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 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.21KClosed |
$244K - $281K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-85.1KClosed |
$4.94M - $5.68M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
232New |
$14.6K - $16.3K
|
232
$14.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-49Closed |
$3.08K - $3.44K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-19Closed |
$1.2K - $1.34K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.8KClosed |
$302K - $338K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-428Closed |
$26.5K - $28.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-391Closed |
$24.2K - $26.3K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-13.3K- 80.94% |
$827K - $898K
|
3.14K
$199K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-120Closed |
$7.44K - $8.08K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-703Closed |
$43.7K - $47K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-7.75KClosed |
$482K - $518K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-62Closed |
$3.85K - $4.14K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
SELL
|
- |
-54Closed |
$3.36K - $3.61K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.22K- 90.37% |
$68.3K - $80.2K
|
130
$8.26K
|
|
|
Aug 13, 2021
Q1 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-110KClosed |
$6.19M - $7.26M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.31KClosed |
$297K - $349K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 13, 2021
Q4 2020
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
173+ 2.69% |
$7.84K - $9.91K
|
6.6K
$419K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.99KClosed |
$208K - $235K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-6.58KClosed |
$274K - $310K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-16.1KClosed |
$498K - $731K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-18KClosed |
$559K - $821K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-62.4KClosed |
$1.94M - $2.84M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.31KClosed |
$38.4K - $65.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-193Closed |
$5.64K - $9.57K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-400Closed |
$11.7K - $19.8K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.32KClosed |
$67.9K - $115K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-28.1KClosed |
$821K - $1.39M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-24.2KClosed |
$1.04M - $1.17M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Washington Trust Bank
|
SELL
|
- |
-26.7KClosed |
$1.14M - $1.23M
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-120Closed |
$5.15K - $5.54K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
12th Street Asset Management Company, LLC
Nashville, TN |
SELL
|
- |
-5.31KClosed |
$200K - $239K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.7KNew |
$402K - $480K
|
10.7K
$678K
|
|
|
May 03, 2019
Q1 2019
|
Stephens Inc
|
SELL
|
- |
-21.5KClosed |
$811K - $970K
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Divergent Wealth Advisors
|
SELL
|
- |
-7.8KClosed |
$294K - $351K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
278New |
$12.7K - $13.6K
|
278
$17.7K
|
|