Goodwin Investment Advisory Ishares Tr Russell 2500 ETF Transaction History

Goodwin Investment Advisory

$231 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	SELL	$50.46 - $62.34 $4,390 - $5,423	-87 Reduced 40.85%	126 $7,000
Q3 2023 Nov 07, 2023	SELL	$53.72 - $60.35 $12,087 - $13,578	-225 Reduced 51.37%	213 $11,000
Q1 2023 May 15, 2023	BUY	$52.14 - $60.44 $10,271 - $11,906	197 Added 81.74%	438 $24,000
Q4 2022 Feb 14, 2023	SELL	$50.18 - $56.92 $6,573 - $7,456	-131 Reduced 35.22%	241 $12,000
Q3 2022 Nov 14, 2022	BUY	$49.59 - $60.48 $8,777 - $10,704	177 Added 90.77%	372 $19,000
Q2 2022 Aug 16, 2022	SELL	$50.12 - $62.96 $75,029 - $94,251	-1,497 Reduced 88.48%	195 $10,000
Q1 2022 May 16, 2022	BUY	$57.98 - $66.78 $68,822 - $79,267	1,187 Added 235.05%	1,692 $105,000
Q4 2021 Feb 11, 2022	BUY	$62.95 - $70.3 $31,789 - $35,501	505 New	505 $33,000

Others Institutions Holding SMMD

# of Institutions

188

Shares Held

12.8M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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