Latest Institutional Transactions on ETF Ser Solutions Aam Bahl Gay (SMIG)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aam Bahl Gay (SMIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
200+ 0.58% |
$5.11K - $5.87K
|
34.9K
$988K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.03KNew |
$205K - $236K
|
8.03K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.45% |
$230 - $264
|
2.02K
$57.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
125+ 1.13% |
$3.2K - $3.67K
|
11.2K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.58K- 81.88% |
$194K - $222K
|
1.68K
$47.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.78K- 22.89% |
$71.2K - $81.7K
|
9.38K
$266K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.77KNew |
$216K - $237K
|
7.77K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
150KNew |
$4.18M - $4.59M
|
150K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.98K+ 6.49% |
$55.3K - $60.6K
|
32.5K
$922K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.47KNew |
$208K - $228K
|
7.47K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
41.8KNew |
$1.16M - $1.28M
|
41.8K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-155- 2.15% |
$4.32K - $4.74K
|
7.07K
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20.2K+ 69.32% |
$564K - $618K
|
49.4K
$1.4M
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15.9KNew |
$460K - $507K
|
15.9K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.89K+ 1.79% |
$171K - $188K
|
334K
$9.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.7K+ 23.28% |
$774K - $853K
|
142K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$4.05K - $4.47K
|
140
$3.97K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
436New |
$12.6K - $13.9K
|
436
$12.4K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.28KNew |
$59.7K - $66.7K
|
2.28K
$64.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.1K+ 60.29% |
$868K - $970K
|
88.1K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 29.26% |
$2.71M - $3.03M
|
458K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 0.43% |
$1.23K - $1.38K
|
10.8K
$306K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.2K- 25.89% |
$55.9K - $59.4K
|
6.28K
$178K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
277KNew |
$6.81M - $7.46M
|
277K
$7.84M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
39New |
$840 - $986
|
39
$1.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.25KNew |
$178K - $208K
|
8.25K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
74.4KNew |
$1.6M - $1.88M
|
74.4K
$2.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.57K+ 4.0% |
$55.2K - $64.8K
|
66.7K
$1.89M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.47K+ 65.55% |
$146K - $161K
|
16.3K
$463K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4KNew |
$88.6K - $96.1K
|
4K
$113K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.8KNew |
$883K - $975K
|
39.8K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
137New |
$3.04K - $3.36K
|
137
$3.88K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
104KNew |
$2.3M - $2.54M
|
104K
$2.94M
|
|