O'Connor Financial Group LLC Ishares Tr Russell 2500 ETF Transaction History

O'Connor Financial Group LLC

$238 Billion
Q3 2025

A detailed history of O'Connor Financial Group LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, O'Connor Financial Group LLC holds 5,079 shares of SMMD stock, worth $367,922. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,079

Previous 4,957 2.46%

Holding current value

$367,922

Previous $345 Million 8.46%

% of portfolio

0.16%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$67.91 - $74.71 $8,285 - $9,114	122 Added 2.46%	5,079 $374 Million
Q2 2025 Jul 07, 2025	BUY	$54.81 - $67.78 $56,344 - $69,677	1,028 Added 26.16%	4,957 $345 Million
Q1 2025 Apr 07, 2025	BUY	$61.55 - $71.27 $13,787 - $15,964	224 Added 6.05%	3,929 $246 Million
Q4 2024 Jan 06, 2025	BUY	$66.67 - $74.08 $15,534 - $17,260	233 Added 6.71%	3,705 $252 Million
Q3 2024 Oct 08, 2024	SELL	$61.71 - $68.15 $2,776 - $3,066	-45 Reduced 1.28%	3,472 $235 Million

Q2 2024 Aug 13, 2024	BUY	$60.34 - $65.19 $21,662 - $23,403	359 Added 11.37%	3,517 $220 Million
Q1 2024 Apr 11, 2024	BUY	$58.78 - $65.61 $185,627 - $207,196	3,158 New	3,158 $207 Million

Others Institutions Holding SMMD

# of Institutions

220

Shares Held

20.6M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

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O'Connor Financial Group LLC Ishares Tr Russell 2500 ETF Transaction History