Sc&H Financial Advisors, Inc. Ishares Tr Russell 2500 ETF Transaction History

Sc&H Financial Advisors, Inc.

  • $468 Million
  • Q1 2025

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 7,890 shares of SMMD stock, worth $512,692. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,890
Previous 5,590 41.14%
Holding current value
$512,692
Previous $380,000 29.74%
% of portfolio
0.11%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$61.55 - $71.27 $141,565 - $163,921
2,300 Added 41.14%
7,890 $493,000
Q4 2024

Jan 28, 2025
BUY
$66.67 - $74.08 $50,402 - $56,004
756 Added 15.64%
5,590 $380,000
Q3 2024

Oct 24, 2024
BUY
$61.71 - $68.15 $96,699 - $106,791
1,567 Added 47.96%
4,834 $327,000
Q2 2024

Aug 01, 2024
BUY
$60.34 - $65.19 $197,130 - $212,975
3,267 New
3,267 $204,000
Q1 2022

May 10, 2022
SELL
$57.98 - $66.78 $359,823 - $414,436
-6,206 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$62.95 - $70.3 $390,667 - $436,281
6,206 New
6,206 $412,000

Others Institutions Holding SMMD

# of Institutions
216
Shares Held
16.8M
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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