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

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025

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 219,999 shares of SMMD stock, worth $13.5 Million. This represents 7.04% of its overall portfolio holdings.

Number of Shares
219,999
Previous 190,565 15.45%
Holding current value
$13.5 Million
Previous $13 Billion 6.18%
% of portfolio
7.04%
Previous 6.47%

Shares

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

Apr 10, 2025
BUY
$61.55 - $71.27 $1.81 Million - $2.1 Million
29,434 Added 15.45%
219,999 $13.8 Billion
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
211
Shares Held
16.3M
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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