Berger Financial Group, Inc Ishares Tr Russell 2500 ETF Transaction History

Berger Financial Group, Inc

  • $1.26 Billion
  • Q2 2025

A detailed history of Berger Financial Group, Inc transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 138,848 shares of SMMD stock, worth $9.56 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
138,848
Previous 132,441 4.84%
Holding current value
$9.56 Million
Previous $8.28 Million 13.63%
% of portfolio
0.75%
Previous 0.7%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$54.81 - $67.78 $351,167 - $434,266
6,407 Added 4.84%
138,848 $9.41 Million
Q1 2025

May 12, 2025
SELL
$61.55 - $71.27 $1.93 Million - $2.24 Million
-31,390 Reduced 19.16%
132,441 $8.28 Million
Q4 2024

Feb 14, 2025
BUY
$66.67 - $74.08 $318,415 - $353,806
4,776 Added 3.0%
163,831 $11.1 Million
Q3 2024

Nov 12, 2024
BUY
$61.71 - $68.15 $513,303 - $566,871
8,318 Added 5.52%
159,055 $10.8 Million
Q2 2024

Aug 14, 2024
BUY
$60.34 - $65.19 $160,504 - $173,405
2,660 Added 1.8%
150,737 $9.44 Million
Q1 2024

Apr 16, 2024
BUY
$58.78 - $65.61 $896,571 - $1 Million
15,253 Added 11.48%
148,077 $9.72 Million
Q4 2023

Feb 07, 2024
BUY
$50.46 - $62.34 $505,558 - $624,584
10,019 Added 8.16%
132,824 $8.18 Million
Q3 2023

Nov 03, 2023
BUY
$53.72 - $60.35 $1,772 - $1,991
33 Added 0.03%
122,805 $6.69 Million
Q2 2023

Aug 10, 2023
BUY
$52.41 - $57.47 $470,484 - $515,908
8,977 Added 7.89%
122,772 $7.06 Million
Q1 2023

Apr 24, 2023
BUY
$52.14 - $60.44 $5.93 Million - $6.88 Million
113,795 New
113,795 $6.24 Million

Others Institutions Holding SMMD

# of Institutions
221
Shares Held
16.7M
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
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