Destiny Wealth Partners, LLC Ishares Tr Russell 2500 ETF Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$50.18 - $56.92 $4.1 Million - $4.65 Million	-81,678 Reduced 97.25%	2,307 $0
Q3 2022 Oct 25, 2022	BUY	$49.59 - $60.48 $3,173 - $3,870	64 Added 0.08%	83,985 $4.18 Million
Q2 2022 Jul 15, 2022	SELL	$50.12 - $62.96 $852 - $1,070	-17 Reduced 0.02%	83,921 $4.33 Million
Q1 2022 Apr 21, 2022	BUY	$57.98 - $66.78 $817,460 - $941,531	14,099 Added 20.19%	83,938 $5.24 Million
Q4 2021 Jan 20, 2022	BUY	$62.95 - $70.3 $62,257 - $69,526	989 Added 1.44%	69,839 $4.64 Million
Q3 2021 Oct 28, 2021	SELL	$62.02 - $67.37 $458,141 - $497,662	-7,387 Reduced 9.69%	68,850 $4.42 Million
Q2 2021 Jul 27, 2021	SELL	$62.15 - $66.8 $449,282 - $482,897	-7,229 Reduced 8.66%	76,237 $5.05 Million
Q1 2021 Apr 22, 2021	SELL	$55.99 - $65.72 $436,386 - $512,221	-7,794 Reduced 8.54%	83,466 $5.25 Million
Q4 2020 Feb 05, 2021	BUY	$45.29 - $57.31 $4.13 Million - $5.23 Million	91,260 New	91,260 $5.18 Million

Others Institutions Holding SMMD

# of Institutions

190

Shares Held

12.2M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 2500 ETF

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