Wealthspire Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 2024

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 424,361 shares of SMMD stock, worth $26.6 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
424,361
Previous 425,056 0.16%
Holding current value
$26.6 Million
Previous $26.2 Million 6.39%
% of portfolio
0.37%
Previous 0.37%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$58.78 - $65.61 $40,852 - $45,598
-695 Reduced 0.16%
424,361 $27.8 Million
Q4 2023

Feb 06, 2024
BUY
$50.46 - $62.34 $2.63 Million - $3.25 Million
52,101 Added 13.97%
425,056 $26.2 Million
Q3 2023

Nov 06, 2023
SELL
$53.72 - $60.35 $72,522 - $81,472
-1,350 Reduced 0.36%
372,955 $20.3 Million
Q2 2023

Jul 31, 2023
BUY
$52.41 - $57.47 $600,199 - $658,146
11,452 Added 3.16%
374,305 $21.5 Million
Q1 2023

May 09, 2023
BUY
$52.14 - $60.44 $2.47 Million - $2.86 Million
47,373 Added 15.02%
362,853 $19.9 Million
Q4 2022

Feb 13, 2023
BUY
$52.12 - $56.92 $5.42 Million - $5.92 Million
104,062 Added 49.22%
315,480 $16.8 Million
Q3 2022

Nov 14, 2022
BUY
$50.7 - $60.48 $1.62 Million - $1.94 Million
32,036 Added 17.86%
211,418 $10.5 Million
Q2 2022

Aug 09, 2022
BUY
$50.12 - $62.96 $8.99 Million - $11.3 Million
179,382 New
179,382 $9.26 Million

Others Institutions Holding SMMD

# of Institutions
168
Shares Held
10.3M
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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