Purchases and Sales Made in Q3 2022 in Ishares Tr Russell 2500 ETF (SMMD)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
436New |
$21.6K - $26.4K
|
436
$30.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
400New |
$19.8K - $24.2K
|
400
$28K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
371+ 3.33% |
$18.4K - $22.4K
|
11.5K
$805K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
343+ 7.72% |
$17K - $20.7K
|
4.79K
$335K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
334New |
$16.6K - $20.2K
|
334
$23.4K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
227+ 6.77% |
$11.3K - $13.7K
|
3.58K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
177+ 90.77% |
$8.78K - $10.7K
|
372
$26K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
128+ 2.86% |
$6.35K - $7.74K
|
4.6K
$321K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
91+ 0.82% |
$4.51K - $5.5K
|
11.1K
$778K
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
80+ 0.94% |
$3.97K - $4.84K
|
8.56K
$599K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76+ 0.56% |
$3.77K - $4.6K
|
13.8K
$962K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
64+ 0.08% |
$3.17K - $3.87K
|
84K
$5.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44+ 0.8% |
$2.18K - $2.66K
|
5.58K
$390K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$99.2 - $121
|
4.35K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$49.6 - $60.5
|
1.6K
$112K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-20Closed |
$992 - $1.21K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-38- 0.07% |
$1.88K - $2.3K
|
54.5K
$3.81M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-84- 0.71% |
$4.17K - $5.08K
|
11.7K
$819K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.07% |
$4.56K - $5.56K
|
123K
$8.59M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-160- 2.99% |
$7.93K - $9.68K
|
5.2K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-162- 0.67% |
$8.03K - $9.8K
|
24.1K
$1.68M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-171- 3.64% |
$8.48K - $10.3K
|
4.52K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-366- 7.23% |
$18.1K - $22.1K
|
4.7K
$328K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 78.4% |
$53.5K - $65.2K
|
297
$20.8K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.06K- 16.41% |
$102K - $124K
|
10.5K
$732K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.87K- 29.5% |
$142K - $173K
|
6.85K
$479K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.47K- 19.83% |
$172K - $210K
|
14K
$982K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.51K- 7.76% |
$174K - $212K
|
41.7K
$2.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-4.44K- 2.19% |
$220K - $268K
|
198K
$13.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.17K- 2.69% |
$256K - $312K
|
187K
$13.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.57K- 11.53% |
$276K - $337K
|
42.7K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.16K- 27.24% |
$306K - $373K
|
16.5K
$1.15M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.56K- 47.48% |
$325K - $397K
|
7.26K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.18K- 3.9% |
$405K - $494K
|
202K
$14.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.81K- 32.12% |
$437K - $533K
|
18.6K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-12.7K- 26.06% |
$628K - $765K
|
35.9K
$2.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.1K- 5.86% |
$650K - $792K
|
211K
$14.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-13.3K- 4.21% |
$659K - $804K
|
302K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.8K- 20.21% |
$2.27M - $2.77M
|
181K
$12.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-175K- 44.88% |
$8.69M - $10.6M
|
215K
$15.1M
|