Purchases and Sales Made in Q4 2025 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
127K+ 111.99% |
$9.14M - $9.6M
|
240K
$17.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
51.2KNew |
$3.69M - $3.87M
|
51.2K
$3.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31K+ 58398.11% |
$2.23M - $2.34M
|
31K
$2.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 20.25% |
$1.61M - $1.69M
|
133K
$9.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
21.6K+ 6.51% |
$1.55M - $1.63M
|
353K
$25.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14.9K+ 9.37% |
$1.07M - $1.12M
|
174K
$12.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.8K+ 66.14% |
$919K - $965K
|
32.1K
$2.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
12.1KNew |
$869K - $912K
|
12.1K
$874K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
9.59K+ 9.4% |
$691K - $725K
|
112K
$8.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.54K+ 3.81% |
$687K - $722K
|
260K
$18.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
9.06KNew |
$653K - $685K
|
9.06K
$656K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.27K+ 174.7% |
$524K - $550K
|
11.4K
$828K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.57K+ 2.54% |
$401K - $421K
|
225K
$16.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.8KNew |
$346K - $363K
|
4.8K
$348K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.58KNew |
$258K - $271K
|
3.58K
$260K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.67KNew |
$192K - $202K
|
2.67K
$193K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.58K+ 1802.1% |
$186K - $195K
|
2.72K
$197K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.47K+ 33.7% |
$106K - $111K
|
5.82K
$422K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.38KNew |
$99.6K - $105K
|
1.38K
$100K
|
|
|
Jan 22, 2026
Q4 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
852+ 7.37% |
$61.4K - $64.5K
|
12.4K
$900K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
661+ 9.14% |
$47.6K - $50K
|
7.89K
$571K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
418+ 11.79% |
$30.1K - $31.6K
|
3.96K
$287K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
218+ 3.0% |
$15.7K - $16.5K
|
7.48K
$542K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
51+ 0.35% |
$3.67K - $3.86K
|
14.5K
$1.05M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
13+ 0.39% |
$937 - $984
|
3.31K
$240K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
13+ 0.19% |
$937 - $984
|
6.87K
$498K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.04% |
$144 - $151
|
5.28K
$382K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.04% |
$72.1 - $75.7
|
2.27K
$164K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$72.1 - $75.7
|
4.83K
$350K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-33- 37.5% |
$2.38K - $2.5K
|
55
$3.98K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-43- 70.49% |
$3.1K - $3.25K
|
18
$1.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-147- 2.29% |
$10.6K - $11.1K
|
6.27K
$454K
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-232- 0.18% |
$16.7K - $17.6K
|
126K
$9.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-484- 3.41% |
$34.9K - $36.6K
|
13.7K
$994K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-740- 4.09% |
$53.3K - $56K
|
17.3K
$1.26M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.51K- 1.97% |
$109K - $114K
|
75.2K
$5.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-12.5K- 38.99% |
$901K - $946K
|
19.6K
$1.42M
|
|