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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.1K- 25.95% |
$106K - $131K
|
5.99K
$421K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
963+ 9.84% |
$48.6K - $60K
|
10.7K
$756K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.45KNew |
$124K - $153K
|
2.45K
$172K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.3KNew |
$217K - $268K
|
4.3K
$302K
|
|
| Q3 2023 | |||||||
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.43KNew |
$346K - $388K
|
6.43K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.72K- 2.07% |
$146K - $164K
|
129K
$9.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-720- 15.89% |
$38.7K - $43.5K
|
3.81K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.15K+ 3.25% |
$61.5K - $69.1K
|
36.4K
$2.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5KNew |
$269K - $302K
|
5K
$352K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.27K- 53.47% |
$230K - $258K
|
3.72K
$261K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
22.7KNew |
$1.22M - $1.37M
|
22.7K
$1.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
84New |
$4.51K - $5.07K
|
84
$5.91K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
5.98K+ 2.45% |
$321K - $361K
|
250K
$17.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.91K- 53.73% |
$264K - $296K
|
4.23K
$297K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.37K- 32.04% |
$229K - $251K
|
9.28K
$652K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.94KNew |
$102K - $111K
|
1.94K
$136K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.2K+ 21.98% |
$220K - $241K
|
23.3K
$1.64M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 4.35% |
$210 - $230
|
96
$6.75K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
100New |
$5.24K - $5.75K
|
100
$7.03K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
605New |
$31.5K - $36.6K
|
605
$42.5K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.07K- 16.79% |
$55.9K - $64.8K
|
5.31K
$374K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.58K+ 18.13% |
$135K - $156K
|
16.8K
$1.18M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.44KNew |
$232K - $268K
|
4.44K
$312K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.31KNew |
$277K - $321K
|
5.31K
$374K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$52.1 - $60.4
|
4.35K
$306K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$521 - $604
|
10
$703
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-90- 0.99% |
$4.69K - $5.44K
|
8.98K
$631K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
126+ 1.2% |
$6.32K - $7.17K
|
10.6K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
378+ 160.17% |
$19K - $21.5K
|
614
$43.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
5.98K+ 183.52% |
$300K - $340K
|
9.24K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
72.9KNew |
$3.66M - $4.15M
|
72.9K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
722New |
$36.2K - $41.1K
|
722
$50.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
485New |
$24.3K - $27.6K
|
485
$34.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
21.1KNew |
$1.06M - $1.2M
|
21.1K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.67KNew |
$285K - $323K
|
5.67K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-4.53K- 1.56% |
$227K - $258K
|
286K
$20.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.2KNew |
$510K - $579K
|
10.2K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
30New |
$1.51K - $1.71K
|
30
$2.11K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-53.6K- 89.65% |
$2.69M - $3.05M
|
6.18K
$435K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
4KNew |
$201K - $228K
|
4K
$281K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
178New |
$8.93K - $10.1K
|
178
$12.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.33K+ 3.95% |
$418K - $474K
|
219K
$15.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
5.07KNew |
$254K - $288K
|
5.07K
$356K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.65KNew |
$334K - $379K
|
6.65K
$468K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-81.7K- 97.25% |
$4.1M - $4.65M
|
2.31K
$162K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
11.5K+ 1001.91% |
$578K - $655K
|
12.7K
$890K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-162- 0.67% |
$8.03K - $9.8K
|
24.1K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-20Closed |
$992 - $1.21K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.07% |
$4.56K - $5.56K
|
123K
$8.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.91KNew |
$491K - $599K
|
9.91K
$697K
|
|