Purchases and Sales Made in Q1 2024 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q1 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
304K+ 118.51% |
$17.8M - $19.9M
|
560K
$39.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 428.28% |
$11.1M - $12.4M
|
233K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
137K+ 291.11% |
$8.07M - $9M
|
184K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.8K+ 27.86% |
$4.57M - $5.1M
|
357K
$25M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
52.4K+ 10.28% |
$3.08M - $3.44M
|
562K
$39.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
51.9K+ 10.59% |
$3.05M - $3.4M
|
542K
$37.9M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
49.4K+ 3.18% |
$2.91M - $3.24M
|
1.6M
$112M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.7KNew |
$2.8M - $3.13M
|
47.7K
$3.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44.6K+ 21.4% |
$2.62M - $2.93M
|
253K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
39.7K+ 26.82% |
$2.33M - $2.6M
|
188K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.9K+ 53.72% |
$2.28M - $2.55M
|
111K
$7.77M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
29.4K+ 9.99% |
$1.73M - $1.93M
|
324K
$22.6M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
28.2K+ 42.46% |
$1.66M - $1.85M
|
94.6K
$6.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.7KNew |
$1.22M - $1.36M
|
20.7K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.7KNew |
$1.22M - $1.36M
|
20.7K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
17.9KNew |
$1.05M - $1.17M
|
17.9K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.7KNew |
$1.04M - $1.16M
|
17.7K
$1.24M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
16.2K+ 7.57% |
$953K - $1.06M
|
231K
$16.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15.3K+ 11.48% |
$897K - $1M
|
148K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
11.5KNew |
$675K - $753K
|
11.5K
$803K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
9.02K+ 6.08% |
$530K - $592K
|
157K
$11M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8.24K+ 18.07% |
$484K - $540K
|
53.8K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.2K+ 13.82% |
$482K - $538K
|
67.6K
$4.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.15KNew |
$479K - $535K
|
8.15K
$570K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.03K+ 87.45% |
$472K - $527K
|
17.2K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.89K+ 119.23% |
$464K - $518K
|
14.5K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
7.18K+ 4.1% |
$422K - $471K
|
182K
$12.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.6K+ 81.39% |
$388K - $433K
|
14.7K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.49K+ 172.91% |
$382K - $426K
|
10.2K
$716K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.12K+ 168.01% |
$360K - $401K
|
9.76K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
5K+ 65.95% |
$294K - $328K
|
12.6K
$880K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.97KNew |
$233K - $260K
|
3.97K
$277K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.55KNew |
$208K - $233K
|
3.55K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.45K+ 10.72% |
$203K - $226K
|
35.6K
$2.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.24KNew |
$190K - $212K
|
3.24K
$226K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.16KNew |
$186K - $207K
|
3.16K
$221K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.11KNew |
$183K - $204K
|
3.11K
$218K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.01K+ 28.82% |
$177K - $197K
|
13.4K
$939K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.45K+ 60.51% |
$144K - $161K
|
6.51K
$455K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
2.45K+ 11.64% |
$144K - $160K
|
23.4K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.03K+ 23.78% |
$119K - $133K
|
10.5K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.94KNew |
$114K - $127K
|
1.94K
$136K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.77K+ 11.3% |
$104K - $116K
|
17.5K
$1.22M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$101K - $112K
|
1.71K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.57K+ 5.56% |
$92.3K - $103K
|
29.8K
$2.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.55K+ 11.76% |
$90.9K - $101K
|
14.7K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.15K+ 17.81% |
$67.8K - $75.7K
|
7.63K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1KNew |
$64.7K - $72.2K
|
1.1K
$76.9K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.08K+ 44.18% |
$63.5K - $70.9K
|
3.53K
$247K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.05K+ 2.03% |
$61.6K - $68.8K
|
52.7K
$3.68M
|