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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.26% |
$67.9 - $74.7
|
387
$28K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-140- 0.82% |
$9.51K - $10.5K
|
17K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.93K+ 19.17% |
$131K - $144K
|
12K
$867K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25.3K- 11.92% |
$1.72M - $1.89M
|
187K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.13K+ 0.85% |
$348K - $383K
|
609K
$44.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
19+ 21.35% |
$1.29K - $1.42K
|
108
$7.82K
|
|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.47K+ 6.6% |
$99.9K - $110K
|
23.8K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
328K+ 283.15% |
$22.3M - $24.5M
|
444K
$32.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-520- 30.57% |
$35.3K - $38.8K
|
1.18K
$85.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 25.57% |
$187K - $206K
|
13.5K
$980K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.6K- 2.15% |
$176K - $194K
|
118K
$8.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 28.41% |
$99.5K - $109K
|
3.69K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
9.52K+ 110.72% |
$647K - $711K
|
18.1K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10.5K- 3.1% |
$713K - $785K
|
328K
$23.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.2K+ 6.87% |
$1.1M - $1.21M
|
252K
$18.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-147- 0.19% |
$9.98K - $11K
|
78.7K
$5.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-26.8K- 15.86% |
$1.82M - $2M
|
142K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.27K+ 8.97% |
$561K - $618K
|
100K
$7.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.6K- 10.17% |
$176K - $194K
|
22.9K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
58K+ 2644.07% |
$3.94M - $4.33M
|
60.2K
$4.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.83K- 52.38% |
$328K - $361K
|
4.39K
$318K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39+ 1.06% |
$2.65K - $2.91K
|
3.71K
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
562+ 18.84% |
$38.2K - $42K
|
3.55K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10.6K- 3.25% |
$720K - $792K
|
315K
$22.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.97K+ 7.9% |
$473K - $520K
|
95.1K
$6.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5+ 0.15% |
$340 - $374
|
3.43K
$249K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10New |
$679 - $747
|
10
$724
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29.1K- 66.99% |
$1.98M - $2.17M
|
14.3K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.15K+ 0.41% |
$146K - $161K
|
522K
$37.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
70.4K+ 39.08% |
$4.78M - $5.26M
|
250K
$18.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.72KNew |
$185K - $203K
|
2.72K
$197K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15K- 13.23% |
$1.02M - $1.12M
|
98.4K
$7.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72K+ 11.6% |
$4.89M - $5.38M
|
693K
$50.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.31KNew |
$225K - $247K
|
3.31K
$240K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$217K - $239K
|
3.2K
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.4K+ 64.84% |
$978K - $1.08M
|
36.6K
$2.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.12K+ 118.59% |
$212K - $233K
|
5.75K
$416K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-65- 0.17% |
$4.41K - $4.86K
|
39.2K
$2.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-149- 1.31% |
$10.1K - $11.1K
|
11.2K
$813K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
305+ 0.93% |
$20.7K - $22.8K
|
33.1K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.35KNew |
$363K - $400K
|
5.35K
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.21K+ 246.71% |
$150K - $165K
|
3.11K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
141New |
$9.58K - $10.5K
|
141
$10.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.86K+ 3.84% |
$670K - $737K
|
266K
$19.3M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-596- 5.08% |
$40.5K - $44.5K
|
11.1K
$807K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
187+ 15.45% |
$12.7K - $14K
|
1.4K
$101K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 7.07% |
$891K - $980K
|
199K
$14.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.6% |
$67.9 - $74.7
|
167
$12.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.6K- 88.14% |
$1.53M - $1.69M
|
3.04K
$220K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
303+ 4.96% |
$20.6K - $22.6K
|
6.41K
$464K
|
|