A detailed history of Seven Bridge Financial Group, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 8,541 shares of SMMD stock, worth $530,396. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,541
Previous 11,431 25.28%
Holding current value
$530,396
Previous $703,000 20.34%
% of portfolio
0.13%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$58.78 - $65.61 $169,874 - $189,612
-2,890 Reduced 25.28%
8,541 $560,000
Q4 2023

Jan 22, 2024

BUY
$50.46 - $62.34 $103,947 - $128,420
2,060 Added 21.98%
11,431 $703,000
Q3 2023

Oct 25, 2023

BUY
$53.72 - $60.35 $503,410 - $565,539
9,371 New
9,371 $510,000

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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