Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
328K
+ 623.0%
$16.2M - $19.8M
380K $26.6M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
201K
+ 45.71%
$9.96M - $12.1M
640K $44.8M
Nov 04, 2022 Q3 2022
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
136K
+ 87.24%
$6.72M - $8.2M
291K $20.3M
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
115K
+ 546.6%
$5.7M - $6.96M
136K $9.51M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
49.4K
+ 91.24%
$2.45M - $2.98M
103K $7.23M
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
41.3K
+ 31.21%
$2.05M - $2.5M
174K $12.1M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
37.7K
New
$1.87M - $2.28M
37.7K $2.64M
Nov 14, 2022 Q3 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
32K
+ 17.86%
$1.59M - $1.94M
211K $14.8M
Oct 18, 2022 Q3 2022
Wealthpoint, LLC

BUY
 -
28.4K
+ 14.33%
$1.41M - $1.72M
226K $15.8M
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
18.3K
+ 4.26%
$907K - $1.11M
448K $31.3M
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
15.4K
New
$765K - $934K
15.4K $1.08M
Nov 01, 2022 Q3 2022
James J. Burns & Company, LLC

Melville, NY
BUY
 -
14.8K
New
$735K - $896K
14.8K $1.04M
Nov 08, 2022 Q3 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
13.3K
+ 22.61%
$658K - $803K
72K $5.03M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
11.2K
New
$556K - $678K
11.2K $784K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
10.5K
+ 89.67%
$520K - $634K
22.2K $1.55M
Nov 14, 2022 Q3 2022
Investmark Advisory Group LLC

BUY
 -
9.91K
New
$491K - $599K
9.91K $693K
Nov 02, 2022 Q3 2022
Kendall Capital Management

BUY
 -
9.3K
+ 13.38%
$461K - $562K
78.8K $5.51M
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
9.06K
+ 12.02%
$449K - $548K
84.4K $5.9M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.4K
+ 17.99%
$416K - $508K
55.1K $3.85M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
7.89K
+ 404.62%
$391K - $477K
9.84K $688K
Nov 14, 2022 Q3 2022
Little House Capital LLC

Braintree, MA
BUY
 -
7.69K
+ 5.11%
$381K - $465K
158K $11.1M
Dec 06, 2022 Q3 2022
Charter Oak Capital Management, LLC

BUY
 -
6.81K
+ 130.68%
$338K - $412K
12K $840K
Nov 14, 2022 Q3 2022
Van Cleef Asset Management,Inc

Beachwood, OH
BUY
 -
5.68K
New
$282K - $344K
5.68K $397K
Oct 19, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
5.12K
New
$254K - $310K
5.12K $358K
Oct 11, 2022 Q3 2022
Advisory Resource Group

BUY
 -
4.92K
+ 3.26%
$244K - $297K
155K $10.9M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.68K
New
$232K - $283K
4.68K $327K
Nov 14, 2022 Q3 2022
Tcwp LLC

Tampa, FL
BUY
 -
4.59K
New
$228K - $278K
4.59K $321K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
4.57K
+ 84.09%
$227K - $276K
10K $700K
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
4.55K
+ 52.68%
$226K - $275K
13.2K $922K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.48K
+ 9.55%
$222K - $271K
51.4K $3.6M
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
4.47K
New
$222K - $270K
4.47K $313K
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.35K
+ 5.53%
$216K - $263K
82.9K $5.8M
Oct 17, 2022 Q3 2022
Means Investment Co., Inc.

BUY
 -
3.68K
+ 14.8%
$182K - $223K
28.5K $2M
Nov 14, 2022 Q3 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
3.26K
New
$162K - $197K
3.26K $228K
Nov 14, 2022 Q3 2022
Dt Investment Partners, LLC

BUY
 -
3.22K
New
$160K - $195K
3.22K $225K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.69K
+ 29.88%
$134K - $163K
11.7K $819K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
2K
New
$99.2K - $121K
2K $140K
Nov 14, 2022 Q3 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
1.78K
+ 16.29%
$88.4K - $108K
12.7K $890K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
1.73K
+ 15.09%
$85.9K - $105K
13.2K $924K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.35K
New
$66.9K - $81.6K
1.35K $94.4K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
1.15K
New
$57K - $69.5K
1.15K $80.3K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
959
New
$47.6K - $58K
959 $67.1K
Nov 07, 2022 Q3 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
736
+ 10.31%
$36.5K - $44.5K
7.87K $550K
Nov 10, 2022 Q3 2022
Carmichael Hill & Associates, Inc.

BUY
 -
716
+ 170.07%
$35.5K - $43.3K
1.14K $79.5K
Nov 14, 2022 Q3 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
696
+ 4.2%
$34.5K - $42.1K
17.3K $1.21M
Nov 10, 2022 Q3 2022
Treynor Bancshares, Inc.

BUY
 -
612
+ 7.98%
$30.3K - $37K
8.28K $579K
Nov 22, 2022 Q3 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
543
+ 2.11%
$26.9K - $32.8K
26.3K $1.84M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
509
New
$25.2K - $30.8K
509 $35.6K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
451
+ 3.29%
$22.4K - $27.3K
14.2K $990K

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