Spire Wealth Management Ishares Tr Russell 2500 ETF Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

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 152 shares of SMMD stock, worth $9,524. This represents 0.0% of its overall portfolio holdings.

Number of Shares

152

Previous 151 0.66%

Holding current value

$9,524

Previous $10,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

219

Shares Held

16.7M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Tr Russell 2500 ETF Transaction History