Congress Asset Management CO Ishares Tr Russell 2500 ETF Transaction History

Congress Asset Management CO

$12.9 Billion
Q1 2025

A detailed history of Congress Asset Management CO transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Congress Asset Management CO holds 177,071 shares of SMMD stock, worth $11.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

177,071

Previous 96,385 83.71%

Holding current value

$11.1 Million

Previous $6.55 Million 69.29%

% of portfolio

0.09%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$61.55 - $71.27 $4.97 Million - $5.75 Million	80,686 Added 83.71%	177,071 $11.1 Million
Q4 2024 Jan 30, 2025	BUY	$66.67 - $74.08 $4.07 Million - $4.52 Million	61,022 Added 172.56%	96,385 $6.55 Million
Q3 2024 Oct 28, 2024	SELL	$61.71 - $68.15 $919,910 - $1.02 Million	-14,907 Reduced 29.65%	35,363 $2.4 Million
Q2 2024 Aug 02, 2024	BUY	$60.34 - $65.19 $852,000 - $920,482	14,120 Added 39.06%	50,270 $3.15 Million
Q1 2024 Apr 11, 2024	SELL	$58.78 - $65.61 $2.87 Million - $3.2 Million	-48,757 Reduced 57.42%	36,150 $2.37 Million
Q4 2023 Mar 04, 2024	BUY	$50.46 - $62.34 $2.84 Million - $3.51 Million	56,290 Added 196.7%	84,907 $5.23 Million
Q3 2023 Nov 01, 2023	BUY	$53.72 - $60.35 $1.54 Million - $1.73 Million	28,617 New	28,617 $1.56 Million

Others Institutions Holding SMMD

# of Institutions

220

Shares Held

16.9M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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Congress Asset Management CO Ishares Tr Russell 2500 ETF Transaction History