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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
627+ 38.3% |
$42.6K - $46.8K
|
2.26K
$164K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
66+ 0.56% |
$4.48K - $4.93K
|
11.9K
$860K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
502+ 6.36% |
$34.1K - $37.5K
|
8.4K
$608K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.61K+ 12.83% |
$313K - $344K
|
40.5K
$2.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.82K- 20.97% |
$124K - $136K
|
6.86K
$497K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.52K- 0.89% |
$103K - $113K
|
170K
$12.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.49K- 8.97% |
$237K - $261K
|
35.4K
$2.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.08K- 7.06% |
$73.2K - $80.5K
|
14.2K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11+ 0.33% |
$747 - $822
|
3.3K
$239K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 33.19% |
$68.6K - $75.5K
|
4.05K
$294K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-87- 1.62% |
$5.91K - $6.5K
|
5.28K
$382K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.3K+ 4.34% |
$156K - $172K
|
55.4K
$4.01M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
963New |
$65.4K - $71.9K
|
963
$69.8K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
122+ 2.46% |
$8.29K - $9.11K
|
5.08K
$368K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
733+ 24.99% |
$49.8K - $54.8K
|
3.67K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.38K+ 2.21% |
$93.4K - $103K
|
63.5K
$4.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
962+ 28.37% |
$65.3K - $71.9K
|
4.35K
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 4.71% |
$227K - $250K
|
74.4K
$5.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.4K- 14.49% |
$1.25M - $1.37M
|
108K
$7.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.93K+ 3.88% |
$403K - $443K
|
159K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
528+ 11.58% |
$35.9K - $39.4K
|
5.09K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
449+ 5.82% |
$30.5K - $33.5K
|
8.16K
$591K
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-701- 0.55% |
$47.6K - $52.4K
|
126K
$9.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.35% |
$1.7K - $1.87K
|
7.23K
$524K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 16.25% |
$1.05M - $1.15M
|
110K
$8M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 15.71% |
$133K - $147K
|
14.5K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.13K- 88.73% |
$76.5K - $84.1K
|
143
$10.4K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.14K- 1.46% |
$77.3K - $85K
|
76.7K
$5.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
4.07KNew |
$276K - $304K
|
4.07K
$295K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-187- 3.73% |
$12.7K - $14K
|
4.83K
$350K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
237+ 3.37% |
$16.1K - $17.7K
|
7.27K
$526K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-781- 10.85% |
$53K - $58.3K
|
6.41K
$465K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
419+ 2.84% |
$28.5K - $31.3K
|
15.2K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-110- 0.88% |
$7.47K - $8.22K
|
12.4K
$900K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
289+ 2.23% |
$19.6K - $21.6K
|
13.3K
$961K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-43K- 29.64% |
$2.92M - $3.21M
|
102K
$7.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.5K- 3.1% |
$713K - $785K
|
329K
$23.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.3% |
$67.9 - $74.7
|
331
$24K
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
818+ 7.61% |
$55.6K - $61.1K
|
11.6K
$838K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.22K- 97.34% |
$219K - $240K
|
88
$6.37K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 406.33% |
$227K - $250K
|
4.16K
$301K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.65K+ 2.63% |
$248K - $273K
|
142K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7+ 0.17% |
$475 - $523
|
4.16K
$301K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
743+ 11.23% |
$50.5K - $55.5K
|
7.36K
$533K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
55.6K+ 96.39% |
$3.78M - $4.15M
|
113K
$8.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-724- 0.33% |
$49.2K - $54.1K
|
219K
$15.9M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
124+ 2.84% |
$8.42K - $9.26K
|
4.49K
$325K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
490+ 2.61% |
$33.3K - $36.6K
|
19.3K
$1.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-145- 1.1% |
$9.85K - $10.8K
|
13K
$945K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.6K+ 42.18% |
$1.35M - $1.67M
|
82.9K
$6M
|
|