Mayflower Financial Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Mayflower Financial Advisors, LLC

  • $680 Million
  • Q2 2025

A detailed history of Mayflower Financial Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 5,020 shares of SMMD stock, worth $361,691. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,020
Previous 4,995 0.5%
Holding current value
$361,691
Previous $312,000 8.97%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$54.81 - $67.78 $1,370 - $1,694
25 Added 0.5%
5,020 $340,000
Q1 2025

May 02, 2025
SELL
$61.55 - $71.27 $492 - $570
-8 Reduced 0.16%
4,995 $312,000
Q4 2024

Jan 22, 2025
SELL
$66.67 - $74.08 $49,402 - $54,893
-741 Reduced 12.9%
5,003 $340,000
Q3 2024

Nov 04, 2024
SELL
$61.71 - $68.15 $119,347 - $131,802
-1,934 Reduced 25.19%
5,744 $389,000
Q2 2024

Aug 02, 2024
SELL
$60.34 - $65.19 $7,120 - $7,692
-118 Reduced 1.51%
7,678 $480,000
Q1 2024

Apr 29, 2024
SELL
$58.78 - $65.61 $36,326 - $40,546
-618 Reduced 7.34%
7,796 $511,000
Q4 2023

Jan 22, 2024
BUY
$50.46 - $62.34 $3,784 - $4,675
75 Added 0.9%
8,414 $518,000
Q3 2023

Oct 12, 2023
BUY
$53.72 - $60.35 $48,938 - $54,978
911 Added 12.26%
8,339 $454,000
Q2 2023

Jul 13, 2023
BUY
$52.41 - $57.47 $11,320 - $12,413
216 Added 3.0%
7,428 $426,000
Q1 2023

Apr 12, 2023
BUY
$52.14 - $60.44 $41,190 - $47,747
790 Added 12.3%
7,212 $395,000
Q4 2022

Jan 25, 2023
BUY
$50.18 - $56.92 $322,255 - $365,540
6,422 New
6,422 $0
Q3 2022

Oct 19, 2022
BUY
$49.59 - $60.48 $253,801 - $309,536
5,118 New
5,118 $255,000

Others Institutions Holding SMMD

# of Institutions
223
Shares Held
19.7M
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
Track This Portfolio

Track Mayflower Financial Advisors, LLC Portfolio

Follow Mayflower Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email