Wealthcare Advisory Partners LLC Ishares Tr Russell 2500 ETF Transaction History

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 2025

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 63,892 shares of SMMD stock, worth $3.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
63,892
Previous 83,939 23.88%
Holding current value
$3.9 Million
Previous $5.71 Million 29.86%
% of portfolio
0.11%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$61.55 - $71.27 $1.23 Million - $1.43 Million
-20,047 Reduced 23.88%
63,892 $4 Million
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
219
Shares Held
17.3M
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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