Wetzel Investment Advisors, Inc. Ishares Tr Russell 2500 ETF Transaction History

Wetzel Investment Advisors, Inc.

  • $192 Million
  • Q1 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 5,287 shares of SMMD stock, worth $343,549. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,287
Previous 4,323 22.3%
Holding current value
$343,549
Previous $293,000 12.63%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Apr 22, 2025
BUY
$61.55 - $71.27 $59,334 - $68,704
964 Added 22.3%
5,287 $330,000
Q4 2024

Jan 22, 2025
BUY
$66.67 - $74.08 $24,067 - $26,742
361 Added 9.11%
4,323 $293,000
Q3 2024

Oct 29, 2024
BUY
$61.71 - $68.15 $244,495 - $270,010
3,962 New
3,962 $268,000

Others Institutions Holding SMMD

# of Institutions
216
Shares Held
16.8M
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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