Lakeridge Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History

Lakeridge Wealth Management LLC

$225 Billion
Q3 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 6,414 shares of SMMD stock, worth $464,630. This represents 0.21% of its overall portfolio holdings.

Number of Shares

6,414

Previous 7,195 10.85%

Holding current value

$464,630

Previous $488 Million 3.03%

% of portfolio

0.21%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$67.91 - $74.71 $53,037 - $58,348	-781 Reduced 10.85%	6,414 $473 Million
Q2 2025 Aug 07, 2025	SELL	$54.81 - $67.78 $36,887 - $45,615	-673 Reduced 8.55%	7,195 $488 Million
Q1 2025 Apr 16, 2025	SELL	$61.55 - $71.27 $3,077 - $3,563	-50 Reduced 0.63%	7,868 $492 Million
Q4 2024 Jan 30, 2025	BUY	$66.67 - $74.08 $36,068 - $40,077	541 Added 7.33%	7,918 $538 Million
Q3 2024 Oct 07, 2024	BUY	$61.71 - $68.15 $3,147 - $3,475	51 Added 0.7%	7,377 $500 Million

Q2 2024 Aug 01, 2024	BUY	$60.34 - $65.19 $20,998 - $22,686	348 Added 4.99%	7,326 $459 Million
Q1 2024 Apr 29, 2024	BUY	$58.78 - $65.61 $8,229 - $9,185	140 Added 2.05%	6,978 $458 Million
Q4 2023 Feb 14, 2024	BUY	$50.46 - $62.34 $345,045 - $426,280	6,838 New	6,838 $421 Million

Others Institutions Holding SMMD

# of Institutions

220

Shares Held

20.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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Lakeridge Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History