Ulland Investment Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Ulland Investment Advisors, LLC

  • $137 Million
  • Q3 2024

A detailed history of Ulland Investment Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 26,550 shares of SMMD stock, worth $1.86 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
26,550
Previous 27,777 4.42%
Holding current value
$1.86 Million
Previous $1.74 Million 3.39%
% of portfolio
1.32%
Previous 1.21%

Shares

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

Oct 15, 2024
SELL
$61.71 - $68.15 $75,718 - $83,620
-1,227 Reduced 4.42%
26,550 $1.8 Million
Q2 2024

Jul 16, 2024
SELL
$60.34 - $65.19 $60,340 - $65,190
-1,000 Reduced 3.47%
27,777 $1.74 Million
Q1 2024

Apr 25, 2024
BUY
$58.78 - $65.61 $37,795 - $42,187
643 Added 2.29%
28,777 $1.89 Million
Q4 2023

Jan 16, 2024
BUY
$50.46 - $62.34 $1.42 Million - $1.75 Million
28,134 New
28,134 $1.73 Million

Others Institutions Holding SMMD

# of Institutions
188
Shares Held
12.8M
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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