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 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-21.5K- 15.9% |
$1.12M - $1.3M
|
114K
$7.88M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.4K- 60.16% |
$1.32M - $1.53M
|
16.8K
$1.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-36.4K- 85.08% |
$1.9M - $2.2M
|
6.39K
$443K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-40.3K- 13.09% |
$2.1M - $2.43M
|
267K
$18.5M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49.2K- 85.79% |
$2.56M - $2.97M
|
8.15K
$565K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-86.8K- 97.1% |
$4.53M - $5.25M
|
2.6K
$180K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-123K- 24.91% |
$6.39M - $7.41M
|
370K
$25.6M
|