Diversify Wealth Management, LLC Ishares Tr Russell 2500 ETF Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,433 shares of SMMD stock, worth $248,686. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,433
Previous 3,428 0.15%
Holding current value
$248,686
Previous $242 Million 5.09%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$67.91 - $74.71 $339 - $373
5 Added 0.15%
3,433 $254 Million
Q2 2025

Aug 14, 2025
BUY
$54.81 - $67.78 $219 - $271
4 Added 0.12%
3,428 $242 Million
Q1 2025

Apr 30, 2025
SELL
$61.55 - $71.27 $70,536 - $81,675
-1,146 Reduced 25.08%
3,424 $211 Million
Q4 2024

Jan 16, 2025
BUY
$66.67 - $74.08 $304,681 - $338,545
4,570 New
4,570 $307 Million

Others Institutions Holding SMMD

# of Institutions
221
Shares Held
20.7M
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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