Altman Advisors, Inc. Ishares Tr Russell 2500 ETF Transaction History

Altman Advisors, Inc.

$225 Million
Q1 2025

A detailed history of Altman Advisors, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Altman Advisors, Inc. holds 21,160 shares of SMMD stock, worth $1.49 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

21,160

Previous 22,566 6.23%

Holding current value

$1.49 Million

Previous $1.53 Million 13.75%

% of portfolio

0.59%

Previous 0.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$61.55 - $71.27 $86,539 - $100,205	-1,406 Reduced 6.23%	21,160 $1.32 Million
Q4 2024 Feb 13, 2025	BUY	$66.67 - $74.08 $1.18 Million - $1.31 Million	17,711 Added 364.8%	22,566 $1.53 Million
Q3 2024 Nov 08, 2024	BUY	$61.71 - $68.15 $299,602 - $330,868	4,855 New	4,855 $328,000
Q1 2024 May 08, 2024	BUY	$58.78 - $65.61 $3,232 - $3,608	55 Added 1.21%	4,619 $303,000
Q4 2023 Feb 07, 2024	SELL	$50.46 - $62.34 $5,601 - $6,919	-111 Reduced 2.37%	4,564 $281,000
Q3 2023 Nov 14, 2023	BUY	$53.72 - $60.35 $251,141 - $282,136	4,675 New	4,675 $254,000
Q4 2022 Feb 08, 2023	BUY	$50.18 - $56.92 $200,067 - $226,940	3,987 New	3,987 $211,000

Others Institutions Holding SMMD

# of Institutions

216

Shares Held

16.7M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

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Altman Advisors, Inc. Ishares Tr Russell 2500 ETF Transaction History