Kestra Private Wealth Services, LLC Ishares Tr Russell 2500 ETF Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 8,292 shares of SMMD stock, worth $560,456. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,292
Previous 4,162 99.23%
Holding current value
$560,456
Previous $281,000 100.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
BUY
$66.67 - $74.08 $275,347 - $305,950
4,130 Added 99.23%
8,292 $563,000
Q3 2024

Nov 13, 2024
SELL
$61.71 - $68.15 $64,857 - $71,625
-1,051 Reduced 20.16%
4,162 $281,000
Q2 2024

Aug 12, 2024
BUY
$60.34 - $65.19 $75,304 - $81,357
1,248 Added 31.48%
5,213 $326,000
Q1 2024

May 02, 2024
BUY
$58.78 - $65.61 $233,062 - $260,143
3,965 New
3,965 $260,000

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
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