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 4,619 shares of SMMD stock, worth $301,990. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,619
Previous 4,564 1.21%
Holding current value
$301,990
Previous $281,000 7.83%
% of portfolio
0.15%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$52.12 - $56.92 $207,802 - $226,940
3,987 New
3,987 $211,000

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
Track This Portfolio

Track Altman Advisors, Inc. Portfolio

Follow Altman Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altman Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Altman Advisors, Inc. with notifications on news.