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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 19.32% |
$66.7K - $77.2K
|
6.69K
$393K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
98.3K+ 22.02% |
$6.05M - $7.01M
|
545K
$32M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 1.96% |
$65.4K - $75.8K
|
55.3K
$3.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
141K+ 10.31% |
$8.66M - $10M
|
1.5M
$88.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
170+ 11.93% |
$10.5K - $12.1K
|
1.6K
$93.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-50- 0.63% |
$3.08K - $3.56K
|
7.87K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-48- 1.44% |
$2.95K - $3.42K
|
3.28K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.78K- 1.22% |
$417K - $483K
|
548K
$32.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.61% |
$61.6 - $71.3
|
166
$9.75K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-6.64K- 24.76% |
$408K - $473K
|
20.2K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15.8K+ 47.09% |
$970K - $1.12M
|
49.2K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.99K- 10.95% |
$122K - $142K
|
16.2K
$949K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-464- 0.18% |
$28.6K - $33.1K
|
258K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
822New |
$50.6K - $58.6K
|
822
$48.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
203KNew |
$12.5M - $14.5M
|
203K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.7K+ 18.27% |
$1.33M - $1.55M
|
140K
$8.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20K- 23.88% |
$1.23M - $1.43M
|
63.9K
$3.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
80.7K+ 83.71% |
$4.97M - $5.75M
|
177K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
13.6KNew |
$836K - $968K
|
13.6K
$798K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
875+ 4.79% |
$53.9K - $62.4K
|
19.2K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
29.4K+ 15.45% |
$1.81M - $2.1M
|
220K
$12.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 33.29% |
$1.07M - $1.24M
|
69.5K
$4.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-4.99K- 31.31% |
$307K - $356K
|
11K
$643K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-994- 6.92% |
$61.2K - $70.8K
|
13.4K
$785K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.02K- 2.82% |
$124K - $144K
|
69.4K
$4.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.3K+ 28.5% |
$203K - $235K
|
14.9K
$875K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-939- 31.94% |
$57.8K - $66.9K
|
2K
$118K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
224+ 6.05% |
$13.8K - $16K
|
3.93K
$231K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
14.5KNew |
$966K - $1.07M
|
14.5K
$851K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.42K- 17.03% |
$94.3K - $105K
|
6.89K
$405K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
89New |
$5.93K - $6.59K
|
89
$5.23K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
122KNew |
$8.14M - $9.04M
|
122K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
558K+ 54.24% |
$37.2M - $41.4M
|
1.59M
$93.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
59.6K+ 31.66% |
$3.98M - $4.42M
|
248K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
76.4KNew |
$5.1M - $5.66M
|
76.4K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.78K+ 3.0% |
$318K - $354K
|
164K
$9.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.7KNew |
$1.18M - $1.31M
|
17.7K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 36.85% |
$110K - $122K
|
6.12K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.2K+ 4.61% |
$613K - $682K
|
209K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
6.13KNew |
$408K - $454K
|
6.13K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.34KNew |
$156K - $173K
|
2.34K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
226K+ 48.79% |
$15M - $16.7M
|
688K
$40.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.54KNew |
$236K - $262K
|
3.54K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36.9K+ 6.17% |
$2.46M - $2.74M
|
636K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45K- 83.79% |
$3M - $3.34M
|
8.71K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.67KNew |
$244K - $272K
|
3.67K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.4K- 64.73% |
$1.29M - $1.44M
|
10.6K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.08KNew |
$472K - $525K
|
7.08K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.9K- 27.68% |
$1.33M - $1.48M
|
52.1K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.41K+ 16.29% |
$227K - $253K
|
24.3K
$1.43M
|
|