Creative Planning Ishares Tr Russell 2500 ETF Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Creative Planning holds 12,183 shares of SMMD stock, worth $838,799. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,183

Previous 15,182 19.75%

Holding current value

$838,799

Previous $949,000 13.07%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$54.81 - $67.78 $164,375 - $203,272	-2,999 Reduced 19.75%	12,183 $825,000
Q1 2025 May 15, 2025	BUY	$61.55 - $71.27 $137,810 - $159,573	2,239 Added 17.3%	15,182 $949,000
Q4 2024 Feb 14, 2025	BUY	$66.67 - $74.08 $34,001 - $37,780	510 Added 4.1%	12,943 $880,000
Q3 2024 Oct 11, 2024	SELL	$61.71 - $68.15 $14,625 - $16,151	-237 Reduced 1.87%	12,433 $842,000
Q2 2024 Aug 15, 2024	SELL	$60.34 - $65.19 $23,230 - $25,098	-385 Reduced 2.95%	12,670 $793,000
Q4 2023 Feb 14, 2024	SELL	$50.46 - $62.34 $7,215 - $8,914	-143 Reduced 1.08%	13,055 $803,000
Q3 2023 Nov 16, 2023	SELL	$53.72 - $60.35 $19,715 - $22,148	-367 Reduced 2.71%	13,198 $719,000
Q2 2023 Jul 21, 2023	BUY	$52.41 - $57.47 $18,710 - $20,516	357 Added 2.7%	13,565 $779,000
Q1 2023 May 15, 2023	SELL	$52.14 - $60.44 $130,662 - $151,462	-2,506 Reduced 15.95%	13,208 $724,000
Q4 2022 Feb 10, 2023	BUY	$50.18 - $56.92 $200,870 - $227,850	4,003 Added 34.18%	15,714 $835,000
Q3 2022 Nov 03, 2022	SELL	$49.59 - $60.48 $4,165 - $5,080	-84 Reduced 0.71%	11,711 $583,000
Q2 2022 Aug 15, 2022	BUY	$50.12 - $62.96 $48,014 - $60,315	958 Added 8.84%	11,795 $609,000
Q1 2022 May 16, 2022	BUY	$57.98 - $66.78 $194,233 - $223,713	3,350 Added 44.74%	10,837 $676,000
Q2 2021 Aug 04, 2021	SELL	$62.15 - $66.8 $11,311 - $12,157	-182 Reduced 2.37%	7,487 $496,000
Q1 2021 Apr 30, 2021	BUY	$55.99 - $65.72 $429,387 - $504,006	7,669 New	7,669 $482,000

Others Institutions Holding SMMD

# of Institutions

220

Shares Held

16.7M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
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Creative Planning Ishares Tr Russell 2500 ETF Transaction History