James J. Burns & Company, LLC Ishares Tr Russell 2500 ETF Transaction History

James J. Burns & Company, LLC

  • $609 Million
  • Q2 2025

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 77,867 shares of SMMD stock, worth $5.36 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
77,867
Previous 69,417 12.17%
Holding current value
$5.36 Million
Previous $4.35 Million 21.34%
% of portfolio
0.87%
Previous 0.78%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$54.81 - $67.78 $463,144 - $572,741
8,450 Added 12.17%
77,867 $5.28 Million
Q1 2025

Apr 08, 2025
SELL
$61.55 - $71.27 $124,146 - $143,751
-2,017 Reduced 2.82%
69,417 $4.35 Million
Q4 2024

Jan 24, 2025
SELL
$66.67 - $74.08 $20,867 - $23,187
-313 Reduced 0.44%
71,434 $4.86 Million
Q3 2024

Oct 30, 2024
BUY
$61.71 - $68.15 $131,565 - $145,295
2,132 Added 3.06%
71,747 $4.86 Million
Q2 2024

Jul 17, 2024
BUY
$60.34 - $65.19 $2.69 Million - $2.9 Million
44,507 Added 177.26%
69,615 $4.36 Million
Q1 2024

Apr 23, 2024
SELL
$58.78 - $65.61 $2.35 Million - $2.63 Million
-40,053 Reduced 61.47%
25,108 $1.61 Million
Q4 2023

Feb 13, 2024
BUY
$50.46 - $62.34 $172,976 - $213,701
3,428 Added 5.55%
65,161 $4.01 Million
Q3 2023

Nov 07, 2023
SELL
$53.72 - $60.35 $3,599 - $4,043
-67 Reduced 0.11%
61,733 $3.36 Million
Q2 2023

Jul 27, 2023
BUY
$52.41 - $57.47 $63,782 - $69,940
1,217 Added 2.01%
61,800 $3.55 Million
Q1 2023

Apr 24, 2023
BUY
$52.14 - $60.44 $2.33 Million - $2.7 Million
44,656 Added 280.38%
60,583 $3.32 Million
Q4 2022

Feb 02, 2023
BUY
$50.18 - $56.92 $55,900 - $63,408
1,114 Added 7.52%
15,927 $846,000
Q3 2022

Nov 01, 2022
BUY
$49.59 - $60.48 $734,576 - $895,890
14,813 New
14,813 $737,000

Others Institutions Holding SMMD

# of Institutions
221
Shares Held
16.7M
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 James J. Burns & Company, LLC Portfolio

Follow James J. Burns & Company, LLC 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 James J. Burns & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on James J. Burns & Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email