Latest Institutional Transactions on Ishares Tr Russell 2500 ETF (SMMD)
This table provides information on the latest institutional transactions involving Ishares Tr Russell 2500 ETF (SMMD) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
218+ 3.0% |
$15.7K - $16.5K
|
7.48K
$542K
|
|
|
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 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.8K+ 66.14% |
$919K - $965K
|
32.1K
$2.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31K+ 58398.11% |
$2.23M - $2.34M
|
31K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.58K+ 1802.1% |
$186K - $195K
|
2.72K
$197K
|
|
|
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 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-33- 37.5% |
$2.38K - $2.5K
|
55
$3.98K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.54K+ 3.81% |
$687K - $722K
|
260K
$18.8M
|
|
|
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 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-232- 0.18% |
$16.7K - $17.6K
|
126K
$9.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.8KNew |
$346K - $363K
|
4.8K
$348K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.67KNew |
$192K - $202K
|
2.67K
$193K
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
9.06KNew |
$653K - $685K
|
9.06K
$656K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.57K+ 2.54% |
$401K - $421K
|
225K
$16.3M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
418+ 11.79% |
$30.1K - $31.6K
|
3.96K
$287K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
127K+ 111.99% |
$9.14M - $9.6M
|
240K
$17.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.58KNew |
$258K - $271K
|
3.58K
$260K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-740- 4.09% |
$53.3K - $56K
|
17.3K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.04% |
$144 - $151
|
5.28K
$382K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
51.2KNew |
$3.69M - $3.87M
|
51.2K
$3.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14.9K+ 9.37% |
$1.07M - $1.12M
|
174K
$12.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-147- 2.29% |
$10.6K - $11.1K
|
6.27K
$454K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.47K+ 33.7% |
$106K - $111K
|
5.82K
$422K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.45K+ 30.6% |
$98.7K - $109K
|
6.21K
$450K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-68- 43.31% |
$4.62K - $5.08K
|
89
$6.45K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-663- 37.82% |
$45K - $49.5K
|
1.09K
$79K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-866- 6.08% |
$58.8K - $64.7K
|
13.4K
$969K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-55K- 5.67% |
$3.74M - $4.11M
|
916K
$66.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.79KNew |
$190K - $209K
|
2.79K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.52K- 0.89% |
$103K - $113K
|
170K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
99.8K+ 12.22% |
$6.77M - $7.45M
|
916K
$66.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.39K- 36.6% |
$230K - $253K
|
5.87K
$425K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-135- 3.94% |
$9.17K - $10.1K
|
3.29K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-61.8K- 84.93% |
$4.19M - $4.61M
|
11K
$794K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.33K- 17.72% |
$498K - $547K
|
34K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19- 0.03% |
$1.29K - $1.42K
|
65K
$4.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
952+ 2.3% |
$64.7K - $71.1K
|
42.4K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.84K+ 0.66% |
$125K - $138K
|
282K
$20.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-803- 20.25% |
$54.5K - $60K
|
3.16K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.05K+ 18.76% |
$275K - $302K
|
25.6K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.2K- 18.28% |
$896K - $986K
|
59K
$4.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.29KNew |
$291K - $321K
|
4.29K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-145- 2.3% |
$9.85K - $10.8K
|
6.16K
$446K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
103+ 3.14% |
$6.99K - $7.7K
|
3.39K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34K+ 21.46% |
$2.31M - $2.54M
|
192K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
560New |
$38K - $41.8K
|
560
$40.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
250+ 2.05% |
$17K - $18.7K
|
12.4K
$901K
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
105KNew |
$7.1M - $7.81M
|
105K
$7.57M
|
|