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 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 12.41% |
$59.6K - $66.5K
|
9.18K
$642K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
976+ 8.39% |
$57.4K - $64K
|
12.6K
$882K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
965+ 5.86% |
$56.7K - $63.3K
|
17.4K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
964+ 9.36% |
$56.7K - $63.2K
|
11.3K
$787K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
950New |
$55.8K - $62.3K
|
950
$66.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
876+ 12.32% |
$51.5K - $57.5K
|
7.99K
$558K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
830+ 7.76% |
$48.8K - $54.5K
|
11.5K
$806K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
782+ 12.96% |
$46K - $51.3K
|
6.82K
$477K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
782+ 12.23% |
$46K - $51.3K
|
7.18K
$502K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
778+ 28.54% |
$45.7K - $51K
|
3.5K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
770+ 0.23% |
$45.3K - $50.5K
|
337K
$23.6M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
761+ 5.52% |
$44.7K - $49.9K
|
14.5K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
682+ 24.04% |
$40.1K - $44.7K
|
3.52K
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
643+ 2.29% |
$37.8K - $42.2K
|
28.8K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
607New |
$35.7K - $39.8K
|
607
$42.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
505+ 7.75% |
$29.7K - $33.1K
|
7.02K
$491K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
470+ 20.01% |
$27.6K - $30.8K
|
2.82K
$197K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
412New |
$24.2K - $27K
|
412
$28.8K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
325+ 1.63% |
$19.1K - $21.3K
|
20.3K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
269+ 1.13% |
$15.8K - $17.6K
|
24.2K
$1.69M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
269+ 1.13% |
$15.8K - $17.6K
|
24.2K
$1.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
263+ 5.89% |
$15.5K - $17.3K
|
4.73K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$11.8K - $13.1K
|
200
$14K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
180+ 45.8% |
$10.6K - $11.8K
|
573
$40.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
140+ 2.05% |
$8.23K - $9.19K
|
6.98K
$488K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
124+ 2.79% |
$7.29K - $8.14K
|
4.57K
$319K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
81+ 0.44% |
$4.76K - $5.31K
|
18.6K
$1.3M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
75New |
$4.41K - $4.92K
|
75
$5.24K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
63New |
$3.7K - $4.13K
|
63
$4.4K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
55+ 1.21% |
$3.23K - $3.61K
|
4.62K
$323K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.97% |
$764 - $853
|
673
$47.1K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12New |
$705 - $787
|
12
$839
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$58.8 - $65.6
|
4.35K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9- 0.26% |
$529 - $590
|
3.5K
$244K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-31- 4.5% |
$1.82K - $2.03K
|
658
$46K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-37- 0.89% |
$2.17K - $2.43K
|
4.1K
$287K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-55- 2.45% |
$3.23K - $3.61K
|
2.19K
$153K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-121- 1.14% |
$7.11K - $7.94K
|
10.5K
$736K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-218- 5.36% |
$12.8K - $14.3K
|
3.85K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-246- 10.93% |
$14.5K - $16.1K
|
2K
$140K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-453- 1.52% |
$26.6K - $29.7K
|
29.3K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-606- 13.56% |
$35.6K - $39.8K
|
3.86K
$270K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-618- 7.34% |
$36.3K - $40.5K
|
7.8K
$545K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-695- 0.16% |
$40.9K - $45.6K
|
424K
$29.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-843- 5.77% |
$49.6K - $55.3K
|
13.8K
$963K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.33K- 1.98% |
$77.9K - $87K
|
65.5K
$4.58M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.47K- 3.24% |
$86.5K - $96.6K
|
43.9K
$3.07M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.52K- 13.05% |
$89.2K - $99.5K
|
10.1K
$707K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 1.09% |
$112K - $125K
|
173K
$12.1M
|