Sowell Financial Services LLC Ishares Tr Russell 2500 ETF Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$62.15 - $66.8 $3,853 - $4,141	-62 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$55.99 - $65.72 $3,471 - $4,074	62 New	62 $4,000

Others Institutions Holding SMMD

# of Institutions

217

Shares Held

16.7M

Call Options Held

0

Put Options Held

0

Glenmede Trust CO Na Philadelphia, PA

1.75M
Shares

$123 Million
0.62% of portfolio
Coldstream Capital Management Inc

1.59M
Shares

$112 Million
2.33% of portfolio
Fort Washington Investment Advisors Inc

1.36M
Shares

$95.9 Million
0.57% of portfolio
Envestnet Asset Management Inc

765K
Shares

$53.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

688K
Shares

$48.4 Million
0.0% of portfolio

About ISHARES TR RUSSELL 2500 ETF

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