Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-135- 3.94% |
$9.17K - $10.1K
|
3.29K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-124- 1.46% |
$8.42K - $9.26K
|
8.4K
$608K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-110- 0.88% |
$7.47K - $8.22K
|
12.4K
$900K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-87- 1.62% |
$5.91K - $6.5K
|
5.28K
$382K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-68- 43.31% |
$4.62K - $5.08K
|
89
$6.45K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-65- 0.17% |
$4.41K - $4.86K
|
39.2K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19- 0.03% |
$1.29K - $1.42K
|
65K
$4.71M
|
|
| Q2 2025 | |||||||
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-11.8K- 76.99% |
$646K - $799K
|
3.52K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.2K- 40.87% |
$616K - $762K
|
16.3K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.1K- 59.38% |
$499K - $617K
|
6.22K
$451K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.86K- 24.11% |
$212K - $262K
|
12.2K
$881K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.3K- 53.01% |
$126K - $156K
|
2.04K
$148K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-2.2K- 13.63% |
$121K - $149K
|
14K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-780- 48.9% |
$42.8K - $52.9K
|
815
$59K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-457- 8.25% |
$25K - $31K
|
5.08K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-320- 4.79% |
$17.5K - $21.7K
|
6.36K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-295- 2.92% |
$16.2K - $20K
|
9.82K
$711K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-226- 6.02% |
$12.4K - $15.3K
|
3.53K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-186- 19.79% |
$10.2K - $12.6K
|
754
$54.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-9- 12.86% |
$493 - $610
|
61
$4.42K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-6- 0.14% |
$329 - $407
|
4.31K
$312K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.3K- 20.11% |
$1.87M - $2.16M
|
120K
$8.73M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.76K- 27.7% |
$416K - $482K
|
17.6K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-5.91K- 45.03% |
$364K - $421K
|
7.21K
$522K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.51K- 99.43% |
$216K - $250K
|
20
$1.45K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.21K- 47.14% |
$198K - $229K
|
3.6K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-2.3K- 6.39% |
$141K - $164K
|
33.6K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-944- 12.53% |
$58.1K - $67.3K
|
6.59K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-325- 7.72% |
$20K - $23.2K
|
3.89K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-28- 34.57% |
$1.72K - $2K
|
53
$3.84K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1- 0.54% |
$61.6 - $71.3
|
183
$13.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.29K- 38.07% |
$486K - $540K
|
11.9K
$859K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.42K- 17.03% |
$94.3K - $105K
|
6.89K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-446- 6.19% |
$29.7K - $33K
|
6.76K
$490K
|
|
| Q3 2024 | |||||||
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.15K- 63.75% |
$441K - $487K
|
4.07K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.36K- 28.87% |
$145K - $161K
|
5.81K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.17K- 21.24% |
$72.2K - $79.7K
|
4.34K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.07K- 25.48% |
$65.8K - $72.6K
|
3.12K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-200- 85.11% |
$12.3K - $13.6K
|
35
$2.54K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-141- 28.48% |
$8.7K - $9.61K
|
354
$25.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-107- 1.61% |
$6.6K - $7.29K
|
6.54K
$474K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-9- 75.0% |
$555 - $613
|
3
$217
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-8- 0.34% |
$494 - $545
|
2.36K
$171K
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.92K- 55.93% |
$599K - $647K
|
7.82K
$566K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.99K- 3.48% |
$421K - $455K
|
194K
$14M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.85K- 18.27% |
$111K - $120K
|
8.26K
$598K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-451- 68.54% |
$27.2K - $29.4K
|
207
$15K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-34.4K- 37.67% |
$2.02M - $2.26M
|
57K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.16K- 41.12% |
$244K - $273K
|
5.96K
$431K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-453- 1.52% |
$26.6K - $29.7K
|
29.3K
$2.12M
|
|