Kc Investment Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Kc Investment Advisors, LLC

$223 Million
Q3 2024

A detailed history of Kc Investment Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 4,339 shares of SMMD stock, worth $303,296. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,339

Previous 5,509 21.24%

Holding current value

$303,296

Previous $344,000 14.83%

% of portfolio

0.13%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$61.71 - $68.15 $72,200 - $79,735	-1,170 Reduced 21.24%	4,339 $293,000
Q2 2024 Aug 08, 2024	SELL	$60.34 - $65.19 $69,873 - $75,490	-1,158 Reduced 17.37%	5,509 $344,000
Q1 2024 May 09, 2024	SELL	$58.78 - $65.61 $166,229 - $185,545	-2,828 Reduced 29.78%	6,667 $437,000
Q4 2023 Jan 25, 2024	SELL	$50.46 - $62.34 $1.02 Million - $1.26 Million	-20,204 Reduced 68.03%	9,495 $584,000
Q3 2023 Nov 06, 2023	BUY	$53.72 - $60.35 $517,645 - $581,532	9,636 Added 48.03%	29,699 $1.62 Million
Q2 2023 Aug 07, 2023	BUY	$52.41 - $57.47 $1.05 Million - $1.15 Million	20,063 New	20,063 $1.15 Million

Others Institutions Holding SMMD

# of Institutions

188

Shares Held

12.8M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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Kc Investment Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History