Captrust Financial Advisors Ishares Tr Russell 2500 ETF Transaction History

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Captrust Financial Advisors holds 10,635 shares of SMMD stock, worth $666,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,635
Previous 11,633 8.58%
Holding current value
$666,389
Previous $787,000 8.13%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$66.67 - $74.08 $66,536 - $73,931
-998 Reduced 8.58%
10,635 $723,000
Q3 2024

Nov 14, 2024
SELL
$61.71 - $68.15 $3.18 Million - $3.51 Million
-51,529 Reduced 81.58%
11,633 $787,000
Q2 2024

Aug 14, 2024
BUY
$60.34 - $65.19 $3.1 Million - $3.34 Million
51,297 Added 432.34%
63,162 $3.95 Million
Q1 2024

May 15, 2024
SELL
$58.78 - $65.61 $451,606 - $504,081
-7,683 Reduced 39.3%
11,865 $778,000
Q4 2023

Feb 14, 2024
SELL
$50.46 - $62.34 $256,387 - $316,749
-5,081 Reduced 20.63%
19,548 $1.2 Million
Q3 2023

Nov 14, 2023
BUY
$53.72 - $60.35 $943,752 - $1.06 Million
17,568 Added 248.8%
24,629 $1.34 Million
Q2 2023

Aug 14, 2023
BUY
$52.41 - $57.47 $1,048 - $1,149
20 Added 0.28%
7,061 $405,000
Q1 2023

May 15, 2023
SELL
$52.14 - $60.44 $11,940 - $13,840
-229 Reduced 3.15%
7,041 $385,000
Q4 2022

Feb 15, 2023
BUY
$50.18 - $56.92 $364,808 - $413,808
7,270 New
7,270 $386,000
Q2 2022

Aug 16, 2022
BUY
$50.12 - $62.96 $6,866 - $8,625
137 New
137 $7,000
Q1 2019

May 15, 2019
SELL
$37.68 - $45.04 $25,434 - $30,402
-675 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
$36.0 - $47.17 $24,300 - $31,839
675 New
675 $26,000

Others Institutions Holding SMMD

# of Institutions
219
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 Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email