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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.51K- 99.43% |
$216K - $250K
|
20
$1.45K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
964+ 22.3% |
$59.3K - $68.7K
|
5.29K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.3K+ 41.14% |
$142K - $164K
|
7.89K
$572K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-2.3K- 6.39% |
$141K - $164K
|
33.6K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-28- 34.57% |
$1.72K - $2K
|
53
$3.84K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.21K- 47.14% |
$198K - $229K
|
3.6K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
141K+ 10.31% |
$8.66M - $10M
|
1.5M
$109M
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.42K- 17.03% |
$94.3K - $105K
|
6.89K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
340New |
$22.7K - $25.2K
|
340
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.29K- 38.07% |
$486K - $540K
|
11.9K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
76.4KNew |
$5.1M - $5.66M
|
76.4K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.54KNew |
$236K - $262K
|
3.54K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.67KNew |
$244K - $272K
|
3.67K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$200 - $222
|
3
$217
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4KNew |
$267K - $296K
|
4K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
464New |
$30.9K - $34.4K
|
464
$33.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.51K+ 28.74% |
$100K - $112K
|
6.75K
$489K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-446- 6.19% |
$29.7K - $33K
|
6.76K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
5.86KNew |
$391K - $434K
|
5.86K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
396+ 396.0% |
$26.4K - $29.3K
|
496
$35.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22+ 0.5% |
$1.47K - $1.63K
|
4.46K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
220K+ 66.47% |
$14.6M - $16.3M
|
550K
$39.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.15K+ 20.92% |
$144K - $159K
|
12.4K
$901K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.13K+ 99.23% |
$275K - $306K
|
8.29K
$601K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
5.7KNew |
$380K - $422K
|
5.7K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
440New |
$29.3K - $32.6K
|
440
$31.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$183K - $203K
|
2.97K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.23KNew |
$75.6K - $83.5K
|
1.23K
$88.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.6KNew |
$222K - $245K
|
3.6K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.17K- 21.24% |
$72.2K - $79.7K
|
4.34K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10KNew |
$620K - $684K
|
10K
$727K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-9- 75.0% |
$555 - $613
|
3
$217
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.35KNew |
$206K - $228K
|
3.35K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$1.23K - $1.36K
|
20
$1.45K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
253+ 1.72% |
$15.6K - $17.2K
|
15K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-8- 0.34% |
$494 - $545
|
2.36K
$171K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-107- 1.61% |
$6.6K - $7.29K
|
6.54K
$474K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.36K- 28.87% |
$145K - $161K
|
5.81K
$421K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-200- 85.11% |
$12.3K - $13.6K
|
35
$2.54K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 66.67% |
$772K - $853K
|
31.3K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.5K+ 119.25% |
$3.55M - $3.92M
|
106K
$7.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.07K- 25.48% |
$65.8K - $72.6K
|
3.12K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-141- 28.48% |
$8.7K - $9.61K
|
354
$25.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.15K- 63.75% |
$441K - $487K
|
4.07K
$295K
|
|
| Q2 2024 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
57KNew |
$3.44M - $3.72M
|
57K
$4.13M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
417New |
$25.2K - $27.2K
|
417
$30.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2+ 0.02% |
$121 - $130
|
10.5K
$762K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125New |
$7.54K - $8.15K
|
125
$9.06K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.08K+ 1718.2% |
$427K - $461K
|
7.49K
$543K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.85K- 18.27% |
$111K - $120K
|
8.26K
$598K
|
|