Wealthspire Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 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 481,972 shares of SMMD stock, worth $33 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

481,972

Previous 469,382 2.68%

Holding current value

$33 Million

Previous $31.9 Million 5.56%

% of portfolio

0.18%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$61.55 - $71.27 $774,914 - $897,289	12,590 Added 2.68%	481,972 $30.1 Million
Q4 2024 Feb 03, 2025	BUY	$66.67 - $74.08 $2.84 Million - $3.15 Million	42,569 Added 9.97%	469,382 $31.9 Million
Q3 2024 Nov 13, 2024	BUY	$61.71 - $68.15 $1.72 Million - $1.9 Million	27,823 Added 6.97%	426,813 $28.9 Million
Q2 2024 Aug 08, 2024	SELL	$60.34 - $65.19 $1.53 Million - $1.65 Million	-25,371 Reduced 5.98%	398,990 $25 Million
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	$50.18 - $56.92 $5.22 Million - $5.92 Million	104,062 Added 49.22%	315,480 $16.8 Million
Q3 2022 Nov 14, 2022	BUY	$49.59 - $60.48 $1.59 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

218

Shares Held

16.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History