Pure Financial Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Pure Financial Advisors, LLC

$4.25 Billion
Q4 2024

A detailed history of Pure Financial Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 8,449 shares of SMMD stock, worth $543,862. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,449

Previous 8,112 4.15%

Holding current value

$543,862

Previous $549,000 4.55%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$66.67 - $74.08 $22,467 - $24,964	337 Added 4.15%	8,449 $574,000
Q3 2024 Oct 29, 2024	BUY	$61.71 - $68.15 $73,866 - $81,575	1,197 Added 17.31%	8,112 $549,000
Q2 2024 Jul 18, 2024	SELL	$60.34 - $65.19 $64,624 - $69,818	-1,071 Reduced 13.41%	6,915 $432,000
Q1 2024 Apr 16, 2024	BUY	$58.78 - $65.61 $51,491 - $57,474	876 Added 12.32%	7,986 $523,000
Q4 2023 Jan 08, 2024	BUY	$50.46 - $62.34 $140,985 - $174,177	2,794 Added 64.74%	7,110 $437,000
Q3 2023 Oct 10, 2023	SELL	$53.72 - $60.35 $4,243 - $4,767	-79 Reduced 1.8%	4,316 $235,000
Q2 2023 Jul 10, 2023	SELL	$52.41 - $57.47 $13,102 - $14,367	-250 Reduced 5.38%	4,395 $252,000
Q1 2023 Apr 11, 2023	BUY	$52.14 - $60.44 $13,243 - $15,351	254 Added 5.78%	4,645 $254,000
Q4 2022 Jan 09, 2023	BUY	$50.18 - $56.92 $220,340 - $249,935	4,391 New	4,391 $0

Others Institutions Holding SMMD

# of Institutions

219

Shares Held

16.7M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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Pure Financial Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History