Cary Street Partners Financial LLC Ishares Tr Russell 2500 ETF Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025

A detailed history of Cary Street Partners Financial LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 9,219 shares of SMMD stock, worth $679,440. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,219
Previous 12,035 23.4%
Holding current value
$679,440
Previous $753 Million 16.98%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2025
SELL
$54.81 - $67.78 $154,344 - $190,868
-2,816 Reduced 23.4%
9,219 $625 Million
Q1 2025

May 09, 2025
SELL
$61.55 - $71.27 $94,787 - $109,755
-1,540 Reduced 11.34%
12,035 $753 Million
Q4 2024

Feb 14, 2025
BUY
$66.67 - $74.08 $905,045 - $1.01 Million
13,575 New
13,575 $923 Million

Others Institutions Holding SMMD

# of Institutions
223
Shares Held
19.6M
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 Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial 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 Cary Street Partners Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email