Purchases and Sales Made in Q2 2024 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
486KNew |
$29.3M - $31.7M
|
486K
$34M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
352KNew |
$21.2M - $23M
|
352K
$24.6M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
292KNew |
$17.6M - $19M
|
292K
$20.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
194KNew |
$11.7M - $12.6M
|
194K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
187KNew |
$11.3M - $12.2M
|
187K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51.3K+ 432.34% |
$3.1M - $3.34M
|
63.2K
$4.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.9K+ 429.86% |
$2.83M - $3.06M
|
57.9K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
46.5K+ 25.25% |
$2.81M - $3.03M
|
231K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.7KNew |
$2.76M - $2.98M
|
45.7K
$3.19M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
44.5K+ 177.26% |
$2.69M - $2.9M
|
69.6K
$4.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.2K+ 12.38% |
$2.67M - $2.88M
|
401K
$28M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
38K+ 1167.83% |
$2.29M - $2.48M
|
41.2K
$2.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
35.7K+ 14.12% |
$2.16M - $2.33M
|
289K
$20.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.5K+ 250.25% |
$2.08M - $2.25M
|
48.2K
$3.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32.6K+ 309.11% |
$1.97M - $2.12M
|
43.1K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 48.04% |
$1.9M - $2.05M
|
97K
$6.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.4KNew |
$1.59M - $1.72M
|
26.4K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
21.9K+ 4.04% |
$1.32M - $1.43M
|
564K
$39.4M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
18.1KNew |
$1.09M - $1.18M
|
18.1K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
16.2KNew |
$978K - $1.06M
|
16.2K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
16K+ 6.94% |
$966K - $1.04M
|
247K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 2.74% |
$929K - $1M
|
577K
$40.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.3K+ 13.72% |
$921K - $995K
|
126K
$8.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
15.1K+ 534.37% |
$909K - $982K
|
17.9K
$1.25M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 59.69% |
$871K - $941K
|
38.6K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 59.69% |
$871K - $941K
|
38.6K
$2.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14.3K+ 79.79% |
$861K - $930K
|
32.1K
$2.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
14.1K+ 39.06% |
$852K - $920K
|
50.3K
$3.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 28.94% |
$833K - $900K
|
61.5K
$4.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 139.64% |
$822K - $889K
|
23.4K
$1.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.8K+ 167.41% |
$709K - $766K
|
18.8K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$641K - $692K
|
10.6K
$743K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
10.6K+ 6.73% |
$639K - $691K
|
168K
$11.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.3KNew |
$623K - $674K
|
10.3K
$722K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.73K+ 67.03% |
$587K - $634K
|
24.2K
$1.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.08K+ 1718.2% |
$427K - $461K
|
7.49K
$524K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6.95K+ 12.92% |
$420K - $453K
|
60.8K
$4.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.06K+ 18.14% |
$365K - $395K
|
39.5K
$2.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.36K+ 8.28% |
$263K - $284K
|
57K
$3.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.2KNew |
$253K - $274K
|
4.2K
$294K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.9K+ 18.82% |
$236K - $254K
|
24.6K
$1.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.57K+ 26.58% |
$215K - $233K
|
17K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.27KNew |
$197K - $213K
|
3.27K
$229K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.27KNew |
$197K - $213K
|
3.27K
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.99K+ 272.0% |
$181K - $195K
|
4.09K
$286K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.98K+ 33.38% |
$180K - $195K
|
11.9K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.66K+ 1.8% |
$161K - $173K
|
151K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.58K+ 7.17% |
$156K - $168K
|
38.6K
$2.7M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.34KNew |
$141K - $152K
|
2.34K
$163K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.24K+ 15.26% |
$135K - $146K
|
16.9K
$1.18M
|