Atlas Private Wealth Advisors Ishares Tr Russell 2500 ETF Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	SELL	$50.46 - $62.34 $105,966 - $130,914	-2,100 Reduced 25.95%	5,994 $369,000
Q3 2023 Oct 10, 2023	SELL	$53.72 - $60.35 $68,761 - $77,248	-1,280 Reduced 13.65%	8,094 $441,000
Q2 2023 Aug 04, 2023	BUY	$52.41 - $57.47 $201,726 - $221,202	3,849 Added 69.67%	9,374 $538,000
Q1 2023 Apr 12, 2023	SELL	$52.14 - $60.44 $10,375 - $12,027	-199 Reduced 3.48%	5,525 $302,000
Q4 2022 Feb 14, 2023	BUY	$50.18 - $56.92 $250 - $284	5 Added 0.09%	5,724 $304,000
Q2 2022 Aug 15, 2022	SELL	$50.12 - $62.96 $651 - $818	-13 Reduced 0.23%	5,719 $295,000
Q1 2022 Apr 26, 2022	BUY	$57.98 - $66.78 $63,604 - $73,257	1,097 Added 23.67%	5,732 $358,000
Q4 2021 Apr 21, 2022	BUY	$62.95 - $70.3 $211,071 - $235,715	3,353 Added 261.54%	4,635 $308,000
Q3 2021 Oct 26, 2021	BUY	$62.02 - $67.37 $44,902 - $48,775	724 Added 129.75%	1,282 $82,000
Q2 2021 Aug 02, 2021	BUY	$62.15 - $66.8 $30,702 - $32,999	494 Added 771.88%	558 $37,000
Q1 2021 Apr 28, 2021	BUY	$55.99 - $65.72 $3,583 - $4,206	64 New	64 $4,000

Others Institutions Holding SMMD

# of Institutions

188

Shares Held

12.8M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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