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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.42K- 31.49% |
$142K - $158K
|
5.25K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.44K- 14.04% |
$144K - $160K
|
15K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.52K- 14.87% |
$148K - $165K
|
14.4K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.59K- 6.7% |
$152K - $170K
|
36K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.59K- 44.33% |
$152K - $170K
|
3.25K
$227K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.75K- 5.9% |
$162K - $181K
|
43.9K
$3.07M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.83K- 29.78% |
$166K - $186K
|
6.67K
$466K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.89K- 12.41% |
$170K - $189K
|
20.4K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.89K- 25.28% |
$170K - $190K
|
8.54K
$597K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.04K- 25.4% |
$179K - $200K
|
8.94K
$625K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.55K- 1.74% |
$209K - $233K
|
201K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.16K- 41.12% |
$244K - $273K
|
5.96K
$416K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.3K- 22.94% |
$253K - $282K
|
14.4K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.27K- 6.67% |
$310K - $346K
|
73.6K
$5.15M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.76K- 40.93% |
$338K - $378K
|
8.31K
$581K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.7K- 16.72% |
$394K - $440K
|
33.4K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.68K- 39.3% |
$452K - $504K
|
11.9K
$830K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 41.2% |
$693K - $774K
|
16.8K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.1K- 52.67% |
$710K - $792K
|
10.9K
$759K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.4K- 37.38% |
$848K - $947K
|
24.2K
$1.69M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.3K- 12.07% |
$897K - $1M
|
111K
$7.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-15.3K- 5.54% |
$902K - $1.01M
|
261K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.4K- 32.12% |
$1.08M - $1.21M
|
38.9K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18.8K- 48.35% |
$1.11M - $1.23M
|
20.1K
$1.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 13.33% |
$1.2M - $1.34M
|
132K
$9.25M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.1K- 68.83% |
$1.42M - $1.58M
|
10.9K
$763K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-34.4K- 37.67% |
$2.02M - $2.26M
|
57K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-34.4K- 37.67% |
$2.02M - $2.26M
|
57K
$3.99M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-39.1K- 59.86% |
$2.3M - $2.56M
|
26.2K
$1.83M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-40.1K- 61.47% |
$2.35M - $2.63M
|
25.1K
$1.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-48.8K- 57.42% |
$2.87M - $3.2M
|
36.2K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-59.2K- 17.21% |
$3.48M - $3.89M
|
285K
$19.9M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-131K- 45.93% |
$7.72M - $8.61M
|
155K
$10.8M
|