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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4KNew |
$267K - $296K
|
4K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 61.12% |
$1.59M - $1.77M
|
62.9K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.14K- 34.18% |
$409K - $455K
|
11.8K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.45% |
$467 - $519
|
1.58K
$100K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
3.39K+ 14.64% |
$226K - $251K
|
26.6K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.4K+ 209.09% |
$1.56M - $1.74M
|
34.6K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
142K+ 174.47% |
$9.44M - $10.5M
|
223K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.9K+ 13.47% |
$1.19M - $1.33M
|
151K
$9.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32+ 0.94% |
$2.13K - $2.37K
|
3.43K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
174+ 3.87% |
$11.6K - $12.9K
|
4.67K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
845+ 21.84% |
$56.3K - $62.6K
|
4.71K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
464New |
$30.9K - $34.4K
|
464
$29.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
184New |
$12.3K - $13.6K
|
184
$11.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
224K+ 41.34% |
$14.9M - $16.6M
|
765K
$48.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-717- 17.88% |
$47.8K - $53.1K
|
3.29K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.74K- 0.5% |
$116K - $129K
|
345K
$21.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.51K+ 28.74% |
$100K - $112K
|
6.75K
$429K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
10+ 0.12% |
$667 - $741
|
8.06K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 43.81% |
$1.06M - $1.18M
|
52.1K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-587- 17.94% |
$39.1K - $43.5K
|
2.69K
$171K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
186+ 5.96% |
$12.4K - $13.8K
|
3.31K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.73KNew |
$248K - $276K
|
3.73K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.2KNew |
$1.21M - $1.34M
|
18.2K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.18K+ 45.89% |
$212K - $236K
|
10.1K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.03K- 2.13% |
$202K - $225K
|
139K
$8.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.4KNew |
$1.63M - $1.81M
|
24.4K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
94+ 23.5% |
$6.27K - $6.96K
|
494
$31.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.7K+ 11.29% |
$977K - $1.09M
|
144K
$9.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.69K+ 10.48% |
$113K - $125K
|
17.8K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.36% |
$133 - $148
|
552
$35.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
275+ 1.17% |
$18.3K - $20.4K
|
23.7K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.83KNew |
$188K - $209K
|
2.83K
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
789+ 36.68% |
$52.6K - $58.4K
|
2.94K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
11.6KNew |
$772K - $858K
|
11.6K
$736K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
115K+ 64.91% |
$7.68M - $8.54M
|
293K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-752- 0.96% |
$50.1K - $55.7K
|
77.3K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.88K+ 3.38% |
$259K - $288K
|
119K
$7.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.44K+ 51.8% |
$629K - $699K
|
27.7K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.07K- 10.25% |
$138K - $153K
|
18.1K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.7K+ 24.54% |
$2.24M - $2.49M
|
171K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$333 - $370
|
1.72K
$109K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.13K- 6.99% |
$142K - $158K
|
28.4K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.34KNew |
$556K - $618K
|
8.34K
$530K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-446- 6.19% |
$29.7K - $33K
|
6.76K
$429K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
166KNew |
$11M - $12.3M
|
166K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-70- 1.64% |
$4.67K - $5.19K
|
4.21K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
499New |
$33.3K - $37K
|
499
$31.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.59K- 20.22% |
$173K - $192K
|
10.2K
$649K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
35.6K+ 11.2% |
$2.37M - $2.63M
|
353K
$22.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
5.86KNew |
$391K - $434K
|
5.86K
$372K
|