Wealthspire Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History
Wealthspire Advisors, LLC
- $17.6 Billion
- Q2 2025
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 503,388 shares of SMMD stock, worth $34.7 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
503,388
Previous 481,972
4.44%
Holding current value
$34.7 Million
Previous $30.1 Million
13.19%
% of portfolio
0.19%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding SMMD
# of Institutions
224Shares Held
19.3MCall Options Held
0Put Options Held
0-
Glenmede Investment Management, LP Philadelphia, PA2.93MShares$202 Million1.0% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA2.26MShares$156 Million0.78% of portfolio
-
Fort Washington Investment Advisors Inc1.5MShares$104 Million0.61% of portfolio
-
Coldstream Capital Management Inc971KShares$66.8 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC816KShares$56.2 Million0.0% of portfolio