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 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
226+ 2.85% |
$11.8K - $13.7K
|
8.15K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
197+ 81.74% |
$10.3K - $11.9K
|
438
$30.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
150+ 50.34% |
$7.82K - $9.07K
|
448
$31.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
127New |
$6.62K - $7.68K
|
127
$8.88K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
119+ 0.24% |
$6.2K - $7.19K
|
49.4K
$3.45M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
111+ 2.98% |
$5.79K - $6.71K
|
3.83K
$268K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
64+ 0.58% |
$3.34K - $3.87K
|
11K
$772K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
18+ 0.22% |
$939 - $1.09K
|
8.11K
$567K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
15+ 0.07% |
$782 - $907
|
20.6K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$521 - $604
|
10
$699
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
9+ 100.0% |
$469 - $544
|
18
$1.26K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
7+ 0.58% |
$365 - $423
|
1.21K
$84.8K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$104 - $121
|
4.64K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.28% |
$52.1 - $60.4
|
352
$24.6K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$52.1 - $60.4
|
4.35K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-5- 0.06% |
$261 - $302
|
9.08K
$635K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16- 0.04% |
$834 - $967
|
43.3K
$3.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-59- 0.69% |
$3.08K - $3.57K
|
8.55K
$598K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-90- 0.99% |
$4.69K - $5.44K
|
8.98K
$628K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-164- 0.52% |
$8.55K - $9.91K
|
31.5K
$2.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-199- 3.48% |
$10.4K - $12K
|
5.53K
$386K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-226- 2.77% |
$11.8K - $13.7K
|
7.92K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-229- 3.15% |
$11.9K - $13.8K
|
7.04K
$492K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-337- 65.95% |
$17.6K - $20.4K
|
174
$12.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-424- 6.09% |
$22.1K - $25.6K
|
6.53K
$457K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-462- 10.64% |
$24.1K - $27.9K
|
3.88K
$271K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-500- 6.76% |
$26.1K - $30.2K
|
6.9K
$482K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-580- 14.29% |
$30.2K - $35.1K
|
3.48K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.07K- 16.79% |
$55.9K - $64.8K
|
5.31K
$371K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 13.7% |
$66.8K - $77.5K
|
8.07K
$565K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.48K- 5.87% |
$77.4K - $89.7K
|
23.8K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 10.38% |
$82.4K - $95.5K
|
13.6K
$954K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.99K- 8.56% |
$104K - $120K
|
21.2K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.3K- 32.81% |
$120K - $139K
|
4.71K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.51K- 15.95% |
$131K - $151K
|
13.2K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.29K- 32.83% |
$171K - $199K
|
6.72K
$470K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.34K- 14.2% |
$174K - $202K
|
20.2K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.65K- 18.56% |
$190K - $221K
|
16K
$1.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.11K- 53.0% |
$266K - $309K
|
4.53K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.15K- 30.18% |
$321K - $372K
|
14.2K
$995K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.11K- 6.38% |
$423K - $490K
|
119K
$8.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9.87K- 97.82% |
$514K - $596K
|
220
$15.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.88K- 48.17% |
$515K - $597K
|
10.6K
$744K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.3K- 5.36% |
$590K - $684K
|
200K
$14M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-12.7K- 83.13% |
$664K - $769K
|
2.58K
$181K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-18.5K- 49.18% |
$964K - $1.12M
|
19.1K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.7K- 25.22% |
$973K - $1.13M
|
55.4K
$3.87M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.5K- 84.23% |
$1.02M - $1.18M
|
3.65K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.5K- 36.85% |
$1.07M - $1.24M
|
35.1K
$2.45M
|