Wealthspire Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 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 426,813 shares of SMMD stock, worth $30.6 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

426,813

Previous 398,990 6.97%

Holding current value

$30.6 Million

Previous $25 Million 15.74%

% of portfolio

0.3%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

184

Shares Held

12.7M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History