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 16,133 shares of SMMD stock, worth $1.13 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,133
Previous 61,523 73.78%
Holding current value
$1.13 Million
Previous $3.85 Million 71.64%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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