Cary Street Partners Investment Advisory LLC Ishares Tr Russell 2500 ETF Transaction History

Cary Street Partners Investment Advisory LLC

  • $2.63 Billion
  • Q3 2024

A detailed history of Cary Street Partners Investment Advisory LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 14,962 shares of SMMD stock, worth $1.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,962
Previous 14,709 1.72%
Holding current value
$1.05 Million
Previous $920,000 10.11%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$61.71 - $68.15 $15,612 - $17,241
253 Added 1.72%
14,962 $1.01 Million
Q1 2024

Apr 30, 2024
BUY
$58.78 - $65.61 $387,948 - $433,026
6,600 Added 81.39%
14,709 $965,000
Q4 2023

Feb 07, 2024
BUY
$50.46 - $62.34 $409,180 - $505,515
8,109 New
8,109 $499,000
Q4 2022

Feb 14, 2023
BUY
$50.18 - $56.92 $4,014 - $4,553
80 New
80 $4,000

Others Institutions Holding SMMD

# of Institutions
190
Shares Held
12.2M
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 Investment Advisory LLC Portfolio

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

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email