Investmark Advisory Group LLC Ishares Tr Russell 2500 ETF Transaction History

Investmark Advisory Group LLC

$198 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$49.59 - $60.48 $491,436 - $599,356	9,910 New	9,910 $493,000

Others Institutions Holding SMMD

# of Institutions

221

Shares Held

16.7M

Call Options Held

0

Put Options Held

0

Glenmede Trust CO Na Philadelphia, PA

2.26M
Shares

$156 Million
0.78% of portfolio
Fort Washington Investment Advisors Inc

1.5M
Shares

$104 Million
0.61% of portfolio
Coldstream Capital Management Inc

971K
Shares

$66.8 Million
1.1% of portfolio
Bank Of America Corp Charlotte, NC

806K
Shares

$55.5 Million
0.0% of portfolio
Cresset Asset Management, LLC Chicago, IL

694K
Shares

$47.8 Million
0.25% of portfolio

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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