Capital Analysts, LLC Ishares Tr Russell 2500 ETF Transaction History

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025

A detailed history of Capital Analysts, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Capital Analysts, LLC holds 3,966 shares of SMMD stock, worth $273,059. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,966
Previous 6,124 35.24%
Holding current value
$273,059
Previous $416,000 40.38%
% of portfolio
0.01%
Previous 0.02%

Shares

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

May 14, 2025
SELL
$61.55 - $71.27 $132,824 - $153,800
-2,158 Reduced 35.24%
3,966 $248,000
Q4 2024

Feb 14, 2025
BUY
$66.67 - $74.08 $109,938 - $122,157
1,649 Added 36.85%
6,124 $416,000
Q3 2024

Nov 13, 2024
BUY
$61.71 - $68.15 $105,400 - $116,400
1,708 Added 61.73%
4,475 $303,000
Q2 2024

Aug 14, 2024
SELL
$60.34 - $65.19 $45,918 - $49,609
-761 Reduced 21.57%
2,767 $173,000
Q1 2024

May 14, 2024
BUY
$58.78 - $65.61 $63,541 - $70,924
1,081 Added 44.18%
3,528 $231,000
Q4 2023

Jan 30, 2024
BUY
$50.46 - $62.34 $123,475 - $152,545
2,447 New
2,447 $151,000

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
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC 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 Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email