Ci Private Wealth, LLC Ishares Tr Russell 2500 ETF Transaction History

Ci Private Wealth, LLC

  • $68.1 Billion
  • Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Ci Private Wealth, LLC holds 12,156 shares of SMMD stock, worth $909,511. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,156
Previous 12,156 -0.0%
Holding current value
$909,511
Previous $823,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 15, 2025
SELL
$54.81 - $67.78 $211,621 - $261,698
-3,861 Reduced 24.11%
12,156 $823,000
Q1 2025

May 14, 2025
SELL
$61.55 - $71.27 $473,565 - $548,351
-7,694 Reduced 32.45%
16,017 $1 Million
Q4 2024

Feb 10, 2025
BUY
$66.67 - $74.08 $18,334 - $20,372
275 Added 1.17%
23,711 $1.61 Million
Q3 2024

Nov 12, 2024
SELL
$61.71 - $68.15 $172,664 - $190,683
-2,798 Reduced 10.67%
23,436 $1.59 Million
Q2 2024

Aug 13, 2024
BUY
$60.34 - $65.19 $2,413 - $2,607
40 Added 0.15%
26,234 $1.64 Million
Q1 2024

May 09, 2024
SELL
$58.78 - $65.61 $2.3 Million - $2.56 Million
-39,061 Reduced 59.86%
26,194 $1.72 Million
Q4 2023

Feb 09, 2024
BUY
$50.46 - $62.34 $1.12 Million - $1.39 Million
22,239 Added 51.7%
65,255 $4.02 Million
Q3 2023

Nov 03, 2023
SELL
$53.72 - $60.35 $155,788 - $175,015
-2,900 Reduced 6.32%
43,016 $2.34 Million
Q2 2023

Aug 10, 2023
SELL
$52.41 - $57.47 $181,495 - $199,018
-3,463 Reduced 7.01%
45,916 $2.64 Million
Q1 2023

May 15, 2023
BUY
$52.14 - $60.44 $6,204 - $7,192
119 Added 0.24%
49,379 $2.71 Million
Q4 2022

Feb 15, 2023
BUY
$50.18 - $56.92 $2.47 Million - $2.8 Million
49,260 New
49,260 $2.62 Million

Others Institutions Holding SMMD

# of Institutions
223
Shares Held
19.7M
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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