Pensionmark Financial Group, LLC Ishares Tr Russell 2500 ETF Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 339,153 shares of SMMD stock, worth $25 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
339,153
Previous 343,986 1.4%
Holding current value
$25 Million
Previous $21.5 Million 6.86%
% of portfolio
0.54%
Previous 0.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$54.81 - $67.78 $264,896 - $327,580
-4,833 Reduced 1.4%
339,153 $23 Million
Q1 2025

Apr 29, 2025
SELL
$61.55 - $71.27 $73,552 - $85,167
-1,195 Reduced 0.35%
343,986 $21.5 Million
Q4 2024

Feb 12, 2025
SELL
$66.67 - $74.08 $116,205 - $129,121
-1,743 Reduced 0.5%
345,181 $23.5 Million
Q3 2024

Nov 14, 2024
SELL
$61.71 - $68.15 $319,410 - $352,744
-5,176 Reduced 1.47%
346,924 $23.5 Million
Q2 2024

Aug 14, 2024
BUY
$60.34 - $65.19 $21.2 Million - $23 Million
352,100 New
352,100 $22 Million

Others Institutions Holding SMMD

# of Institutions
223
Shares Held
19.6M
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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