Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 2500 ETF (SMMD)

SMMD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 2500 ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 22, 2022 Q1 2022
Paragon Wealth Strategies, LLC

BUY
 -
407K
New
$23.6M - $27.2M
407K $28.1M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
279K
+ 5666.08%
$16.2M - $18.6M
284K $19.6M
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
129K
+ 37.51%
$7.45M - $8.59M
471K $32.5M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
86.2K
+ 22.49%
$5M - $5.76M
470K $32.4M
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
67.5K
+ 198.06%
$3.91M - $4.51M
102K $7M
May 16, 2022 Q1 2022
Little House Capital LLC

Braintree, MA
BUY
 -
55.3K
+ 121.85%
$3.2M - $3.69M
101K $6.94M
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

BUY
 -
43.5K
New
$2.52M - $2.9M
43.5K $3M
May 06, 2022 Q1 2022
Kendall Capital Management

BUY
 -
34.8K
+ 197.19%
$2.02M - $2.32M
52.5K $3.62M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
34.7K
+ 686.9%
$2.01M - $2.32M
39.8K $2.74M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
25.8K
New
$1.5M - $1.72M
25.8K $1.78M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
21.1K
+ 157.12%
$1.22M - $1.41M
34.5K $2.38M
May 03, 2022 Q1 2022
Central Trust CO

Jefferson City, MO
BUY
 -
18.8K
+ 59.01%
$1.09M - $1.26M
50.7K $3.5M
Apr 27, 2022 Q1 2022
Wealthpoint, LLC

BUY
 -
16.9K
+ 9.65%
$982K - $1.13M
193K $13.3M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
15.9K
New
$922K - $1.06M
15.9K $1.1M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
14.1K
+ 94.33%
$819K - $944K
29.1K $2.01M
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

BUY
 -
14.1K
+ 20.19%
$817K - $942K
83.9K $5.79M
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
13.3K
+ 53.55%
$772K - $890K
38.2K $2.63M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.9K
+ 311.23%
$688K - $792K
15.7K $1.08M
Apr 06, 2022 Q1 2022
Advisory Resource Group

BUY
 -
10.2K
+ 7.57%
$593K - $683K
145K $10M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
9.21K
+ 29.4%
$534K - $615K
40.5K $2.79M
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
9.13K
New
$529K - $610K
9.13K $629K
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
9.06K
New
$525K - $605K
9.06K $625K
Apr 26, 2022 Q1 2022
Means Investment Co., Inc.

BUY
 -
8.44K
+ 74.16%
$489K - $564K
19.8K $1.37M
Apr 28, 2022 Q1 2022
Spearhead Capital Advisors, LLC

Wellington, FL
BUY
 -
6.85K
New
$397K - $457K
6.85K $472K
May 12, 2022 Q1 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
6.35K
New
$368K - $424K
6.35K $438K
Apr 19, 2022 Q1 2022
Jb Capital LLC

BUY
 -
6.05K
+ 183.52%
$350K - $404K
9.34K $644K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.88K
New
$341K - $393K
5.88K $405K
May 09, 2022 Q1 2022
Dentgroup LLC

BUY
 -
5.31K
New
$308K - $354K
5.31K $366K
Apr 14, 2022 Q1 2022
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
4.23K
New
$245K - $282K
4.23K $292K
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4K
New
$232K - $267K
4K $276K
May 10, 2022 Q1 2022
Wealth Alliance

Mellville, NY
BUY
 -
3.86K
New
$224K - $257K
3.86K $266K
Apr 25, 2022 Q1 2022
Menard Financial Group LLC

Houston, TX
BUY
 -
3.67K
New
$213K - $245K
3.67K $253K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
3.35K
+ 44.74%
$194K - $224K
10.8K $747K
Apr 21, 2022 Q1 2022
Essex Financial Services, Inc.

BUY
 -
3.23K
New
$187K - $216K
3.23K $223K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
2.87K
+ 29.84%
$166K - $192K
12.5K $860K
May 11, 2022 Q1 2022
Us Bancorp \De\

BUY
 -
2.77K
+ 1.96%
$161K - $185K
144K $9.95M
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
1.86K
+ 7.06%
$108K - $124K
28.2K $1.94M
Apr 14, 2022 Q1 2022
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
1.7K
+ 27.89%
$98.4K - $113K
7.78K $536K
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
1.52K
+ 348.28%
$87.8K - $101K
1.95K $134K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
1.39K
New
$80.5K - $92.8K
1.39K $95.8K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
1.19K
+ 235.05%
$68.8K - $79.3K
1.69K $117K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
1.14K
New
$66K - $76K
1.14K $78.5K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.12K
New
$64.9K - $74.7K
1.12K $77.1K
Apr 26, 2022 Q1 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1.1K
+ 23.67%
$63.6K - $73.3K
5.73K $395K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
840
New
$48.7K - $56.1K
840 $57.9K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
821
+ 7.01%
$47.6K - $54.8K
12.5K $864K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
573
New
$33.2K - $38.3K
573 $39.5K
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
540
+ 12.18%
$31.3K - $36.1K
4.98K $343K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
494
+ 5.84%
$28.6K - $33K
8.95K $617K

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