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 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-281- 49.04% |
$17K - $18.3K
|
292
$20.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-301- 4.19% |
$18.2K - $19.6K
|
6.88K
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-311- 8.88% |
$18.8K - $20.3K
|
3.19K
$223K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-335- 0.12% |
$20.2K - $21.8K
|
285K
$19.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-340- 7.1% |
$20.5K - $22.2K
|
4.45K
$311K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-364- 1.79% |
$22K - $23.7K
|
20K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-382- 8.37% |
$23K - $24.9K
|
4.18K
$293K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-385- 2.95% |
$23.2K - $25.1K
|
12.7K
$886K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-386- 3.36% |
$23.3K - $25.2K
|
11.1K
$776K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-443- 22.11% |
$26.7K - $28.9K
|
1.56K
$109K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-451- 68.54% |
$27.2K - $29.4K
|
207
$14.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-453- 3.59% |
$27.3K - $29.5K
|
12.2K
$850K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-509- 4.97% |
$30.7K - $33.2K
|
9.74K
$681K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-751- 4.46% |
$45.3K - $49K
|
16.1K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-761- 21.57% |
$45.9K - $49.6K
|
2.77K
$193K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-915- 17.42% |
$55.2K - $59.6K
|
4.34K
$303K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1K- 3.47% |
$60.3K - $65.2K
|
27.8K
$1.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 13.41% |
$64.6K - $69.8K
|
6.92K
$483K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.16K- 17.37% |
$69.9K - $75.5K
|
5.51K
$385K
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.82K- 0.69% |
$110K - $118K
|
260K
$18.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.85K- 18.27% |
$111K - $120K
|
8.26K
$578K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.93K- 2.85% |
$116K - $126K
|
65.6K
$4.59M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.95K- 55.44% |
$118K - $127K
|
1.57K
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.64K- 33.58% |
$220K - $238K
|
7.21K
$504K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3.7K- 1.1% |
$223K - $241K
|
334K
$23.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.04K- 1.25% |
$244K - $263K
|
320K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-4.29K- 38.12% |
$259K - $280K
|
6.97K
$487K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.03K- 15.51% |
$364K - $393K
|
32.8K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.37K- 42.58% |
$384K - $415K
|
8.59K
$601K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.99K- 3.48% |
$421K - $455K
|
194K
$13.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-7.66K- 53.06% |
$462K - $499K
|
6.78K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.5K- 5.06% |
$573K - $620K
|
178K
$12.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.92K- 55.93% |
$599K - $647K
|
7.82K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.1K- 7.18% |
$669K - $723K
|
143K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.1K- 63.11% |
$788K - $851K
|
7.63K
$533K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.8K- 9.36% |
$1.32M - $1.42M
|
211K
$14.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-25.4K- 5.98% |
$1.53M - $1.65M
|
399K
$27.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.1K- 6.99% |
$2.36M - $2.55M
|
520K
$36.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.1K- 24.27% |
$2.54M - $2.74M
|
131K
$9.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-260K- 16.19% |
$15.7M - $16.9M
|
1.34M
$94M
|