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 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.12K+ 118.59% |
$212K - $233K
|
5.75K
$416K
|
|
|
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
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
187+ 15.45% |
$12.7K - $14K
|
1.4K
$101K
|
|
|
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 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
303+ 4.96% |
$20.6K - $22.6K
|
6.41K
$464K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 7.07% |
$891K - $980K
|
199K
$14.4M
|
|
|
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
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.6% |
$67.9 - $74.7
|
167
$12.1K
|
|
|
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
|
Whittier Trust CO
|
BUY
|
- |
66+ 0.56% |
$4.48K - $4.93K
|
11.9K
$860K
|
|
|
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
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.61K+ 12.83% |
$313K - $344K
|
40.5K
$2.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.08K- 7.06% |
$73.2K - $80.5K
|
14.2K
$1.03M
|
|
|
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
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.52K- 0.89% |
$103K - $113K
|
170K
$12.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.82K- 20.97% |
$124K - $136K
|
6.86K
$497K
|
|
|
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
|
Ritholtz Wealth Management
|
BUY
|
- |
11+ 0.33% |
$747 - $822
|
3.3K
$239K
|
|
|
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 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
449+ 5.82% |
$30.5K - $33.5K
|
8.16K
$591K
|
|
|
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
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.4K- 14.49% |
$1.25M - $1.37M
|
108K
$7.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 4.71% |
$227K - $250K
|
74.4K
$5.39M
|
|
|
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
|
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
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
818+ 7.61% |
$55.6K - $61.1K
|
11.6K
$838K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.3% |
$67.9 - $74.7
|
331
$24K
|
|
|
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
|
Cwm, LLC
|
BUY
|
- |
289+ 2.23% |
$19.6K - $21.6K
|
13.3K
$961K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7+ 0.17% |
$475 - $523
|
4.16K
$301K
|
|
|
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
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.22K- 97.34% |
$219K - $240K
|
88
$6.37K
|
|