Assetmark, Inc Ishares Tr Russell 2500 ETF Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

A detailed history of Assetmark, Inc transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Assetmark, Inc holds 70 shares of SMMD stock, worth $4,508. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,508

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$61.55 - $71.27 $4,308 - $4,988	70 New	70 $4,000

Others Institutions Holding SMMD

# of Institutions

216

Shares Held

16.8M

Call Options Held

Put Options Held

Glenmede Trust CO Na Philadelphia, PA

2.26M
Shares

$146 Million
0.78% of portfolio
Fort Washington Investment Advisors Inc

1.5M
Shares

$96.9 Million
0.6% of portfolio
Coldstream Capital Management Inc

1.21M
Shares

$77.9 Million
1.63% of portfolio
Bank Of America Corp Charlotte, NC

806K
Shares

$51.9 Million
0.0% of portfolio
Cresset Asset Management, LLC Chicago, IL

694K
Shares

$44.7 Million
0.25% of portfolio

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
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