A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 66,280 shares of SMMD stock, worth $4.64 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
66,280
Previous 60,783 9.04%
Holding current value
$4.64 Million
Previous $3.81 Million 17.98%
% of portfolio
1.5%
Previous 1.41%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$61.71 - $68.15 $339,219 - $374,620
5,497 Added 9.04%
66,280 $4.49 Million
Q2 2024

Jul 23, 2024

BUY
$60.34 - $65.19 $419,604 - $453,331
6,954 Added 12.92%
60,783 $3.81 Million
Q1 2024

Apr 22, 2024

BUY
$58.78 - $65.61 $484,229 - $540,495
8,238 Added 18.07%
53,829 $3.53 Million
Q4 2023

Jan 23, 2024

BUY
$50.46 - $62.34 $44,303 - $54,734
878 Added 1.96%
45,591 $2.81 Million
Q3 2023

Oct 13, 2023

BUY
$53.72 - $60.35 $257,533 - $289,317
4,794 Added 12.01%
44,713 $2.44 Million
Q2 2023

Jul 25, 2023

BUY
$52.41 - $57.47 $1.02 Million - $1.12 Million
19,516 Added 95.65%
39,919 $2.29 Million
Q1 2023

Apr 28, 2023

BUY
$52.14 - $60.44 $548,669 - $636,010
10,523 Added 106.51%
20,403 $1.12 Million
Q4 2022

Jan 23, 2023

BUY
$50.18 - $56.92 $495,778 - $562,369
9,880 New
9,880 $0

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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