One Wealth Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

One Wealth Advisors, LLC

$639 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	SELL	$53.72 - $60.35 $229,599 - $257,935	-4,274 Reduced 53.47%	3,719 $202,000
Q2 2023 Aug 14, 2023	SELL	$52.41 - $57.47 $4,245 - $4,655	-81 Reduced 1.0%	7,993 $459,000
Q1 2023 May 15, 2023	SELL	$52.14 - $60.44 $66,843 - $77,484	-1,282 Reduced 13.7%	8,074 $442,000
Q4 2022 Feb 14, 2023	SELL	$50.18 - $56.92 $55,749 - $63,238	-1,111 Reduced 10.61%	9,356 $497,000
Q3 2022 Nov 14, 2022	SELL	$49.59 - $60.48 $101,907 - $124,286	-2,055 Reduced 16.41%	10,467 $521,000
Q2 2022 Aug 15, 2022	BUY	$50.12 - $62.96 $173,565 - $218,030	3,463 Added 38.23%	12,522 $646,000
Q1 2022 May 16, 2022	BUY	$57.98 - $66.78 $525,240 - $604,960	9,059 New	9,059 $565,000

Others Institutions Holding SMMD

# of Institutions

188

Shares Held

12.8M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

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