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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.24K+ 6.28% |
$135K - $146K
|
37.9K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.48K+ 3.36% |
$89.1K - $96.2K
|
45.4K
$3.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.39K+ 7.93% |
$83.6K - $90.3K
|
18.9K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.33K+ 6.62% |
$80.3K - $86.8K
|
21.4K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.25K+ 31.48% |
$75.3K - $81.4K
|
5.21K
$364K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.22K+ 39.07% |
$73.4K - $79.3K
|
4.33K
$303K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.11K+ 6.43% |
$66.7K - $72.1K
|
18.3K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.03K+ 31.77% |
$62K - $67K
|
4.26K
$298K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.02K+ 8.82% |
$61.3K - $66.2K
|
12.5K
$877K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
989+ 0.75% |
$59.7K - $64.5K
|
133K
$9.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
955+ 27.32% |
$57.6K - $62.3K
|
4.45K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
935+ 22.8% |
$56.4K - $61K
|
5.04K
$352K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
770+ 4.14% |
$46.5K - $50.2K
|
19.4K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
754New |
$45.5K - $49.2K
|
754
$52.7K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
696+ 10.7% |
$42K - $45.4K
|
7.2K
$504K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
671+ 7.86% |
$40.5K - $43.7K
|
9.21K
$644K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
630+ 2.69% |
$38K - $41.1K
|
24.1K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
359+ 11.37% |
$21.7K - $23.4K
|
3.52K
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
351+ 4.6% |
$21.2K - $22.9K
|
7.98K
$558K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
348+ 4.99% |
$21K - $22.7K
|
7.33K
$512K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
235New |
$14.2K - $15.3K
|
235
$16.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
178+ 8.12% |
$10.7K - $11.6K
|
2.37K
$166K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
164New |
$9.9K - $10.7K
|
164
$11.5K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
130+ 1.96% |
$7.84K - $8.47K
|
6.76K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125New |
$7.54K - $8.15K
|
125
$8.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
106+ 0.14% |
$6.4K - $6.91K
|
73.7K
$5.16M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
75New |
$4.53K - $4.89K
|
75
$5.24K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
69+ 0.48% |
$4.16K - $4.5K
|
14.5K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40+ 0.15% |
$2.41K - $2.61K
|
26.2K
$1.83M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
32+ 0.47% |
$1.93K - $2.09K
|
6.85K
$479K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.32% |
$905 - $978
|
4.74K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12+ 1.26% |
$724 - $782
|
962
$67.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8+ 0.1% |
$483 - $522
|
8.16K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2+ 0.02% |
$121 - $130
|
10.5K
$736K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$60.3 - $65.2
|
4.35K
$304K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.22% |
$60.3 - $65.2
|
451
$31.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$60.3 - $65.2
|
1.71K
$119K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-6- 33.33% |
$362 - $391
|
12
$839
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8- 0.03% |
$483 - $522
|
29.8K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-12- 2.37% |
$724 - $782
|
495
$34.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-23- 0.11% |
$1.39K - $1.5K
|
20.3K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-62- 2.8% |
$3.74K - $4.04K
|
2.15K
$150K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-104- 0.6% |
$6.28K - $6.78K
|
17.3K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-118- 1.51% |
$7.12K - $7.69K
|
7.68K
$537K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-124- 18.42% |
$7.48K - $8.08K
|
549
$38.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-139- 3.61% |
$8.39K - $9.06K
|
3.71K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-150- 3.39% |
$9.05K - $9.78K
|
4.28K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-240- 5.63% |
$14.5K - $15.6K
|
4.02K
$281K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-253- 3.67% |
$15.3K - $16.5K
|
6.65K
$465K
|