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

O'Connor Financial Group LLC

  • $227 Billion
  • Q2 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 4,957 shares of SMMD stock, worth $342,379. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,957
Previous 3,929 26.16%
Holding current value
$342,379
Previous $246 Million 40.48%
% of portfolio
0.15%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
221
Shares Held
16.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 2500 ETF

SMMD Quotes by TradingView
  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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