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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.86K- 24.11% |
$212K - $262K
|
12.2K
$881K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37New |
$2.03K - $2.51K
|
37
$2.68K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5KNew |
$274K - $339K
|
5K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-320- 4.79% |
$17.5K - $21.7K
|
6.36K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.1K- 59.38% |
$499K - $617K
|
6.22K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$614K - $760K
|
11.2K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.21K+ 37.41% |
$450K - $556K
|
30.1K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
394+ 2.06% |
$21.6K - $26.7K
|
19.5K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-457- 8.25% |
$25K - $31K
|
5.08K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-780- 48.9% |
$42.8K - $52.9K
|
815
$59K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.21KNew |
$66.3K - $82K
|
1.21K
$87.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.12K+ 2.47% |
$61.1K - $75.6K
|
46.2K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
677New |
$37.1K - $45.9K
|
677
$49K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.39% |
$54.8 - $67.8
|
73
$5.29K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.85KNew |
$266K - $329K
|
4.85K
$352K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-6- 0.14% |
$329 - $407
|
4.31K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-226- 6.02% |
$12.4K - $15.3K
|
3.53K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.2K- 40.87% |
$616K - $762K
|
16.3K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-295- 2.92% |
$16.2K - $20K
|
9.82K
$711K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
311+ 187.35% |
$17K - $21.1K
|
477
$34.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-9- 12.86% |
$493 - $610
|
61
$4.42K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 374.63% |
$97.9K - $121K
|
2.26K
$164K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.3K- 53.01% |
$126K - $156K
|
2.04K
$148K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
648New |
$35.5K - $43.9K
|
648
$46.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30.6KNew |
$1.68M - $2.08M
|
30.6K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
29.9K+ 219.9% |
$1.64M - $2.02M
|
43.5K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
2.98KNew |
$163K - $202K
|
2.98K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-2.2K- 13.63% |
$121K - $149K
|
14K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-11.8K- 76.99% |
$646K - $799K
|
3.52K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
8.98KNew |
$492K - $608K
|
8.98K
$650K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$329 - $407
|
6
$435
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.98KNew |
$163K - $202K
|
2.98K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.98KNew |
$163K - $202K
|
2.98K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-186- 19.79% |
$10.2K - $12.6K
|
754
$54.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
514K+ 29.37% |
$31.6M - $36.6M
|
2.26M
$164M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.88K+ 11.85% |
$178K - $206K
|
27.2K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.3K- 20.11% |
$1.87M - $2.16M
|
120K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.92K+ 27.06% |
$118K - $137K
|
9K
$652K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.76K- 27.7% |
$416K - $482K
|
17.6K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.46M - $1.69M
|
23.7K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$246 - $285
|
1.72K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-5.91K- 45.03% |
$364K - $421K
|
7.21K
$522K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.17KNew |
$72.3K - $83.7K
|
1.17K
$85K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-944- 12.53% |
$58.1K - $67.3K
|
6.59K
$477K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.89KNew |
$239K - $277K
|
3.89K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1- 0.54% |
$61.6 - $71.3
|
183
$13.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
264+ 851.61% |
$16.2K - $18.8K
|
295
$21.4K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
80+ 16.19% |
$4.92K - $5.7K
|
574
$41.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-325- 7.72% |
$20K - $23.2K
|
3.89K
$281K
|
|