Purchases and Sales Made in Q2 2023 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 2023. 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
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
357
+ 2.7%
$18.7K - $20.5K
13.6K $948K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
239
+ 5.01%
$12.5K - $13.7K
5.01K $350K
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
216
+ 3.0%
$11.3K - $12.4K
7.43K $519K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
214
+ 60.8%
$11.2K - $12.3K
566 $39.6K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
204
+ 3.12%
$10.7K - $11.7K
6.74K $471K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
165
+ 0.78%
$8.65K - $9.48K
21.4K $1.5M
Jul 05, 2023 Q2 2023
M&R Capital Management Inc

BUY
 -
100
New
$5.24K - $5.75K
100 $6.99K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
80
+ 1.18%
$4.19K - $4.6K
6.84K $478K
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
22
+ 0.34%
$1.15K - $1.26K
6.41K $448K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
20
+ 0.28%
$1.05K - $1.15K
7.06K $494K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
4
+ 4.35%
$210 - $230
96 $6.71K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
1
+ 0.22%
$52.4 - $57.5
449 $31.4K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

SELL
 -
-9
- 0.19%
$472 - $517
4.63K $324K
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-17
- 0.15%
$891 - $977
11K $771K
Jul 20, 2023 Q2 2023
Pfg Advisors

SELL
 -
-29
- 0.75%
$1.52K - $1.67K
3.85K $269K
Aug 28, 2023 Q2 2023
Dt Investment Partners, LLC

SELL
 -
-55
- 1.46%
$2.88K - $3.16K
3.72K $260K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-58
- 0.17%
$3.04K - $3.33K
35K $2.45M
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-59
- 0.29%
$3.09K - $3.39K
20.1K $1.41M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-59
- 3.61%
$3.09K - $3.39K
1.58K $110K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-75
- 0.2%
$3.93K - $4.31K
38.2K $2.67M
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-81
- 1.0%
$4.25K - $4.66K
7.99K $559K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-126
- 1.18%
$6.6K - $7.24K
10.5K $736K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

SELL
 -
-131
- 0.27%
$6.87K - $7.53K
48.6K $3.4M
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-163
- 0.92%
$8.54K - $9.37K
17.6K $1.23M
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

SELL
 -
-250
- 5.38%
$13.1K - $14.4K
4.4K $307K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-595
- 1.37%
$31.2K - $34.2K
42.7K $2.99M
Jul 31, 2023 Q2 2023
Means Investment Co., Inc.

SELL
 -
-893
- 4.33%
$46.8K - $51.3K
19.7K $1.38M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

SELL
 -
-893
- 4.93%
$46.8K - $51.3K
17.2K $1.2M
Jul 20, 2023 Q2 2023
Charter Oak Capital Management, LLC

SELL
 -
-1.19K
- 5.02%
$62.5K - $68.6K
22.6K $1.58M
Jul 10, 2023 Q2 2023
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-1.24K
- 19.55%
$65K - $71.3K
5.11K $357K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.31K
- 20.65%
$68.6K - $75.2K
5.03K $351K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-1.47K
- 56.6%
$77K - $84.5K
1.13K $78.8K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-1.62K
- 72.98%
$84.6K - $92.8K
598 $41.8K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-2.88K
- 20.25%
$151K - $166K
11.3K $793K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-3.46K
- 7.01%
$181K - $199K
45.9K $3.21M
Aug 04, 2023 Q2 2023
Lincoln National Corp

SELL
 -
-3.65K
- 11.59%
$191K - $210K
27.8K $1.95M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-4.37K
- 32.04%
$229K - $251K
9.28K $649K
Jul 12, 2023 Q2 2023
Heron Bay Capital Management

SELL
 -
-5.51K
- 28.37%
$289K - $317K
13.9K $973K
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-5.53K
- 2.07%
$290K - $318K
262K $18.3M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

SELL
 -
-5.94K
- 31.09%
$311K - $341K
13.2K $920K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-6K
- 10.84%
$314K - $345K
49.4K $3.45M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-6.58K
- 3.84%
$345K - $378K
165K $11.5M
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-6.81K
- 64.04%
$357K - $391K
3.83K $267K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

SELL
 -
-7.91K
- 34.99%
$414K - $454K
14.7K $1.03M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

SELL
 -
-10.4K
- 5.52%
$547K - $600K
179K $12.5M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-11K
- 65.7%
$579K - $635K
5.77K $403K
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
SELL
 -
-15.3K
- 10.4%
$800K - $877K
131K $9.19M
Jul 11, 2023 Q2 2023
Advisory Resource Group

SELL
 -
-18.3K
- 8.37%
$961K - $1.05M
201K $14M

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