Heritage Family Offices, LLP Ishares Tr Russell 2500 ETF Transaction History

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

A detailed history of Heritage Family Offices, LLP transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 190,565 shares of SMMD stock, worth $13.5 Million. This represents 6.47% of its overall portfolio holdings.

Number of Shares
190,565
Previous 189,202 0.72%
Holding current value
$13.5 Million
Previous $12.8 Billion 1.12%
% of portfolio
6.47%
Previous 6.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$66.67 - $74.08 $90,871 - $100,971
1,363 Added 0.72%
190,565 $13 Billion
Q3 2024

Oct 16, 2024
SELL
$61.71 - $68.15 $278,805 - $307,901
-4,518 Reduced 2.33%
189,202 $12.8 Billion
Q2 2024

Aug 01, 2024
BUY
$60.34 - $65.19 $11.7 Million - $12.6 Million
193,720 New
193,720 $12.1 Billion

Others Institutions Holding SMMD

# of Institutions
193
Shares Held
12.7M
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
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email