A detailed history of Means Investment Co., Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Means Investment Co., Inc. holds 6,792 shares of SMMD stock, worth $474,896. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,792
Previous 6,776 0.24%
Holding current value
$474,896
Previous $424,000 8.49%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$61.71 - $68.15 $987 - $1,090
16 Added 0.24%
6,792 $460,000
Q2 2024

Jul 19, 2024

SELL
$60.34 - $65.19 $462,083 - $499,225
-7,658 Reduced 53.06%
6,776 $424,000
Q1 2024

Apr 17, 2024

SELL
$58.78 - $65.61 $252,636 - $281,991
-4,298 Reduced 22.94%
14,434 $947,000
Q4 2023

Jan 25, 2024

SELL
$50.46 - $62.34 $504 - $623
-10 Reduced 0.05%
18,732 $1.15 Million
Q3 2023

Oct 25, 2023

SELL
$53.72 - $60.35 $53,505 - $60,108
-996 Reduced 5.05%
18,742 $1.02 Million
Q2 2023

Jul 31, 2023

SELL
$52.41 - $57.47 $46,802 - $51,320
-893 Reduced 4.33%
19,738 $1.13 Million
Q1 2023

May 08, 2023

BUY
$52.14 - $60.44 $782 - $906
15 Added 0.07%
20,631 $1.13 Million
Q4 2022

Jan 27, 2023

SELL
$50.18 - $56.92 $397,626 - $451,034
-7,924 Reduced 27.76%
20,616 $0
Q3 2022

Oct 17, 2022

BUY
$49.59 - $60.48 $182,441 - $222,505
3,679 Added 14.8%
28,540 $1.42 Million
Q2 2022

Jul 21, 2022

BUY
$50.12 - $62.96 $252,604 - $317,318
5,040 Added 25.43%
24,861 $1.28 Million
Q1 2022

Apr 26, 2022

BUY
$57.98 - $66.78 $489,351 - $563,623
8,440 Added 74.16%
19,821 $1.24 Million
Q4 2021

Feb 14, 2022

BUY
$62.95 - $70.3 $716,433 - $800,084
11,381 New
11,381 $755,000

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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