A detailed history of First Republic Investment Management, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 36,417 shares of SMMD stock, worth $2.55 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,417
Previous 35,272 3.25%
Holding current value
$2.55 Million
Previous $2.03 Million 2.07%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

BUY
$53.72 - $60.35 $61,509 - $69,100
1,145 Added 3.25%
36,417 $1.99 Million
Q2 2023

Jul 28, 2023

BUY
$52.41 - $57.47 $1.38 Million - $1.52 Million
26,406 Added 297.83%
35,272 $2.03 Million
Q1 2023

May 11, 2023

BUY
$52.14 - $60.44 $162,363 - $188,210
3,114 Added 54.14%
8,866 $486,000
Q4 2022

Feb 13, 2023

SELL
$50.18 - $56.92 $823,805 - $934,455
-16,417 Reduced 74.05%
5,752 $305,000
Q3 2022

Nov 03, 2022

BUY
$49.59 - $60.48 $519,752 - $633,890
10,481 Added 89.67%
22,169 $1.1 Million
Q2 2022

Aug 16, 2022

SELL
$50.12 - $62.96 $348,083 - $437,257
-6,945 Reduced 37.27%
11,688 $603,000
Q1 2022

May 16, 2022

SELL
$57.98 - $66.78 $10.2 Million - $11.7 Million
-175,786 Reduced 90.42%
18,633 $1.16 Million
Q4 2021

Feb 09, 2022

BUY
$62.95 - $70.3 $11.9 Million - $13.3 Million
188,594 Added 3237.67%
194,419 $12.9 Million
Q3 2021

Nov 12, 2021

BUY
$62.02 - $67.37 $186 - $202
3 Added 0.05%
5,825 $374,000
Q2 2021

Aug 16, 2021

BUY
$62.15 - $66.8 $143,566 - $154,308
2,310 Added 65.77%
5,822 $386,000
Q1 2021

May 14, 2021

SELL
$55.99 - $65.72 $53,414 - $62,696
-954 Reduced 21.36%
3,512 $221,000
Q4 2020

Feb 16, 2021

BUY
$45.29 - $57.31 $202,265 - $255,946
4,466 New
4,466 $254,000

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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