Mycio Wealth Partners, LLC Ishares Tr Russell 2500 ETF Transaction History

Mycio Wealth Partners, LLC

$423 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$29.24 - $49.61 $5,643 - $9,574	-193 Closed	0 $0
Q2 2019 Aug 05, 2019	BUY	$42.4 - $46.02 $8,183 - $8,881	193 New	193 $9,000

Others Institutions Holding SMMD

# of Institutions

216

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Glenmede Trust CO Na Philadelphia, PA

2.26M
Shares

$149 Million
0.78% of portfolio
Fort Washington Investment Advisors Inc

1.5M
Shares

$99.1 Million
0.6% of portfolio
Coldstream Capital Management Inc

1.21M
Shares

$79.6 Million
1.63% of portfolio
Bank Of America Corp Charlotte, NC

806K
Shares

$53.1 Million
0.0% of portfolio
Cresset Asset Management, LLC Chicago, IL

694K
Shares

$45.7 Million
0.25% of portfolio

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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