Lee Financial Group Hawaii, Inc. Ishares Tr Russell 2500 ETF Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$50.18 - $56.92 $227,365 - $257,904	-4,531 Reduced 1.56%	286,470 $15.2 Million
Q3 2022 Nov 04, 2022	BUY	$49.59 - $60.48 $6.72 Million - $8.2 Million	135,588 Added 87.24%	291,001 $14.5 Million
Q2 2022 Aug 08, 2022	BUY	$50.12 - $62.96 $1,704 - $2,140	34 Added 0.02%	155,413 $8.02 Million
Q1 2022 May 10, 2022	SELL	$57.98 - $66.78 $53,341 - $61,437	-920 Reduced 0.59%	155,379 $9.69 Million
Q4 2021 Feb 08, 2022	BUY	$62.95 - $70.3 $12,841 - $14,341	204 Added 0.13%	156,299 $10.4 Million
Q3 2021 Nov 02, 2021	BUY	$62.02 - $67.37 $976,442 - $1.06 Million	15,744 Added 11.22%	156,095 $10 Million
Q2 2021 Aug 09, 2021	SELL	$62.15 - $66.8 $1.58 Million - $1.7 Million	-25,397 Reduced 15.32%	140,351 $9.3 Million
Q1 2021 May 10, 2021	BUY	$55.99 - $65.72 $3.48 Million - $4.08 Million	62,108 Added 59.93%	165,748 $10.4 Million
Q4 2020 Feb 03, 2021	BUY	$45.29 - $57.31 $4.69 Million - $5.94 Million	103,640 New	103,640 $5.88 Million

Others Institutions Holding SMMD

# of Institutions

190

Shares Held

12.2M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 2500 ETF

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