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

Mayflower Financial Advisors, LLC

$629 Million
Q3 2024

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 5,744 shares of SMMD stock, worth $386,973. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,744

Previous 7,678 25.19%

Holding current value

$386,973

Previous $480,000 18.96%

% of portfolio

0.06%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

179

Shares Held

12.6M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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