Atria Wealth Solutions, Inc. Ishares Tr Russell 2500 ETF Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,587 shares of SMMD stock, worth $432,502. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,587
Previous 7,531 12.53%
Holding current value
$432,502
Previous $512,000 19.73%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$61.55 - $71.27 $58,103 - $67,278
-944 Reduced 12.53%
6,587 $411,000
Q4 2024

Jan 31, 2025
SELL
$66.67 - $74.08 $1.4 Million - $1.56 Million
-21,047 Reduced 73.65%
7,531 $512,000
Q3 2024

Nov 08, 2024
SELL
$61.71 - $68.15 $262,020 - $289,364
-4,246 Reduced 12.94%
28,578 $1.94 Million
Q2 2024

Jul 22, 2024
SELL
$60.34 - $65.19 $363,608 - $392,834
-6,026 Reduced 15.51%
32,824 $2.05 Million
Q1 2024

May 13, 2024
SELL
$58.78 - $65.61 $1.08 Million - $1.21 Million
-18,385 Reduced 32.12%
38,850 $2.55 Million
Q4 2023

Feb 02, 2024
BUY
$50.46 - $62.34 $118,883 - $146,873
2,356 Added 4.29%
57,235 $3.52 Million
Q3 2023

Nov 08, 2023
SELL
$53.72 - $60.35 $132,043 - $148,340
-2,458 Reduced 4.29%
54,879 $2.99 Million
Q2 2023

Aug 03, 2023
BUY
$52.41 - $57.47 $2.59 Million - $2.84 Million
49,417 Added 623.95%
57,337 $3.3 Million
Q1 2023

Aug 22, 2023
SELL
$52.14 - $60.44 $2.56 Million - $2.97 Million
-49,191 Reduced 85.79%
8,146 $446,000
Q1 2023

Jun 14, 2023
SELL
$52.14 - $60.44 $11,783 - $13,659
-226 Reduced 2.77%
7,920 $434,000
Q1 2023

May 10, 2023
BUY
$52.14 - $60.44 $11,783 - $13,659
226 Added 2.85%
8,146 $446,000
Q4 2022

Aug 30, 2023
SELL
$50.18 - $56.92 $2.48 Million - $2.81 Million
-49,417 Reduced 86.19%
7,920 $420,000
Q4 2022

Feb 13, 2023
BUY
$50.18 - $56.92 $117,521 - $133,306
2,342 Added 41.99%
7,920 $420,000
Q3 2022

Nov 14, 2022
BUY
$49.59 - $60.48 $2,181 - $2,661
44 Added 0.8%
5,578 $277,000
Q2 2022

Aug 15, 2022
BUY
$50.12 - $62.96 $76,783 - $96,454
1,532 Added 38.28%
5,534 $286,000
Q1 2022

May 16, 2022
BUY
$57.98 - $66.78 $232,035 - $267,253
4,002 New
4,002 $250,000

Others Institutions Holding SMMD

# of Institutions
216
Shares Held
16.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 2500 ETF

SMMD Quotes by TradingView
  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, 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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email