Purchases and Sales Made in Q1 2023 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
313K+ 37.32% |
$16.3M - $18.9M
|
1.15M
$79.4M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
195KNew |
$10.2M - $11.8M
|
195K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
189KNew |
$9.86M - $11.4M
|
189K
$13M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
114KNew |
$5.93M - $6.88M
|
114K
$7.85M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
68.3K+ 81.64% |
$3.56M - $4.13M
|
152K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
66.7K+ 21.1% |
$3.48M - $4.03M
|
383K
$26.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.5K+ 25.07% |
$2.58M - $2.99M
|
247K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
48.1K+ 28.11% |
$2.51M - $2.91M
|
219K
$15.1M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.4K+ 15.02% |
$2.47M - $2.86M
|
363K
$25M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
44.7K+ 280.38% |
$2.33M - $2.7M
|
60.6K
$4.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.4K+ 240.46% |
$1.79M - $2.08M
|
48.7K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
32.2KNew |
$1.68M - $1.94M
|
32.2K
$2.22M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28.8K+ 303.44% |
$1.5M - $1.74M
|
38.3K
$2.64M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.9K+ 14.35% |
$1.3M - $1.5M
|
198K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
BUY
|
- |
19.4KNew |
$1.01M - $1.17M
|
19.4K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19.1KNew |
$997K - $1.16M
|
19.1K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.1K+ 12.54% |
$994K - $1.15M
|
171K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.6K+ 37.81% |
$918K - $1.06M
|
64.2K
$4.42M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
15.9K+ 5.05% |
$830K - $962K
|
331K
$22.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 12.72% |
$738K - $855K
|
125K
$8.64M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
12.6K+ 11.88% |
$656K - $761K
|
119K
$8.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 106.51% |
$549K - $636K
|
20.4K
$1.41M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.4K+ 5.84% |
$544K - $631K
|
189K
$13M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9.74K+ 9.19% |
$508K - $589K
|
116K
$7.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
8.46K+ 3.65% |
$441K - $511K
|
240K
$16.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
7.18K+ 4.01% |
$374K - $434K
|
186K
$12.8M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.14K+ 29.85% |
$372K - $431K
|
31.1K
$2.14M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.75K+ 4.08% |
$300K - $347K
|
147K
$10.1M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.31KNew |
$277K - $321K
|
5.31K
$366K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.02K+ 17.5% |
$262K - $304K
|
33.7K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.77KNew |
$249K - $288K
|
4.77K
$329K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.76K+ 26.65% |
$248K - $287K
|
22.6K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.44KNew |
$232K - $268K
|
4.44K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.2K+ 6.45% |
$219K - $254K
|
69.3K
$4.77M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.92K+ 27.61% |
$204K - $237K
|
18.1K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.77KNew |
$197K - $228K
|
3.77K
$260K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.11K+ 54.14% |
$162K - $188K
|
8.87K
$611K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.58K+ 18.13% |
$135K - $156K
|
16.8K
$1.16M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.29K+ 379.18% |
$67.4K - $78.1K
|
1.63K
$113K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.15K+ 2.71% |
$59.9K - $69.4K
|
43.5K
$3M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 19.82% |
$54.6K - $63.3K
|
6.34K
$437K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
900+ 15.37% |
$46.9K - $54.4K
|
6.76K
$466K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
790+ 12.3% |
$41.2K - $47.7K
|
7.21K
$497K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
712+ 9.42% |
$37.1K - $43K
|
8.27K
$570K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
639+ 5.65% |
$33.3K - $38.6K
|
12K
$824K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
605New |
$31.5K - $36.6K
|
605
$41.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
384+ 5.26% |
$20K - $23.2K
|
7.69K
$530K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
272+ 1.56% |
$14.2K - $16.4K
|
17.7K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
271+ 7.74% |
$14.1K - $16.4K
|
3.77K
$260K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
254+ 5.78% |
$13.2K - $15.4K
|
4.65K
$320K
|