Purchases and Sales Made in Q2 2022 in Ishares Tr Russell 2500 ETF (SMMD)
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 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
699+ 8.98% |
$35K - $44K
|
8.48K
$593K
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
663+ 9.46% |
$33.2K - $41.7K
|
7.67K
$536K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
558+ 53.65% |
$28K - $35.1K
|
1.6K
$112K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
547+ 6.46% |
$27.4K - $34.4K
|
9.02K
$630K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
461+ 9.27% |
$23.1K - $29K
|
5.44K
$380K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
461+ 9.27% |
$23.1K - $29K
|
5.44K
$380K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
421New |
$21.1K - $26.5K
|
421
$29.4K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
259+ 22.46% |
$13K - $16.3K
|
1.41K
$98.7K
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
239+ 5.65% |
$12K - $15K
|
4.47K
$312K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
212+ 1.94% |
$10.6K - $13.3K
|
11.1K
$779K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
186+ 15.64% |
$9.32K - $11.7K
|
1.38K
$96.1K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
142+ 10.22% |
$7.12K - $8.94K
|
1.53K
$107K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
137New |
$6.87K - $8.63K
|
137
$9.58K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
128+ 58.45% |
$6.42K - $8.06K
|
347
$24.3K
|
|
Aug 08, 2022
Q2 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
34+ 0.02% |
$1.7K - $2.14K
|
155K
$10.9M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.35% |
$100 - $126
|
575
$40.2K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$50.1 - $63
|
5.36K
$375K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13- 0.23% |
$652 - $818
|
5.72K
$400K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-17- 0.02% |
$852 - $1.07K
|
83.9K
$5.87M
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-252- 1.5% |
$12.6K - $15.9K
|
16.6K
$1.16M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-318- 5.91% |
$15.9K - $20K
|
5.06K
$354K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-322- 0.17% |
$16.1K - $20.3K
|
192K
$13.4M
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-365Closed |
$18.3K - $23K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-369Closed |
$18.5K - $23.2K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-430- 9.0% |
$21.6K - $27.1K
|
4.35K
$304K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-456Closed |
$22.9K - $28.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-604- 71.9% |
$30.3K - $38K
|
236
$16.5K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-849- 13.12% |
$42.6K - $53.5K
|
5.62K
$393K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-996- 7.98% |
$49.9K - $62.7K
|
11.5K
$803K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.12KClosed |
$56.1K - $70.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.14KClosed |
$57K - $71.6K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-1.37K- 3.25% |
$68.5K - $86K
|
40.7K
$2.85M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.5K- 88.48% |
$75K - $94.3K
|
195
$13.6K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.86K- 11.84% |
$93K - $117K
|
13.8K
$966K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.82K- 22.5% |
$141K - $177K
|
9.71K
$679K
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-3.22KClosed |
$162K - $203K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.23KClosed |
$162K - $203K
|
0
$0
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.43KClosed |
$172K - $216K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-3.5K- 37.48% |
$175K - $220K
|
5.84K
$408K
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.67KClosed |
$184K - $231K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.86KClosed |
$193K - $243K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.78K- 9.24% |
$240K - $301K
|
47K
$3.28M
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-5.31KClosed |
$266K - $334K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.99K- 20.56% |
$300K - $377K
|
23.1K
$1.62M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.04K- 7.14% |
$303K - $380K
|
78.5K
$5.49M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.51KClosed |
$326K - $410K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.95K- 37.27% |
$348K - $437K
|
11.7K
$817K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10.3K- 29.76% |
$515K - $647K
|
24.2K
$1.7M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.2KClosed |
$560K - $704K
|
0
$0
|