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 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.35K+ 8.33% |
$91.5K - $101K
|
17.5K
$1.27M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 33.19% |
$68.6K - $75.5K
|
4.05K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
963New |
$65.4K - $71.9K
|
963
$69.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
962+ 28.37% |
$65.3K - $71.9K
|
4.35K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
952+ 2.3% |
$64.7K - $71.1K
|
42.4K
$3.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
818+ 7.61% |
$55.6K - $61.1K
|
11.6K
$838K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
743+ 11.23% |
$50.5K - $55.5K
|
7.36K
$533K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
742+ 13.03% |
$50.4K - $55.4K
|
6.44K
$466K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
733+ 24.99% |
$49.8K - $54.8K
|
3.67K
$266K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
627+ 15.69% |
$42.6K - $46.8K
|
4.62K
$335K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
627+ 38.3% |
$42.6K - $46.8K
|
2.26K
$164K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
562+ 18.84% |
$38.2K - $42K
|
3.55K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
560New |
$38K - $41.8K
|
560
$40.6K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
528+ 11.58% |
$35.9K - $39.4K
|
5.09K
$369K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
502+ 6.36% |
$34.1K - $37.5K
|
8.4K
$608K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
490+ 2.61% |
$33.3K - $36.6K
|
19.3K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
449+ 5.82% |
$30.5K - $33.5K
|
8.16K
$591K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
419+ 2.84% |
$28.5K - $31.3K
|
15.2K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
305+ 0.93% |
$20.7K - $22.8K
|
33.1K
$2.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
303+ 4.96% |
$20.6K - $22.6K
|
6.41K
$464K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
289+ 2.23% |
$19.6K - $21.6K
|
13.3K
$961K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
250+ 2.05% |
$17K - $18.7K
|
12.4K
$901K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
237+ 3.37% |
$16.1K - $17.7K
|
7.27K
$526K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
187+ 15.45% |
$12.7K - $14K
|
1.4K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
183+ 5.12% |
$12.4K - $13.7K
|
3.75K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
141New |
$9.58K - $10.5K
|
141
$10.2K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
124+ 2.84% |
$8.42K - $9.26K
|
4.49K
$325K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
122+ 2.46% |
$8.29K - $9.11K
|
5.08K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
103+ 3.14% |
$6.99K - $7.7K
|
3.39K
$245K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
66+ 0.56% |
$4.48K - $4.93K
|
11.9K
$860K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 0.49% |
$3.4K - $3.74K
|
10.3K
$749K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39+ 1.06% |
$2.65K - $2.91K
|
3.71K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
34+ 0.3% |
$2.31K - $2.54K
|
11.5K
$831K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
29+ 0.42% |
$1.97K - $2.17K
|
6.9K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.35% |
$1.7K - $1.87K
|
7.23K
$524K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
19+ 21.35% |
$1.29K - $1.42K
|
108
$7.82K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11+ 0.33% |
$747 - $822
|
3.3K
$239K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10New |
$679 - $747
|
10
$724
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7+ 0.17% |
$475 - $523
|
4.16K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5+ 0.15% |
$340 - $374
|
3.43K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.26% |
$67.9 - $74.7
|
387
$28K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.6% |
$67.9 - $74.7
|
167
$12.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.3% |
$67.9 - $74.7
|
331
$24K
|
|
| Q2 2025 | |||||||
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30.6KNew |
$1.68M - $2.08M
|
30.6K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
29.9K+ 219.9% |
$1.64M - $2.02M
|
43.5K
$3.15M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.6K+ 42.18% |
$1.35M - $1.67M
|
82.9K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$614K - $760K
|
11.2K
$812K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
8.98KNew |
$492K - $608K
|
8.98K
$650K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.21K+ 37.41% |
$450K - $556K
|
30.1K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5KNew |
$274K - $339K
|
5K
$362K
|
|