Heritage Wealth Architects, Inc. Ishares Tr Russell 2500 ETF Call Options Transaction History

Heritage Wealth Architects, Inc.

$103 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMMD

# of Institutions

216

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Glenmede Trust CO Na Philadelphia, PA

2.26M
Shares

$155 Million
0.78% of portfolio
Fort Washington Investment Advisors Inc

1.5M
Shares

$103 Million
0.6% of portfolio
Coldstream Capital Management Inc

1.21M
Shares

$82.7 Million
1.63% of portfolio
Bank Of America Corp Charlotte, NC

806K
Shares

$55.1 Million
0.0% of portfolio
Cresset Asset Management, LLC Chicago, IL

694K
Shares

$47.4 Million
0.25% of portfolio

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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