Purchases and Sales Made in Q2 2025 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 2500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.44K+ 18.33% |
$189K - $233K
|
22.2K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.43KNew |
$188K - $232K
|
3.43K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.39KNew |
$186K - $230K
|
3.39K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.31KNew |
$181K - $224K
|
3.31K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.04KNew |
$167K - $206K
|
3.04K
$220K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.98KNew |
$163K - $202K
|
2.98K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
2.98KNew |
$163K - $202K
|
2.98K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.98KNew |
$163K - $202K
|
2.98K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.98KNew |
$163K - $202K
|
2.98K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.95K+ 26.12% |
$162K - $200K
|
14.2K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.63KNew |
$144K - $178K
|
2.63K
$191K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 56.84% |
$140K - $173K
|
7.03K
$509K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 374.63% |
$97.9K - $121K
|
2.26K
$164K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.76K+ 17.45% |
$96.2K - $119K
|
11.8K
$856K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55K+ 17.78% |
$85.1K - $105K
|
10.3K
$745K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.41K+ 634.08% |
$77.5K - $95.8K
|
1.64K
$119K
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.37K+ 28.85% |
$75.1K - $92.9K
|
6.12K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.21KNew |
$66.3K - $82K
|
1.21K
$87.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.12K+ 5.29% |
$61.3K - $75.8K
|
22.3K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.12K+ 2.47% |
$61.1K - $75.6K
|
46.2K
$3.34M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.03K+ 26.16% |
$56.3K - $69.7K
|
4.96K
$359K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 14.87% |
$56K - $69.3K
|
7.9K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
878+ 2.29% |
$48.1K - $59.5K
|
39.3K
$2.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
677New |
$37.1K - $45.9K
|
677
$49K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
648New |
$35.5K - $43.9K
|
648
$46.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
514+ 7.68% |
$28.2K - $34.8K
|
7.2K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
504+ 128.24% |
$27.6K - $34.2K
|
897
$65K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
444+ 12.5% |
$24.3K - $30.1K
|
4K
$290K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
439+ 0.56% |
$24.1K - $29.8K
|
78.8K
$5.71M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
405+ 9.75% |
$22.2K - $27.5K
|
4.56K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
394+ 2.06% |
$21.6K - $26.7K
|
19.5K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
350+ 8.73% |
$19.2K - $23.7K
|
4.36K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
311+ 187.35% |
$17K - $21.1K
|
477
$34.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
276+ 27.79% |
$15.1K - $18.7K
|
1.27K
$91.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
223+ 5.28% |
$12.2K - $15.1K
|
4.45K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
182+ 2.18% |
$9.98K - $12.3K
|
8.52K
$617K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
93+ 0.8% |
$5.1K - $6.3K
|
11.7K
$850K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
81+ 2.84% |
$4.44K - $5.49K
|
2.93K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
49+ 0.3% |
$2.69K - $3.32K
|
16.2K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37New |
$2.03K - $2.51K
|
37
$2.68K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
35+ 0.31% |
$1.92K - $2.37K
|
11.4K
$829K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
26+ 8.55% |
$1.43K - $1.76K
|
330
$23.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
25+ 0.5% |
$1.37K - $1.69K
|
5.02K
$364K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24+ 0.68% |
$1.32K - $1.63K
|
3.57K
$259K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11+ 0.34% |
$603 - $746
|
3.29K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$329 - $407
|
6
$435
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4+ 0.12% |
$219 - $271
|
3.43K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.39% |
$54.8 - $67.8
|
73
$5.29K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-6- 0.14% |
$329 - $407
|
4.31K
$312K
|
|