A detailed history of Cerity Partners LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Cerity Partners LLC holds 7,866 shares of SMMD stock, worth $556,598. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,866
Previous 9,736 19.21%
Holding current value
$556,598
Previous $609,000 12.64%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$61.71 - $68.15 $115,397 - $127,440
-1,870 Reduced 19.21%
7,866 $532,000
Q2 2024

Aug 13, 2024

SELL
$60.34 - $65.19 $30,713 - $33,181
-509 Reduced 4.97%
9,736 $609,000
Q1 2024

May 14, 2024

BUY
$58.78 - $65.61 $381,540 - $425,874
6,491 Added 172.91%
10,245 $672,000
Q4 2023

Jan 26, 2024

BUY
$50.46 - $62.34 $189,426 - $234,024
3,754 New
3,754 $231,000
Q1 2020

May 14, 2020

SELL
$29.24 - $49.61 $378,658 - $642,449
-12,950 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$43.15 - $48.26 $558,792 - $624,967
12,950 New
12,950 $623,000
Q3 2019

Oct 30, 2019

SELL
$42.91 - $46.15 $555,684 - $597,642
-12,950 Closed
0 $0
Q4 2018

Feb 06, 2019

BUY
$36.0 - $47.17 $466,200 - $610,851
12,950 New
12,950 $495,000

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners 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 Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.