Purchases and Sales Made in Q2 2025 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q2 2025. 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 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.93MNew |
$161M - $199M
|
2.93M
$213M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
227K+ 431.24% |
$12.5M - $15.4M
|
280K
$20.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
116K+ 181.8% |
$6.37M - $7.87M
|
180K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
116KNew |
$6.35M - $7.85M
|
116K
$8.44M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
93.3K+ 337.18% |
$5.12M - $6.33M
|
121K
$8.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
76.2K+ 13.99% |
$4.18M - $5.17M
|
621K
$45.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
46.9K+ 16.97% |
$2.57M - $3.18M
|
323K
$23.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.7K+ 21.9% |
$1.68M - $2.08M
|
171K
$12.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30.6KNew |
$1.68M - $2.08M
|
30.6K
$2.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
29.9K+ 219.9% |
$1.64M - $2.02M
|
43.5K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
29.2K+ 20.59% |
$1.6M - $1.98M
|
171K
$12.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
26.9K+ 461.13% |
$1.48M - $1.83M
|
32.8K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.2K+ 19.88% |
$1.44M - $1.78M
|
158K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$1.41M - $1.74M
|
25.6K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.6K+ 36.77% |
$1.4M - $1.73M
|
95K
$6.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
24.7K+ 92.46% |
$1.35M - $1.67M
|
51.4K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.6K+ 42.18% |
$1.35M - $1.67M
|
82.9K
$6.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
23.9K+ 37.19% |
$1.31M - $1.62M
|
88.2K
$6.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.4K+ 4.44% |
$1.17M - $1.45M
|
503K
$36.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19.4K+ 8.93% |
$1.06M - $1.31M
|
236K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
12.9K+ 26.26% |
$708K - $876K
|
62.1K
$4.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 18.9% |
$619K - $765K
|
71K
$5.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$614K - $760K
|
11.2K
$816K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.8K+ 1.34% |
$590K - $729K
|
816K
$59.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 17.69% |
$584K - $722K
|
70.8K
$5.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
9.88K+ 298.19% |
$541K - $670K
|
13.2K
$961K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.79K+ 6.85% |
$536K - $663K
|
153K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
8.98KNew |
$492K - $608K
|
8.98K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.84K+ 236.23% |
$485K - $599K
|
12.6K
$916K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.6KNew |
$471K - $583K
|
8.6K
$626K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.59K+ 10.28% |
$471K - $582K
|
92.2K
$6.71M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.45K+ 12.17% |
$463K - $573K
|
77.9K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.21K+ 37.41% |
$450K - $556K
|
30.1K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.13K+ 60.45% |
$446K - $551K
|
21.6K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.66K+ 22.67% |
$420K - $519K
|
41.5K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
7.46K+ 2.46% |
$409K - $505K
|
310K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.95K+ 24.01% |
$381K - $471K
|
35.9K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
6.74K+ 20.92% |
$369K - $457K
|
38.9K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.41K+ 4.84% |
$351K - $434K
|
139K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.7KNew |
$312K - $386K
|
5.7K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
5.17K+ 303.64% |
$283K - $350K
|
6.87K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5KNew |
$274K - $339K
|
5K
$364K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.85KNew |
$266K - $329K
|
4.85K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.73K+ 299.75% |
$259K - $320K
|
6.3K
$459K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.72K+ 1.88% |
$259K - $320K
|
257K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.33K+ 91.62% |
$237K - $294K
|
9.06K
$660K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.53K+ 48.83% |
$194K - $240K
|
10.8K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.47K+ 19.76% |
$190K - $235K
|
21K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.44K+ 30.4% |
$189K - $233K
|
14.8K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.44K+ 18.33% |
$189K - $233K
|
22.2K
$1.62M
|