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

190

Shares Held

12.2M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.