A detailed history of Advisory Resource Group transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Advisory Resource Group holds 36,321 shares of SMMD stock, worth $2.49 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
36,321
Previous 246,515 85.27%
Holding current value
$2.49 Million
Previous $15.4 Million 84.06%
% of portfolio
0.59%
Previous 3.91%

Shares

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

Nov 20, 2024

SELL
$61.71 - $68.15 $13 Million - $14.3 Million
-210,194 Reduced 85.27%
36,321 $2.46 Million
Q2 2024

Jul 24, 2024

BUY
$60.34 - $65.19 $965,802 - $1.04 Million
16,006 Added 6.94%
246,515 $15.4 Million
Q1 2024

May 17, 2024

BUY
$58.78 - $65.61 $953,117 - $1.06 Million
16,215 Added 7.57%
230,509 $15.1 Million
Q4 2023

Jan 11, 2024

BUY
$50.46 - $62.34 $433,703 - $535,812
8,595 Added 4.18%
214,294 $13.2 Million
Q3 2023

Dec 05, 2023

BUY
$53.72 - $60.35 $260,918 - $293,119
4,857 Added 2.42%
205,699 $11.2 Million
Q2 2023

Jul 11, 2023

SELL
$52.41 - $57.47 $960,937 - $1.05 Million
-18,335 Reduced 8.37%
200,842 $11.5 Million
Q1 2023

May 15, 2023

BUY
$52.14 - $60.44 $2.51 Million - $2.91 Million
48,093 Added 28.11%
219,177 $12 Million
Q4 2022

Jan 27, 2023

BUY
$50.18 - $56.92 $782,356 - $887,439
15,591 Added 10.03%
171,084 $0
Q3 2022

Oct 11, 2022

BUY
$49.59 - $60.48 $243,784 - $297,319
4,916 Added 3.26%
155,493 $7.74 Million
Q2 2022

Jul 21, 2022

BUY
$50.12 - $62.96 $259,320 - $325,755
5,174 Added 3.56%
150,577 $7.77 Million
Q1 2022

Apr 06, 2022

BUY
$57.98 - $66.78 $593,019 - $683,025
10,228 Added 7.57%
145,403 $9.07 Million
Q4 2021

Feb 08, 2022

BUY
$62.95 - $70.3 $1.69 Million - $1.89 Million
26,843 Added 24.78%
135,175 $8.21 Million
Q3 2021

Oct 26, 2021

SELL
$62.02 - $67.37 $1.44 Million - $1.57 Million
-23,247 Reduced 17.67%
108,332 $6.96 Million
Q2 2021

Aug 19, 2021

BUY
$62.15 - $66.8 $87,382 - $93,920
1,406 Added 1.08%
131,579 $8.71 Million
Q1 2021

May 24, 2021

BUY
$55.99 - $65.72 $4.65 Million - $5.46 Million
83,101 Added 176.54%
130,173 $8.19 Million
Q4 2020

Feb 23, 2021

BUY
$45.29 - $57.31 $1.33 Million - $1.68 Million
29,392 Added 166.24%
47,072 $2.67 Million
Q3 2020

Dec 09, 2020

BUY
$41.7 - $47.16 $50,040 - $56,591
1,200 Added 7.28%
17,680 $792,000
Q2 2020

Aug 19, 2020

SELL
$31.04 - $45.54 $253,441 - $371,834
-8,165 Reduced 33.13%
16,480 $700,000
Q1 2020

May 27, 2020

SELL
$29.24 - $49.61 $4.79 Million - $8.12 Million
-163,649 Reduced 86.91%
24,645 $828,000
Q4 2019

Feb 12, 2020

BUY
$43.15 - $48.26 $7.91 Million - $8.85 Million
183,405 Added 3751.38%
188,294 $9.06 Million
Q3 2019

Nov 19, 2019

BUY
$42.91 - $46.15 $209,786 - $225,627
4,889 New
4,889 $218,000

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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