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 28, 2022 Q1 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
464
+ 8.35%
$26.9K - $31K
6.02K $417K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
456
New
$26.4K - $30.5K
456 $31.6K
May 09, 2022 Q1 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
369
New
$21.4K - $24.6K
369 $25.6K
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
260
+ 2.14%
$15.1K - $17.4K
12.4K $861K
Apr 19, 2022 Q1 2022
Pfg Advisors

BUY
 -
258
+ 7.95%
$15K - $17.2K
3.5K $243K
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
145
+ 0.73%
$8.41K - $9.68K
19.9K $1.38M
May 11, 2022 Q1 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
104
+ 0.47%
$6.03K - $6.95K
22.1K $1.53M
May 11, 2022 Q1 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
75
New
$4.35K - $5.01K
75 $5.2K
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
29
+ 0.26%
$1.68K - $1.94K
11.2K $775K
May 02, 2022 Q1 2022
Tmd Wealth Management, LLC

BUY
 -
29
+ 0.91%
$1.68K - $1.94K
3.22K $223K
May 09, 2022 Q1 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
8
+ 0.1%
$464 - $534
8.17K $566K
May 12, 2022 Q1 2022
Treynor Bancshares, Inc.

BUY
 -
7
+ 0.1%
$406 - $467
7.01K $486K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 23, 2022 Q1 2022
Advisory Services Network, LLC

SELL
 -
-53
- 0.98%
$3.07K - $3.54K
5.38K $373K
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-68
- 5.41%
$3.94K - $4.54K
1.19K $82.4K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-374
- 4.23%
$21.7K - $25K
8.47K $587K
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

SELL
 -
-430
- 8.97%
$24.9K - $28.7K
4.37K $302K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-461
- 8.48%
$26.7K - $30.8K
4.98K $345K
Jun 08, 2022 Q1 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-683
- 3.9%
$39.6K - $45.6K
16.8K $1.17M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-799
- 10.99%
$46.3K - $53.4K
6.47K $448K
May 10, 2022 Q1 2022
Lee Financial Group Hawaii, Inc.

Honolulu, HI
SELL
 -
-920
- 0.59%
$53.3K - $61.4K
155K $10.8M
Apr 29, 2022 Q1 2022
Whittier Trust CO

SELL
 -
-1.06K
Closed
$61.3K - $70.7K
0 $0
May 09, 2022 Q1 2022
True Private Wealth Advisors

SELL
 -
-1.89K
- 26.11%
$110K - $126K
5.36K $371K
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-2.24K
- 25.59%
$130K - $149K
6.51K $451K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-2.78K
- 1.42%
$161K - $185K
192K $13.3M
May 12, 2022 Q1 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-2.93K
- 5.02%
$170K - $196K
55.5K $3.84M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

SELL
 -
-3.09K
Closed
$179K - $207K
0 $0
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

SELL
 -
-3.18K
Closed
$184K - $212K
0 $0
May 09, 2022 Q1 2022
Dt Investment Partners, LLC

SELL
 -
-3.39K
Closed
$196K - $226K
0 $0
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-3.42K
- 9.62%
$198K - $228K
32.1K $2.22M
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-3.94K
Closed
$228K - $263K
0 $0
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-4.12K
- 4.64%
$239K - $275K
84.6K $5.86M
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

SELL
 -
-4.19K
Closed
$243K - $280K
0 $0
Apr 19, 2022 Q1 2022
Icon Wealth Partners, LLC

SELL
 -
-4.21K
Closed
$244K - $281K
0 $0
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

SELL
 -
-4.41K
Closed
$256K - $295K
0 $0
May 10, 2022 Q1 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
SELL
 -
-6.21K
Closed
$360K - $414K
0 $0
May 06, 2022 Q1 2022
Anchor Capital Advisors LLC

SELL
 -
-8.71K
Closed
$505K - $581K
0 $0
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-9.47K
Closed
$549K - $632K
0 $0
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

SELL
 -
-12.6K
- 5.86%
$731K - $842K
203K $14M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-13.3K
- 20.43%
$770K - $887K
51.7K $3.59M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-14.5K
Closed
$841K - $969K
0 $0
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-14.5K
- 6.4%
$841K - $969K
212K $14.7M
May 06, 2022 Q1 2022
Jordan Park Group LLC

SELL
 -
-15.7K
- 27.19%
$911K - $1.05M
42.1K $2.92M
May 16, 2022 Q1 2022
Ubs Group Ag

SELL
 -
-21.5K
- 33.17%
$1.24M - $1.43M
43.2K $3M
May 16, 2022 Q1 2022
Surevest, LLC

Los Angeles, CA
SELL
 -
-44.5K
- 27.34%
$2.58M - $2.97M
118K $8.2M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-71K
- 23.66%
$4.12M - $4.74M
229K $15.9M
Apr 14, 2022 Q1 2022
Diversified, LLC

SELL
 -
-85.1K
Closed
$4.94M - $5.68M
0 $0
May 17, 2022 Q1 2022
Lake Point Wealth Management

SELL
 -
-93.4K
- 98.78%
$5.41M - $6.24M
1.15K $79.9K
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-176K
- 90.42%
$10.2M - $11.7M
18.6K $1.29M

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