Congress Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 24,399 shares of SMMD stock, worth $1.53 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,399
Holding current value
$1.53 Million
% of portfolio
0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$66.67 - $74.08 $1.63 Million - $1.81 Million
24,399 New
24,399 $1.66 Million
Q4 2023

Feb 09, 2024
BUY
$50.46 - $62.34 $2.16 Million - $2.66 Million
42,749 Added 1001.38%
47,018 $2.89 Million
Q3 2023

Oct 30, 2023
BUY
$53.72 - $60.35 $23,851 - $26,795
444 Added 11.61%
4,269 $232,000
Q2 2023

Jul 13, 2023
SELL
$52.41 - $57.47 $356,964 - $391,428
-6,811 Reduced 64.04%
3,825 $219,000
Q1 2023

Apr 14, 2023
SELL
$52.14 - $60.44 $515,299 - $597,328
-9,883 Reduced 48.17%
10,636 $583,000
Q4 2022

Feb 02, 2023
SELL
$50.18 - $56.92 $1.71 Million - $1.94 Million
-34,027 Reduced 62.38%
20,519 $1.09 Million
Q3 2022

Nov 08, 2022
SELL
$49.59 - $60.48 $1,884 - $2,298
-38 Reduced 0.07%
54,546 $2.71 Million
Q2 2022

Aug 11, 2022
BUY
$50.12 - $62.96 $821,466 - $1.03 Million
16,390 Added 42.91%
54,584 $2.82 Million
Q1 2022

May 16, 2022
BUY
$57.98 - $66.78 $772,293 - $889,509
13,320 Added 53.55%
38,194 $2.38 Million
Q4 2021

Feb 04, 2022
BUY
$62.95 - $70.3 $1.57 Million - $1.75 Million
24,874 New
24,874 $1.65 Million

Others Institutions Holding SMMD

# of Institutions
220
Shares Held
16.9M
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
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