Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 2500 ETF (SMMD)
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
$421K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
456New |
$26.4K - $30.5K
|
456
$31.9K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
369New |
$21.4K - $24.6K
|
369
$25.8K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
260+ 2.14% |
$15.1K - $17.4K
|
12.4K
$868K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
258+ 7.95% |
$15K - $17.2K
|
3.5K
$245K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
145+ 0.73% |
$8.41K - $9.68K
|
19.9K
$1.39M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
104+ 0.47% |
$6.03K - $6.95K
|
22.1K
$1.54M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
75New |
$4.35K - $5.01K
|
75
$5.24K
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29+ 0.26% |
$1.68K - $1.94K
|
11.2K
$782K
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
29+ 0.91% |
$1.68K - $1.94K
|
3.22K
$225K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.21% |
$1.33K - $1.54K
|
10.9K
$764K
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.1% |
$464 - $534
|
8.17K
$571K
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7+ 0.1% |
$406 - $467
|
7.01K
$490K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-53- 0.98% |
$3.07K - $3.54K
|
5.38K
$376K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-68- 5.41% |
$3.94K - $4.54K
|
1.19K
$83.1K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-374- 4.23% |
$21.7K - $25K
|
8.47K
$592K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-430- 8.97% |
$24.9K - $28.7K
|
4.37K
$305K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-461- 8.48% |
$26.7K - $30.8K
|
4.98K
$348K
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-683- 3.9% |
$39.6K - $45.6K
|
16.8K
$1.18M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-799- 10.99% |
$46.3K - $53.4K
|
6.47K
$452K
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-920- 0.59% |
$53.3K - $61.4K
|
155K
$10.9M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.06KClosed |
$61.3K - $70.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-1.89K- 26.11% |
$110K - $126K
|
5.36K
$375K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.24K- 25.59% |
$130K - $149K
|
6.51K
$455K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.78K- 1.42% |
$161K - $185K
|
192K
$13.4M
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.93K- 5.02% |
$170K - $196K
|
55.5K
$3.88M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.09KClosed |
$179K - $207K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.18KClosed |
$184K - $212K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.39KClosed |
$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
$2.24M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.94KClosed |
$228K - $263K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.12K- 4.64% |
$239K - $275K
|
84.6K
$5.91M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.19KClosed |
$243K - $280K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.21KClosed |
$244K - $281K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.41KClosed |
$256K - $295K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-6.21KClosed |
$360K - $414K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-8.71KClosed |
$505K - $581K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.47KClosed |
$549K - $632K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.6K- 5.86% |
$731K - $842K
|
203K
$14.2M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.3K- 20.43% |
$770K - $887K
|
51.7K
$3.62M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.5KClosed |
$841K - $969K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-14.5K- 6.4% |
$841K - $969K
|
212K
$14.8M
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-15.7K- 27.19% |
$911K - $1.05M
|
42.1K
$2.94M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-21.5K- 33.17% |
$1.24M - $1.43M
|
43.2K
$3.02M
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-44.5K- 27.34% |
$2.58M - $2.97M
|
118K
$8.27M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-71K- 23.66% |
$4.12M - $4.74M
|
229K
$16M
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-85.1KClosed |
$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
$80.6K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-176K- 90.42% |
$10.2M - $11.7M
|
18.6K
$1.3M
|