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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
428K+ 45.69% |
$28.5M - $31.7M
|
1.36M
$96.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
115K+ 34.65% |
$7.66M - $8.51M
|
447K
$31.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.4K+ 53.94% |
$1.96M - $2.18M
|
83.9K
$5.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
8.89K+ 54.28% |
$593K - $659K
|
25.3K
$1.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.82K+ 5.19% |
$454K - $505K
|
138K
$9.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
5.7KNew |
$380K - $422K
|
5.7K
$405K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.63K+ 66.61% |
$309K - $343K
|
11.6K
$823K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.57KNew |
$305K - $339K
|
4.57K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.47K+ 15.44% |
$298K - $331K
|
33.5K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.32KNew |
$222K - $246K
|
3.32K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.36K+ 0.72% |
$90.9K - $101K
|
191K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.17K+ 0.45% |
$77.9K - $86.6K
|
259K
$18.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
925+ 5.33% |
$61.7K - $68.5K
|
18.3K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
827+ 21.28% |
$55.1K - $61.3K
|
4.71K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
667+ 13.5% |
$44.5K - $49.4K
|
5.61K
$398K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
440New |
$29.3K - $32.6K
|
440
$31.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
361+ 9.11% |
$24.1K - $26.7K
|
4.32K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
337+ 4.15% |
$22.5K - $25K
|
8.45K
$600K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
296+ 39.26% |
$19.7K - $21.9K
|
1.05K
$74.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
245+ 0.92% |
$16.3K - $18.1K
|
26.8K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
237New |
$15.8K - $17.6K
|
237
$16.8K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
233+ 6.71% |
$15.5K - $17.3K
|
3.71K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.27% |
$1.2K - $1.33K
|
6.81K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.14% |
$400 - $444
|
4.15K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.66% |
$66.7 - $74.1
|
152
$10.8K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
101K+ 43.53% |
$6.2M - $6.85M
|
331K
$23.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
90.2K+ 365.93% |
$5.56M - $6.14M
|
115K
$8.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.5K+ 15.32% |
$3.79M - $4.19M
|
463K
$32.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.5K+ 119.25% |
$3.55M - $3.92M
|
106K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38.3K+ 13.1% |
$2.36M - $2.61M
|
330K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
38K+ 88.21% |
$2.35M - $2.59M
|
81.2K
$5.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
27.8K+ 6.97% |
$1.72M - $1.9M
|
427K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.7KNew |
$1.58M - $1.75M
|
25.7K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.2K+ 3.68% |
$1.31M - $1.45M
|
599K
$42.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21K+ 4.04% |
$1.3M - $1.43M
|
542K
$38.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
20.9KNew |
$1.29M - $1.43M
|
20.9K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 55.0% |
$794K - $877K
|
36.3K
$2.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.6K+ 52.13% |
$780K - $861K
|
36.9K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 66.67% |
$772K - $853K
|
31.3K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.5K+ 6.66% |
$769K - $849K
|
200K
$14.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11.8K+ 36.79% |
$730K - $806K
|
44K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7K+ 140.7% |
$662K - $732K
|
18.4K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 54.73% |
$654K - $722K
|
29.9K
$2.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.3KNew |
$635K - $701K
|
10.3K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 5.75% |
$632K - $698K
|
188K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10KNew |
$620K - $684K
|
10K
$713K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
9.61K+ 5.72% |
$593K - $655K
|
178K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.32K+ 5.52% |
$513K - $567K
|
159K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 9.04% |
$339K - $375K
|
66.3K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.3K+ 29.61% |
$327K - $361K
|
23.2K
$1.65M
|
|