Simplicity Wealth,Llc Ishares Tr Russell 2500 ETF Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 118,675 shares of SMMD stock, worth $8.02 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
118,675
Previous 114,791 3.38%
Holding current value
$8.02 Million
Previous $7.77 Million 3.79%
% of portfolio
1.75%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$66.67 - $74.08 $258,946 - $287,726
3,884 Added 3.38%
118,675 $8.07 Million
Q3 2024

Oct 09, 2024
BUY
$61.71 - $68.15 $5.56 Million - $6.14 Million
90,154 Added 365.93%
114,791 $7.77 Million
Q2 2024

Jul 10, 2024
BUY
$60.34 - $65.19 $235,507 - $254,436
3,903 Added 18.82%
24,637 $1.54 Million
Q1 2024

Apr 24, 2024
BUY
$58.78 - $65.61 $1.22 Million - $1.36 Million
20,734 New
20,734 $1.36 Million

Others Institutions Holding SMMD

# of Institutions
217
Shares Held
16.7M
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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