Purchases and Sales Made in Q1 2024 in Proshares Tr Russell 2000 Divi (SMDV)
This table provides information about the institutional ownership of Proshares Tr Russell 2000 Divi (SMDV) during Q1 2024. The information is specifically focused on institutions that hold shares of PROSHARES TR RUSSELL 2000 DIVI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
126+ 0.7% |
$7.59K - $8.18K
|
18.2K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
113+ 0.44% |
$6.8K - $7.34K
|
25.8K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
108+ 1.98% |
$6.5K - $7.01K
|
5.57K
$378K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
90New |
$5.42K - $5.85K
|
90
$6.11K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
53+ 147.22% |
$3.19K - $3.44K
|
89
$6.04K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
39+ 0.47% |
$2.35K - $2.53K
|
8.38K
$569K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
29+ 1.56% |
$1.75K - $1.88K
|
1.89K
$129K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16+ 0.23% |
$963 - $1.04K
|
7.05K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13+ 0.12% |
$783 - $844
|
11.3K
$764K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10+ 0.23% |
$602 - $650
|
4.33K
$294K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.46% |
$421 - $455
|
1.52K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.1% |
$120 - $130
|
1.91K
$130K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.06% |
$120 - $130
|
3.44K
$234K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.28% |
$60.2 - $65
|
357
$24.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-10- 15.38% |
$602 - $650
|
55
$3.74K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-30- 0.56% |
$1.81K - $1.95K
|
5.37K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-63- 1.62% |
$3.79K - $4.09K
|
3.83K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-73- 0.55% |
$4.39K - $4.74K
|
13.2K
$898K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-119- 29.82% |
$7.16K - $7.73K
|
280
$19K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-140- 2.15% |
$8.43K - $9.09K
|
6.36K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-149- 2.97% |
$8.97K - $9.68K
|
4.87K
$331K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-165- 5.94% |
$9.93K - $10.7K
|
2.61K
$178K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-174- 2.34% |
$10.5K - $11.3K
|
7.27K
$493K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-229- 1.12% |
$13.8K - $14.9K
|
20.2K
$1.37M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-233- 2.97% |
$14K - $15.1K
|
7.61K
$517K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-320- 7.35% |
$19.3K - $20.8K
|
4.04K
$274K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-342- 5.83% |
$20.6K - $22.2K
|
5.53K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-433- 9.3% |
$26.1K - $28.1K
|
4.22K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-526- 4.88% |
$31.7K - $34.2K
|
10.3K
$697K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-582- 2.05% |
$35K - $37.8K
|
27.8K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-676- 4.27% |
$40.7K - $43.9K
|
15.2K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-679- 12.06% |
$40.9K - $44.1K
|
4.95K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-974- 0.81% |
$58.6K - $63.3K
|
120K
$8.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.16K- 23.49% |
$69.7K - $75.1K
|
3.77K
$256K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.19K- 25.3% |
$71.6K - $77.3K
|
3.51K
$239K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.23K- 15.52% |
$73.7K - $79.6K
|
6.67K
$453K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.77K- 2.58% |
$107K - $115K
|
67K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.88K- 15.77% |
$113K - $122K
|
10.1K
$683K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.47K- 4.67% |
$149K - $161K
|
50.5K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-2.64K- 15.64% |
$159K - $171K
|
14.2K
$966K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.65K- 39.76% |
$160K - $172K
|
4.02K
$273K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2.95K- 96.69% |
$178K - $192K
|
101
$6.86K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-4.02K- 27.65% |
$242K - $261K
|
10.5K
$714K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.59K- 9.32% |
$276K - $298K
|
44.7K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.61K- 1.86% |
$518K - $559K
|
453K
$30.8M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.87K- 30.56% |
$534K - $576K
|
20.2K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 65.01% |
$615K - $664K
|
5.5K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.5K- 14.63% |
$630K - $680K
|
61.1K
$4.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 12.91% |
$786K - $848K
|
88.1K
$5.98M
|