Ever Source Wealth Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,723 shares of SMMD stock, worth $111,960. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,723
Previous 1,719 0.23%
Holding current value
$111,960
Previous $116,000 7.76%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$61.55 - $71.27 $246 - $285
4 Added 0.23%
1,723 $107,000
Q4 2024

Feb 07, 2025
BUY
$66.67 - $74.08 $333 - $370
5 Added 0.29%
1,719 $116,000
Q3 2024

Nov 08, 2024
BUY
$61.71 - $68.15 $308 - $340
5 Added 0.29%
1,714 $116,000
Q2 2024

Aug 13, 2024
SELL
$60.34 - $65.19 $60 - $65
-1 Reduced 0.06%
1,709 $106,000
Q1 2024

Jun 11, 2024
BUY
$58.78 - $65.61 $100,513 - $112,193
1,710 New
1,710 $112,000

Others Institutions Holding SMMD

# of Institutions
216
Shares Held
16.8M
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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