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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
396+ 396.0% |
$26.4K - $29.3K
|
496
$35.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
340New |
$22.7K - $25.2K
|
340
$24.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$200 - $222
|
3
$217
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.5K+ 119.25% |
$3.55M - $3.92M
|
106K
$7.66M
|
|
|
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
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10KNew |
$620K - $684K
|
10K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.6KNew |
$222K - $245K
|
3.6K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.35KNew |
$206K - $228K
|
3.35K
$242K
|
|
|
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
|
|
|
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 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$1.23K - $1.36K
|
20
$1.45K
|
|
| Q2 2024 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
57KNew |
$3.44M - $3.72M
|
57K
$4.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.08K+ 1718.2% |
$427K - $461K
|
7.49K
$543K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.57K+ 26.58% |
$215K - $233K
|
17K
$1.23M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
417New |
$25.2K - $27.2K
|
417
$30.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125New |
$7.54K - $8.15K
|
125
$9.06K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2+ 0.02% |
$121 - $130
|
10.5K
$762K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
7.18K+ 4.1% |
$422K - $471K
|
182K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
5K+ 65.95% |
$294K - $328K
|
12.6K
$911K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.55KNew |
$208K - $233K
|
3.55K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.94KNew |
$114K - $127K
|
1.94K
$141K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
761+ 5.52% |
$44.7K - $49.9K
|
14.5K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
607New |
$35.7K - $39.8K
|
607
$44K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
75New |
$4.41K - $4.92K
|
75
$5.43K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
63New |
$3.7K - $4.13K
|
63
$4.56K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12New |
$705 - $787
|
12
$869
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
59.4KNew |
$3M - $3.7M
|
59.4K
$4.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
19.3K+ 386.2% |
$974K - $1.2M
|
24.3K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
6.38KNew |
$322K - $398K
|
6.38K
$462K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.1KNew |
$257K - $318K
|
5.1K
$370K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.3KNew |
$217K - $268K
|
4.3K
$311K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.45KNew |
$124K - $153K
|
2.45K
$178K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.45K+ 14.07% |
$72.9K - $90.1K
|
11.7K
$848K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
963+ 9.84% |
$48.6K - $60K
|
10.7K
$779K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
132+ 1.19% |
$6.66K - $8.23K
|
11.3K
$815K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
86New |
$4.34K - $5.36K
|
86
$6.23K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$1.26K - $1.56K
|
25
$1.81K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
22.7KNew |
$1.22M - $1.37M
|
22.7K
$1.64M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.43KNew |
$346K - $388K
|
6.43K
$466K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
5.98K+ 2.45% |
$321K - $361K
|
250K
$18.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5KNew |
$269K - $302K
|
5K
$362K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.15K+ 3.25% |
$61.5K - $69.1K
|
36.4K
$2.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
84New |
$4.51K - $5.07K
|
84
$6.08K
|
|
| Q2 2023 | |||||||
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
100New |
$5.24K - $5.75K
|
100
$7.24K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 4.35% |
$210 - $230
|
96
$6.95K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.31KNew |
$277K - $321K
|
5.31K
$385K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.44KNew |
$232K - $268K
|
4.44K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.58K+ 18.13% |
$135K - $156K
|
16.8K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$52.1 - $60.4
|
4.35K
$315K
|
|