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 |
|---|---|---|---|---|---|---|---|
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-61.8K- 84.93% |
$4.19M - $4.61M
|
11K
$794K
|
|
|
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
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.39K- 36.6% |
$230K - $253K
|
5.87K
$425K
|
|
|
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
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.52K- 0.89% |
$103K - $113K
|
170K
$12.3M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 16.3% |
$784K - $862K
|
82.4K
$5.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
183+ 5.12% |
$12.4K - $13.7K
|
3.75K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 136.04% |
$815K - $897K
|
20.8K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.7K+ 12.85% |
$183K - $202K
|
23.7K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.56K+ 20.37% |
$174K - $191K
|
15.1K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
474K+ 16.17% |
$32.2M - $35.4M
|
3.4M
$247M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-665- 17.03% |
$45.2K - $49.7K
|
3.24K
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 0.49% |
$3.4K - $3.74K
|
10.3K
$749K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
627+ 15.69% |
$42.6K - $46.8K
|
4.62K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
BUY
|
- |
20.8K+ 6.7% |
$1.41M - $1.55M
|
331K
$24M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-346- 1.49% |
$23.5K - $25.8K
|
22.8K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
742+ 13.03% |
$50.4K - $55.4K
|
6.44K
$466K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
34.2K+ 10.58% |
$2.32M - $2.55M
|
358K
$25.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-425- 2.3% |
$28.9K - $31.8K
|
18.1K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
48.6K+ 94.48% |
$3.3M - $3.63M
|
99.9K
$7.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.83K- 35.6% |
$532K - $585K
|
14.2K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.43K- 0.68% |
$233K - $256K
|
500K
$36.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
29+ 0.42% |
$1.97K - $2.17K
|
6.9K
$500K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.64K+ 32.25% |
$315K - $346K
|
19K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-5.59K- 32.64% |
$379K - $417K
|
11.5K
$835K
|
|
|
Nov 13, 2025
Q3 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.6K- 28.68% |
$176K - $194K
|
6.46K
$468K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
SELL
|
- |
-378- 3.54% |
$25.7K - $28.2K
|
10.3K
$746K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
34+ 0.3% |
$2.31K - $2.54K
|
11.5K
$831K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.73K+ 1.09% |
$117K - $129K
|
160K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.35K+ 8.33% |
$91.5K - $101K
|
17.5K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-124- 1.46% |
$8.42K - $9.26K
|
8.4K
$608K
|
|