Purchases and Sales Made in Q2 2022 in Ishares Tr Russell 2500 ETF (SMMD)

SMMD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q2 2022. 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
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
390K
+ 895.95%
$19.5M - $24.5M
433K $30.3M
Jul 14, 2022 Q2 2022
Brio Consultants, LLC

BUY
 -
315K
New
$15.8M - $19.9M
315K $22.1M
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
179K
New
$8.99M - $11.3M
179K $12.5M
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
178K
+ 83.98%
$8.94M - $11.2M
391K $27.3M
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
58.1K
+ 40.24%
$2.91M - $3.66M
202K $14.2M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
54.1K
New
$2.71M - $3.41M
54.1K $3.78M
Aug 12, 2022 Q2 2022
Little House Capital LLC

Braintree, MA
BUY
 -
49.8K
+ 49.54%
$2.5M - $3.14M
150K $10.5M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
30.8K
+ 30.35%
$1.54M - $1.94M
132K $9.26M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
28.4K
+ 142.43%
$1.42M - $1.79M
48.3K $3.38M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
27.3K
+ 13.68%
$1.37M - $1.72M
226K $15.8M
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
24.6K
+ 48.41%
$1.23M - $1.55M
75.3K $5.27M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
BUY
 -
24K
New
$1.2M - $1.51M
24K $1.68M
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

BUY
 -
21.1K
+ 10.41%
$1.06M - $1.33M
224K $15.6M
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
BUY
 -
21K
New
$1.05M - $1.33M
21K $1.47M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
20.4K
+ 72.42%
$1.02M - $1.28M
48.6K $3.4M
Aug 03, 2022 Q2 2022
F Dx Advisors, Inc.

BUY
 -
19.8K
New
$993K - $1.25M
19.8K $1.38M
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
18.7K
New
$935K - $1.17M
18.7K $1.3M
Jul 29, 2022 Q2 2022
Kendall Capital Management

BUY
 -
17.1K
+ 32.52%
$855K - $1.07M
69.5K $4.86M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
16.7K
+ 284.77%
$839K - $1.05M
22.6K $1.58M
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
16.4K
+ 42.91%
$821K - $1.03M
54.6K $3.82M
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
11K
New
$553K - $695K
11K $772K
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
9.35K
+ 21.64%
$469K - $589K
52.6K $3.68M
Aug 10, 2022 Q2 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
9.35K
+ 114.4%
$469K - $589K
17.5K $1.23M
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

BUY
 -
9.32K
+ 213.47%
$467K - $587K
13.7K $957K
Jul 08, 2022 Q2 2022
Bremer Bank National Association

BUY
 -
9.07K
New
$454K - $571K
9.07K $634K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
8.64K
New
$433K - $544K
8.64K $604K
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
8.28K
New
$415K - $521K
8.28K $579K
Aug 02, 2022 Q2 2022
Mount Yale Investment Advisors, LLC

BUY
 -
6.62K
New
$332K - $417K
6.62K $463K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.15K
+ 15.18%
$308K - $387K
46.7K $3.26M
Jul 18, 2022 Q2 2022
Wealthpoint, LLC

BUY
 -
5.6K
+ 2.91%
$281K - $353K
198K $13.9M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.45K
+ 13.7%
$273K - $343K
45.2K $3.16M
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
5.21K
+ 260300.0%
$261K - $328K
5.21K $364K
Jul 21, 2022 Q2 2022
Advisory Resource Group

BUY
 -
5.17K
+ 3.56%
$259K - $326K
151K $10.5M
Jul 21, 2022 Q2 2022
Means Investment Co., Inc.

BUY
 -
5.04K
+ 25.43%
$253K - $317K
24.9K $1.74M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
4.77K
+ 53.28%
$239K - $300K
13.7K $959K
Aug 15, 2022 Q2 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
4.7K
+ 3.97%
$236K - $296K
123K $8.6M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.44K
New
$223K - $280K
4.44K $311K
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
3.92K
New
$197K - $247K
3.92K $274K
Aug 15, 2022 Q2 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
3.46K
+ 38.23%
$174K - $218K
12.5K $876K
Aug 11, 2022 Q2 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
3.35K
New
$168K - $211K
3.35K $234K
Aug 12, 2022 Q2 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
3.23K
+ 5.83%
$162K - $203K
58.7K $4.11M
Jul 22, 2022 Q2 2022
High Tower Trust Services, Lta

BUY
 -
2.34K
New
$117K - $148K
2.34K $164K
Aug 11, 2022 Q2 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
1.81K
+ 19.82%
$90.7K - $114K
10.9K $765K
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.62K
+ 6.27%
$81.1K - $102K
27.4K $1.92M
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.53K
+ 38.28%
$76.8K - $96.5K
5.53K $387K
Jul 13, 2022 Q2 2022
Pfg Advisors

BUY
 -
1.19K
+ 34.04%
$59.7K - $75K
4.69K $328K
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.11K
+ 18.46%
$55.7K - $70K
7.14K $499K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
958
+ 8.84%
$48K - $60.3K
11.8K $825K
Aug 15, 2022 Q2 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
787
+ 3.57%
$39.4K - $49.5K
22.9K $1.6M

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