Kovitz Investment Group Partners, LLC Ishares Tr Russell 2500 ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 216,691 shares of SMMD stock, worth $14.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
216,691
Previous 216,691 -0.0%
Holding current value
$14.1 Million
Previous $13.6 Million -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$61.55 - $71.27 $482,428 - $558,614
7,838 Added 3.75%
216,691 $13.6 Million
Q4 2024

Feb 14, 2025
BUY
$66.67 - $74.08 $613,430 - $681,610
9,201 Added 4.61%
208,853 $14.2 Million
Q3 2024

Nov 14, 2024
BUY
$61.71 - $68.15 $769,215 - $849,489
12,465 Added 6.66%
199,652 $13.5 Million
Q2 2024

Aug 14, 2024
BUY
$60.34 - $65.19 $11.3 Million - $12.2 Million
187,187 New
187,187 $11.7 Million

Others Institutions Holding SMMD

# of Institutions
216
Shares Held
16.8M
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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