True Private Wealth Advisors Ishares Tr Russell 2500 ETF Transaction History

True Private Wealth Advisors

  • $823 Million
  • Q3 2025

A detailed history of True Private Wealth Advisors transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 4,307 shares of SMMD stock, worth $311,999. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,307
Previous 4,307 -0.0%
Holding current value
$311,999
Previous $291,000 8.93%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$54.81 - $67.78 $328 - $406
-6 Reduced 0.14%
4,307 $291,000
Q1 2025

May 15, 2025
SELL
$61.55 - $71.27 $246 - $285
-4 Reduced 0.09%
4,313 $269,000
Q4 2024

Feb 13, 2025
SELL
$66.67 - $74.08 $2,066 - $2,296
-31 Reduced 0.71%
4,317 $293,000
Q2 2024

Jul 16, 2024
BUY
$60.34 - $65.19 $60 - $65
1 Added 0.02%
4,348 $272,000
Q1 2024

Apr 25, 2024
BUY
$58.78 - $65.61 $58 - $65
1 Added 0.02%
4,347 $285,000
Q4 2023

Jan 30, 2024
BUY
$50.46 - $62.34 $14,179 - $17,517
281 Added 6.91%
4,346 $267,000
Q3 2023

Nov 13, 2023
SELL
$53.72 - $60.35 $30,298 - $34,037
-564 Reduced 12.18%
4,065 $221,000
Q2 2023

Aug 11, 2023
SELL
$52.41 - $57.47 $471 - $517
-9 Reduced 0.19%
4,629 $266,000
Q1 2023

May 11, 2023
BUY
$52.14 - $60.44 $104 - $120
2 Added 0.04%
4,638 $254,000
Q4 2022

Feb 14, 2023
SELL
$50.18 - $56.92 $28,301 - $32,102
-564 Reduced 10.85%
4,636 $246,000
Q3 2022

Nov 04, 2022
SELL
$49.59 - $60.48 $7,934 - $9,676
-160 Reduced 2.99%
5,200 $258,000
Q2 2022

Jul 28, 2022
BUY
$50.12 - $62.96 $50 - $62
1 Added 0.02%
5,360 $276,000
Q1 2022

May 09, 2022
SELL
$57.98 - $66.78 $109,814 - $126,481
-1,894 Reduced 26.11%
5,359 $319,000
Q4 2021

Feb 11, 2022
SELL
$62.95 - $70.3 $14,478 - $16,169
-230 Reduced 3.07%
7,253 $481,000
Q3 2021

Nov 05, 2021
BUY
$62.02 - $67.37 $2,046 - $2,223
33 Added 0.44%
7,483 $480,000
Q2 2021

Aug 10, 2021
SELL
$62.15 - $66.8 $451,395 - $485,168
-7,263 Reduced 49.36%
7,450 $493,000
Q1 2021

May 12, 2021
SELL
$55.99 - $65.72 $527,649 - $619,345
-9,424 Reduced 39.04%
14,713 $925,000
Q4 2020

Jan 11, 2021
BUY
$45.29 - $57.31 $1.09 Million - $1.38 Million
24,137 New
24,137 $1.37 Million

Others Institutions Holding SMMD

# of Institutions
220
Shares Held
20.6M
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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