Legacy Advisory Services, LLC Ishares Tr Russell 2500 ETF Transaction History

Legacy Advisory Services, LLC

  • $133 Billion
  • Q3 2025

A detailed history of Legacy Advisory Services, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 6,857 shares of SMMD stock, worth $496,721. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,857
Previous 8,677 20.97%
Holding current value
$496,721
Previous $543 Million 6.93%
% of portfolio
0.38%
Previous 0.5%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$67.91 - $74.71 $123,596 - $135,972
-1,820 Reduced 20.97%
6,857 $506 Million
Q2 2025

Aug 14, 2025
SELL
$54.81 - $67.78 $30,967 - $38,295
-565 Reduced 7.62%
6,846 $464 Million
Q1 2025

May 19, 2025
BUY
$61.55 - $71.27 $456,147 - $528,181
7,411 New
7,411 $463 Million
Q4 2024

Oct 17, 2025
SELL
$66.67 - $74.08 $37,135 - $41,262
-557 Reduced 6.59%
7,900 $537 Million
Q3 2024

Oct 17, 2025
BUY
$61.71 - $68.15 $99,414 - $109,789
1,611 Added 23.53%
8,457 $573 Million
Q2 2024

Oct 30, 2025
BUY
$60.34 - $65.19 $110,482 - $119,362
1,831 Added 26.75%
8,677 $543 Million
Q2 2024

Oct 17, 2025
SELL
$60.34 - $65.19 $16,231 - $17,536
-269 Reduced 3.08%
8,457 $573 Million
Q1 2024

Oct 17, 2025
BUY
$58.78 - $65.61 $1,469 - $1,640
25 Added 0.29%
8,726 $573 Million
Q4 2023

Oct 17, 2025
BUY
$50.46 - $62.34 $93,603 - $115,640
1,855 Added 27.1%
8,701 $536 Million

Others Institutions Holding SMMD

# of Institutions
220
Shares Held
20.6M
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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