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

Ci Private Wealth, LLC

$59.6 Billion
Q1 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 16,017 shares of SMMD stock, worth $1.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,017

Previous 23,711 32.45%

Holding current value

$1.1 Million

Previous $1.61 Million 37.9%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

220

Shares Held

16.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

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