Latest Institutional Purchases of Ishares Tr Russell 2500 ETF (SMMD)
This list provides information on the latest institutional transactions involving Ishares Tr Russell 2500 ETF (SMMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
474K+ 16.17% |
$32.2M - $35.4M
|
3.4M
$247M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
328K+ 283.15% |
$22.3M - $24.5M
|
444K
$32.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
105KNew |
$7.1M - $7.81M
|
105K
$7.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
99.8K+ 12.22% |
$6.77M - $7.45M
|
916K
$66.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72K+ 11.6% |
$4.89M - $5.38M
|
693K
$50.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
70.4K+ 39.08% |
$4.78M - $5.26M
|
250K
$18.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
58K+ 2644.07% |
$3.94M - $4.33M
|
60.2K
$4.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
55.6K+ 96.39% |
$3.78M - $4.15M
|
113K
$8.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
48.6K+ 94.48% |
$3.3M - $3.63M
|
99.9K
$7.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
34.2K+ 10.58% |
$2.32M - $2.55M
|
358K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34K+ 21.46% |
$2.31M - $2.54M
|
192K
$13.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
BUY
|
- |
20.8K+ 6.7% |
$1.41M - $1.55M
|
331K
$24M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.2K+ 6.87% |
$1.1M - $1.21M
|
252K
$18.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 16.25% |
$1.05M - $1.15M
|
110K
$8M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.4K+ 64.84% |
$978K - $1.08M
|
36.6K
$2.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 7.07% |
$891K - $980K
|
199K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 136.04% |
$815K - $897K
|
20.8K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 16.3% |
$784K - $862K
|
82.4K
$5.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.86K+ 3.84% |
$670K - $737K
|
266K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
9.52K+ 110.72% |
$647K - $711K
|
18.1K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.27K+ 8.97% |
$561K - $618K
|
100K
$7.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.97K+ 7.9% |
$473K - $520K
|
95.1K
$6.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.93K+ 3.88% |
$403K - $443K
|
159K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.35KNew |
$363K - $400K
|
5.35K
$388K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.13K+ 0.85% |
$348K - $383K
|
609K
$44.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.64K+ 32.25% |
$315K - $346K
|
19K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.61K+ 12.83% |
$313K - $344K
|
40.5K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.29KNew |
$291K - $321K
|
4.29K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
4.07KNew |
$276K - $304K
|
4.07K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.05K+ 18.76% |
$275K - $302K
|
25.6K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.65K+ 2.63% |
$248K - $273K
|
142K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 4.71% |
$227K - $250K
|
74.4K
$5.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 406.33% |
$227K - $250K
|
4.16K
$301K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.31KNew |
$225K - $247K
|
3.31K
$240K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$217K - $239K
|
3.2K
$232K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.12K+ 118.59% |
$212K - $233K
|
5.75K
$416K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.79KNew |
$190K - $209K
|
2.79K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 25.57% |
$187K - $206K
|
13.5K
$980K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.72KNew |
$185K - $203K
|
2.72K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.7K+ 12.85% |
$183K - $202K
|
23.7K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.56K+ 20.37% |
$174K - $191K
|
15.1K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.3K+ 4.34% |
$156K - $172K
|
55.4K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.21K+ 246.71% |
$150K - $165K
|
3.11K
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.15K+ 0.41% |
$146K - $161K
|
522K
$37.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 15.71% |
$133K - $147K
|
14.5K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.93K+ 19.17% |
$131K - $144K
|
12K
$867K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.84K+ 0.66% |
$125K - $138K
|
282K
$20.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.73K+ 1.09% |
$117K - $129K
|
160K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.47K+ 6.6% |
$99.9K - $110K
|
23.8K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.38K+ 2.21% |
$93.4K - $103K
|
63.5K
$4.6M
|
|