James J. Burns & Company, LLC Ishares Tr Russell 2500 ETF Transaction History
James J. Burns & Company, LLC
- $508 Million
- Q2 2024
A detailed history of James J. Burns & Company, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, James J. Burns & Company, LLC holds 69,615 shares of SMMD stock, worth $4.69 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
69,615
Previous 25,108
177.26%
Holding current value
$4.69 Million
Previous $1.61 Million
171.3%
% of portfolio
0.86%
Previous 0.56%
Shares
8 transactions
Others Institutions Holding SMMD
# of Institutions
180Shares Held
12MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$90.7 Million2.07% of portfolio
-
Cresset Asset Management, LLC Chicago, IL577KShares$38.9 Million0.15% of portfolio
-
Fifth Third Bancorp564KShares$38 Million0.14% of portfolio
-
Envestnet Asset Management Inc520KShares$35.1 Million0.01% of portfolio
-
Fort Washington Investment Advisors Inc486KShares$32.8 Million0.2% of portfolio