Kestra Advisory Services, LLC Ishares Tr Russell 2500 ETF Transaction History

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 17,823 shares of SMMD stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,823
Previous 16,133 10.48%
Holding current value
$1.2 Million
Previous $1.09 Million 10.9%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$66.67 - $74.08 $112,672 - $125,195
1,690 Added 10.48%
17,823 $1.21 Million
Q3 2024

Nov 13, 2024
SELL
$61.71 - $68.15 $2.8 Million - $3.09 Million
-45,390 Reduced 73.78%
16,133 $1.09 Million
Q2 2024

Aug 14, 2024
BUY
$60.34 - $65.19 $833,174 - $900,143
13,808 Added 28.94%
61,523 $3.85 Million
Q1 2024

May 15, 2024
BUY
$58.78 - $65.61 $2.8 Million - $3.13 Million
47,715 New
47,715 $3.13 Million

Others Institutions Holding SMMD

# of Institutions
217
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 Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, 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 Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email