Essex Financial Services, Inc. Ishares Tr Russell 2500 ETF Transaction History

Essex Financial Services, Inc.

$2.07 Billion
Q3 2024

A detailed history of Essex Financial Services, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Essex Financial Services, Inc. holds 3,944 shares of SMMD stock, worth $275,764. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,944

Previous 4,024 1.99%

Holding current value

$275,764

Previous $251,000 6.37%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$61.71 - $68.15 $4,936 - $5,452	-80 Reduced 1.99%	3,944 $267,000
Q2 2024 Aug 09, 2024	SELL	$60.34 - $65.19 $14,481 - $15,645	-240 Reduced 5.63%	4,024 $251,000
Q2 2024 Jul 31, 2024	BUY	$60.34 - $65.19 $62,029 - $67,015	1,028 Added 31.77%	4,264 $266,000
Q1 2024 Apr 23, 2024	BUY	$58.78 - $65.61 $190,212 - $212,313	3,236 New	3,236 $212,000
Q4 2022 Feb 10, 2023	BUY	$50.18 - $56.92 $5,519 - $6,261	110 Added 2.46%	4,581 $243,000
Q3 2022 Nov 07, 2022	BUY	$49.59 - $60.48 $221,716 - $270,406	4,471 New	4,471 $222,000
Q2 2022 Aug 01, 2022	SELL	$50.12 - $62.96 $161,937 - $203,423	-3,231 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$57.98 - $66.78 $187,333 - $215,766	3,231 New	3,231 $202,000

Others Institutions Holding SMMD

# of Institutions

190

Shares Held

12.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.

Account

Essex Financial Services, Inc. Ishares Tr Russell 2500 ETF Transaction History