Purchases and Sales Made in Q1 2025 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q1 2025. 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 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
203KNew |
$12.5M - $14.5M
|
203K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
141K+ 10.31% |
$8.66M - $10M
|
1.5M
$88.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
98.3K+ 22.02% |
$6.05M - $7.01M
|
545K
$32M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
80.7K+ 83.71% |
$4.97M - $5.75M
|
177K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
29.4K+ 15.45% |
$1.81M - $2.1M
|
220K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.7K+ 18.27% |
$1.33M - $1.55M
|
140K
$8.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 33.29% |
$1.07M - $1.24M
|
69.5K
$4.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15.8K+ 47.09% |
$970K - $1.12M
|
49.2K
$2.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
13.6KNew |
$836K - $968K
|
13.6K
$798K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.3K+ 28.5% |
$203K - $235K
|
14.9K
$875K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 19.32% |
$66.7K - $77.2K
|
6.69K
$393K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 1.96% |
$65.4K - $75.8K
|
55.3K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
875+ 4.79% |
$53.9K - $62.4K
|
19.2K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
822New |
$50.6K - $58.6K
|
822
$48.3K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
224+ 6.05% |
$13.8K - $16K
|
3.93K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
170+ 11.93% |
$10.5K - $12.1K
|
1.6K
$93.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.61% |
$61.6 - $71.3
|
166
$9.75K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-48- 1.44% |
$2.95K - $3.42K
|
3.28K
$192K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-50- 0.63% |
$3.08K - $3.56K
|
7.87K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-464- 0.18% |
$28.6K - $33.1K
|
258K
$15.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-939- 31.94% |
$57.8K - $66.9K
|
2K
$118K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-994- 6.92% |
$61.2K - $70.8K
|
13.4K
$785K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.99K- 10.95% |
$122K - $142K
|
16.2K
$949K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.02K- 2.82% |
$124K - $144K
|
69.4K
$4.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-4.99K- 31.31% |
$307K - $356K
|
11K
$643K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-6.64K- 24.76% |
$408K - $473K
|
20.2K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.78K- 1.22% |
$417K - $483K
|
548K
$32.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20K- 23.88% |
$1.23M - $1.43M
|
63.9K
$3.75M
|