 2024

Feb 11, 2025
BUY
$66.67 - $74.08 $248,479 - $276,096
3,727 New
3,727 $253,000
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

# of Institutions
216
Shares Held
16.8M
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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