Ci Private Wealth, LLC Ishares Tr Russell 2500 ETF Transaction History

Ci Private Wealth, LLC

$63.6 Billion
Q1 2024

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Ci Private Wealth, LLC holds 26,194 shares of SMMD stock, worth $1.62 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

26,194

Previous 65,255 59.86%

Holding current value

$1.62 Million

Previous $4.02 Million 57.23%

% of portfolio

0.0%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$58.78 - $65.61 $2.3 Million - $2.56 Million	-39,061 Reduced 59.86%	26,194 $1.72 Million
Q4 2023 Feb 09, 2024	BUY	$50.46 - $62.34 $1.12 Million - $1.39 Million	22,239 Added 51.7%	65,255 $4.02 Million
Q3 2023 Nov 03, 2023	SELL	$53.72 - $60.35 $155,788 - $175,015	-2,900 Reduced 6.32%	43,016 $2.34 Million
Q2 2023 Aug 10, 2023	SELL	$52.41 - $57.47 $181,495 - $199,018	-3,463 Reduced 7.01%	45,916 $2.64 Million
Q1 2023 May 15, 2023	BUY	$52.14 - $60.44 $6,204 - $7,192	119 Added 0.24%	49,379 $2.71 Million

Q4 2022 Feb 15, 2023	BUY	$52.12 - $56.92 $2.57 Million - $2.8 Million	49,260 New	49,260 $2.62 Million

Others Institutions Holding SMMD

# of Institutions

168

Shares Held

10.3M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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Ci Private Wealth, LLC Ishares Tr Russell 2500 ETF Transaction History