Congress Wealth Management LLC DE Purchases Shares of 24,399 iShares Russell 2500 ETF (BATS:SMMD)

Congress Wealth Management LLC DE acquired a new stake in iShares Russell 2500 ETF (BATS:SMMD) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 24,399 shares of the company’s stock, valued at approximately $1,659,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. D.A. Davidson & CO. raised its position in iShares Russell 2500 ETF by 5.2% in the third quarter. D.A. Davidson & CO. now owns 4,553 shares of the company’s stock worth $308,000 after purchasing an additional 225 shares in the last quarter. O Connor Financial Group LLC raised its holdings in shares of iShares Russell 2500 ETF by 6.7% in the 4th quarter. O Connor Financial Group LLC now owns 3,705 shares of the company’s stock worth $252,000 after buying an additional 233 shares in the last quarter. Ulland Investment Advisors LLC lifted its position in shares of iShares Russell 2500 ETF by 0.9% during the 4th quarter. Ulland Investment Advisors LLC now owns 26,795 shares of the company’s stock worth $1,822,000 after buying an additional 245 shares during the period. Corient Private Wealth LLC lifted its position in shares of iShares Russell 2500 ETF by 1.2% during the 4th quarter. Corient Private Wealth LLC now owns 23,711 shares of the company’s stock worth $1,612,000 after buying an additional 275 shares during the period. Finally, ORG Partners LLC boosted its stake in iShares Russell 2500 ETF by 39.3% in the 4th quarter. ORG Partners LLC now owns 1,050 shares of the company’s stock valued at $71,000 after buying an additional 296 shares in the last quarter.

iShares Russell 2500 ETF Price Performance

iShares Russell 2500 ETF stock opened at $64.27 on Thursday. The firm has a market capitalization of $1.34 billion, a P/E ratio of 17.67 and a beta of 1.18. The stock has a fifty day moving average price of $67.56 and a two-hundred day moving average price of $68.62. iShares Russell 2500 ETF has a 52-week low of $60.06 and a 52-week high of $74.66.

iShares Russell 2500 ETF Company Profile

The iShares Russell 2500 ETF (SMMD) is an exchange-traded fund that is based on the Russell 2500 index, a market-cap-weighted index of US companies ranked 501-3,000 by market cap. SMMD was launched on Jul 6, 2017 and is managed by BlackRock.