A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,573 shares of SMMD stock, worth $109,952. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,573
Previous 1,568 0.32%
Holding current value
$109,952
Previous $98,000 8.16%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$61.71 - $68.15 $308 - $340
5 Added 0.32%
1,573 $106,000
Q2 2024

Aug 15, 2024

SELL
$60.34 - $65.19 $117,723 - $127,185
-1,951 Reduced 55.44%
1,568 $98,000
Q1 2024

May 14, 2024

BUY
$58.78 - $65.61 $40,087 - $44,746
682 Added 24.04%
3,519 $230,000
Q4 2023

Feb 13, 2024

BUY
$50.46 - $62.34 $143,155 - $176,858
2,837 New
2,837 $174,000
Q4 2022

Feb 14, 2023

BUY
$50.18 - $56.92 $68,696 - $77,923
1,369 New
1,369 $72,000

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.