Purchases and Sales Made in Q2 2023 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 Q2 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
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
190K
+ 16.52%
$9.97M - $10.9M
1.34M $92.5M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
80.9K
+ 32.72%
$4.24M - $4.65M
328K $22.6M
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
67.2K
+ 17.55%
$3.52M - $3.86M
450K $31M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
49.4K
+ 623.95%
$2.59M - $2.84M
57.3K $3.95M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
43.3K
+ 21.67%
$2.27M - $2.49M
243K $16.8M
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
36.3K
+ 112.89%
$1.9M - $2.09M
68.5K $4.72M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
34.6K
+ 53.93%
$1.81M - $1.99M
98.8K $6.81M
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
26.4K
+ 297.83%
$1.38M - $1.52M
35.3K $2.43M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
22.5K
New
$1.18M - $1.29M
22.5K $1.55M
Aug 07, 2023 Q2 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
20.1K
New
$1.05M - $1.15M
20.1K $1.38M
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
18.7K
New
$981K - $1.08M
18.7K $1.29M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
14.1K
+ 209.67%
$739K - $810K
20.8K $1.44M
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
BUY
 -
12.3K
+ 10.33%
$645K - $707K
131K $9.06M
Jul 28, 2023 Q2 2023
Kendall Capital Management

BUY
 -
11.7K
+ 9.83%
$611K - $670K
130K $8.98M
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
11.5K
+ 3.16%
$600K - $658K
374K $25.8M
Aug 10, 2023 Q2 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
9.08K
+ 4125.0%
$476K - $522K
9.3K $641K
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
8.98K
+ 7.89%
$470K - $516K
123K $8.46M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.49K
+ 5.98%
$393K - $431K
133K $9.16M
Aug 10, 2023 Q2 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
7.36K
+ 4.85%
$386K - $423K
159K $11M
Jul 05, 2023 Q2 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
6.98K
+ 6.03%
$366K - $401K
123K $8.46M
Jul 13, 2023 Q2 2023
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
5.33K
+ 58.65%
$279K - $306K
14.4K $993K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
5.17K
+ 4.54%
$271K - $297K
119K $8.2M
Jul 17, 2023 Q2 2023
Cmh Wealth Management LLC

BUY
 -
4.34K
+ 2.33%
$227K - $249K
190K $13.1M
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
4.2K
+ 21.98%
$220K - $241K
23.3K $1.61M
Jul 24, 2023 Q2 2023
Wealthpoint, LLC

BUY
 -
4.13K
+ 1.72%
$216K - $237K
244K $16.8M
Aug 07, 2023 Q2 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
3.92K
+ 103.85%
$205K - $225K
7.69K $530K
Jul 24, 2023 Q2 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
3.89K
New
$204K - $223K
3.89K $268K
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
3.85K
+ 69.67%
$202K - $221K
9.37K $646K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
3.78K
New
$198K - $217K
3.78K $261K
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

BUY
 -
3.01K
+ 0.91%
$158K - $173K
334K $23M
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.94K
New
$102K - $111K
1.94K $134K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.77K
+ 151.15%
$92.9K - $102K
2.95K $203K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.67K
+ 10.45%
$87.7K - $96.2K
17.7K $1.22M
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
1.45K
+ 18.82%
$75.8K - $83.2K
9.14K $630K
Jul 27, 2023 Q2 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
1.22K
+ 2.01%
$63.8K - $69.9K
61.8K $4.26M
Jul 18, 2023 Q2 2023
Little House Capital LLC

Braintree, MA
BUY
 -
1.15K
+ 24.49%
$60.4K - $66.3K
5.86K $404K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.1K
+ 28.59%
$57.4K - $62.9K
4.93K $340K
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
897
+ 10.49%
$47K - $51.6K
9.45K $652K
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
889
+ 73.29%
$46.6K - $51.1K
2.1K $145K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
879
+ 6.8%
$46.1K - $50.5K
13.8K $952K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
854
+ 10.33%
$44.8K - $49.1K
9.12K $629K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
754
New
$39.5K - $43.3K
754 $52K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
745
+ 0.38%
$39K - $42.8K
199K $13.7M
Aug 10, 2023 Q2 2023
Treynor Bancshares, Inc.

BUY
 -
725
+ 8.95%
$38K - $41.7K
8.83K $609K
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
656
+ 25.4%
$34.4K - $37.7K
3.24K $223K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
598
New
$31.3K - $34.4K
598 $41.2K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
484
+ 1.11%
$25.4K - $27.8K
44K $3.04M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
369
New
$19.3K - $21.2K
369 $25.4K
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
365
+ 3.05%
$19.1K - $21K
12.3K $849K

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