A detailed history of Spire Wealth Management transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Spire Wealth Management holds 151 shares of SMMD stock, worth $10,554. This represents 0.0% of its overall portfolio holdings.

Number of Shares
151
Previous 451 66.52%
Holding current value
$10,554
Previous $28,000 64.29%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$61.71 - $68.15 $18,513 - $20,445
-300 Reduced 66.52%
151 $10,000
Q2 2024

Jul 31, 2024

BUY
$60.34 - $65.19 $60 - $65
1 Added 0.22%
451 $28,000
Q4 2023

Feb 06, 2024

BUY
$50.46 - $62.34 $50 - $62
1 Added 0.22%
450 $27,000
Q2 2023

Aug 09, 2023

BUY
$52.41 - $57.47 $52 - $57
1 Added 0.22%
449 $25,000
Q1 2023

May 09, 2023

BUY
$52.14 - $60.44 $7,821 - $9,066
150 Added 50.34%
448 $24,000
Q4 2022

Feb 03, 2023

BUY
$50.18 - $56.92 $50 - $56
1 Added 0.34%
298 $16,000
Q3 2022

Nov 07, 2022

SELL
$49.59 - $60.48 $53,458 - $65,197
-1,078 Reduced 78.4%
297 $15,000
Q2 2022

Jul 22, 2022

BUY
$50.12 - $62.96 $9,322 - $11,710
186 Added 15.64%
1,375 $71,000
Q1 2022

Apr 18, 2022

SELL
$57.98 - $66.78 $3,942 - $4,541
-68 Reduced 5.41%
1,189 $74,000
Q4 2021

Jan 14, 2022

BUY
$62.95 - $70.3 $46,834 - $52,303
744 Added 145.03%
1,257 $83,000
Q3 2021

Oct 22, 2021

BUY
$62.02 - $67.37 $31,816 - $34,560
513 New
513 $33,000

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


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