Wealthcare Advisory Partners LLC Ishares Tr Russell 2500 ETF Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 83,939 shares of SMMD stock, worth $5.87 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
83,939
Previous 54,526 53.94%
Holding current value
$5.87 Million
Previous $3.69 Million 54.54%
% of portfolio
0.16%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$66.67 - $74.08 $1.96 Million - $2.18 Million
29,413 Added 53.94%
83,939 $5.71 Million
Q3 2024

Nov 04, 2024
BUY
$61.71 - $68.15 $3.36 Million - $3.72 Million
54,526 New
54,526 $3.69 Million
Q2 2021

Aug 16, 2021
SELL
$62.15 - $66.8 $46,612 - $50,100
-750 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$55.99 - $65.72 $41,992 - $49,290
750 New
750 $47,000

Others Institutions Holding SMMD

# of Institutions
192
Shares Held
12.7M
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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