O'Brien Wealth Partners LLC Ishares Tr Russell 2500 ETF Transaction History

O'Brien Wealth Partners LLC

$419 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 10, 2020	SELL	$31.04 - $45.54 $1.94 Million - $2.84 Million	-62,389 Closed	0 $0
Q1 2020 Apr 03, 2020	SELL	$29.24 - $49.61 $288,511 - $489,501	-9,867 Reduced 13.66%	62,389 $2 Million
Q4 2019 Jan 07, 2020	SELL	$43.15 - $48.26 $56,483 - $63,172	-1,309 Reduced 1.78%	72,256 $3.47 Million
Q3 2019 Oct 04, 2019	SELL	$42.91 - $46.15 $37,031 - $39,827	-863 Reduced 1.16%	73,565 $3.28 Million
Q2 2019 Jul 08, 2019	SELL	$42.4 - $46.02 $282,511 - $306,631	-6,663 Reduced 8.22%	74,428 $3.4 Million
Q1 2019 Apr 05, 2019	SELL	$37.68 - $45.04 $218,016 - $260,601	-5,786 Reduced 6.66%	81,091 $3.58 Million
Q4 2018 Jan 17, 2019	BUY	$36.0 - $47.17 $3.13 Million - $4.1 Million	86,877 New	86,877 $3.57 Million

Others Institutions Holding SMMD

# of Institutions

179

Shares Held

12M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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