Spire Wealth Management Ishares Tr Russell 2500 ETF Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

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 477 shares of SMMD stock, worth $30,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares

477

Previous 152 213.82%

Holding current value

$30,995

Previous $10,000 190.0%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$61.55 - $71.27 $20,003 - $23,162	325 Added 213.82%	477 $29,000
Q4 2024 Jan 24, 2025	BUY	$66.67 - $74.08 $66 - $74	1 Added 0.66%	152 $10,000
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

# of Institutions

216

Shares Held

16.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Ishares Tr Russell 2500 ETF Transaction History