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

Berger Financial Group, Inc

$1.36 Billion
Q3 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 142,498 shares of SMMD stock, worth $10.3 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

142,498

Previous 138,848 2.63%

Holding current value

$10.3 Million

Previous $9.41 Million 11.64%

% of portfolio

0.77%

Previous 0.75%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$67.91 - $74.71 $247,871 - $272,691	3,650 Added 2.63%	142,498 $10.5 Million
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

220

Shares Held

20.6M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
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Berger Financial Group, Inc Ishares Tr Russell 2500 ETF Transaction History