Purchases and Sales Made in Q3 2023 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 2023. 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 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
92.9K
+ 6.93%
$4.99M - $5.61M
1.43M $100M
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
61.7K
New
$3.32M - $3.73M
61.7K $4.32M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
40K
+ 24.33%
$2.15M - $2.42M
205K $14.3M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
39.7K
+ 8.81%
$2.13M - $2.39M
490K $34.2M
Nov 01, 2023 Q3 2023
Congress Asset Management CO

BUY
 -
28.6K
New
$1.54M - $1.73M
28.6K $2M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
24.9K
+ 18.93%
$1.34M - $1.5M
156K $10.9M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
24.2K
+ 18.22%
$1.3M - $1.46M
157K $11M
Oct 27, 2023 Q3 2023
Klingenstein Fields & CO LP

BUY
 -
22.7K
New
$1.22M - $1.37M
22.7K $1.59M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
17.6K
+ 248.8%
$944K - $1.06M
24.6K $1.72M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
16.5K
New
$885K - $994K
16.5K $1.15M
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
9.64K
+ 48.03%
$518K - $582K
29.7K $2.08M
Oct 25, 2023 Q3 2023
Seven Bridge Financial Group, LLC

BUY
 -
9.37K
New
$503K - $566K
9.37K $655K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
9.31K
+ 3.83%
$500K - $562K
253K $17.7M
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
9.28K
+ 49.57%
$499K - $560K
28K $1.96M
Oct 31, 2023 Q3 2023
Kendall Capital Management

BUY
 -
9.05K
+ 6.95%
$486K - $546K
139K $9.74M
Oct 13, 2023 Q3 2023
Cmh Wealth Management LLC

BUY
 -
8.12K
+ 4.26%
$436K - $490K
199K $13.9M
Nov 14, 2023 Q3 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
7.17K
+ 4.5%
$385K - $433K
166K $11.6M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
6.49K
+ 171.64%
$349K - $392K
10.3K $718K
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
6.43K
New
$346K - $388K
6.43K $450K
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
6.43K
New
$346K - $388K
6.43K $450K
Oct 12, 2023 Q3 2023
Wealthpoint, LLC

BUY
 -
5.98K
+ 2.45%
$321K - $361K
250K $17.5M
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
5K
New
$269K - $302K
5K $350K
Nov 13, 2023 Q3 2023
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
5K
New
$269K - $302K
5K $350K
Dec 05, 2023 Q3 2023
Advisory Resource Group

BUY
 -
4.86K
+ 2.42%
$261K - $293K
206K $14.4M
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
4.79K
+ 12.01%
$258K - $289K
44.7K $3.13M
Nov 14, 2023 Q3 2023
Altman Advisors, Inc.

Chicago, IL
BUY
 -
4.68K
New
$251K - $282K
4.68K $327K
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
4.23K
New
$227K - $255K
4.23K $295K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.91K
New
$210K - $236K
3.91K $273K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
3.79K
New
$204K - $229K
3.79K $265K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
3.68K
+ 113.49%
$197K - $222K
6.92K $483K
Oct 27, 2023 Q3 2023
Brio Consultants, LLC

BUY
 -
3.43K
+ 1.03%
$184K - $207K
338K $23.6M
Nov 02, 2023 Q3 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
1.66K
+ 21.54%
$88.9K - $99.9K
9.34K $653K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
1.58K
+ 3.25%
$84.9K - $95.4K
50.2K $3.51M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.15K
+ 3.25%
$61.5K - $69.1K
36.4K $2.55M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
1K
+ 4.81%
$53.8K - $60.4K
21.8K $1.53M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
997
+ 10.55%
$53.6K - $60.2K
10.4K $731K
Oct 13, 2023 Q3 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
927
+ 18.16%
$49.8K - $55.9K
6.03K $422K
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

BUY
 -
911
+ 12.26%
$48.9K - $55K
8.34K $583K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
901
+ 11262.5%
$48.4K - $54.4K
909 $63.6K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
897
+ 23.29%
$48.2K - $54.1K
4.75K $332K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
850
+ 6.16%
$45.7K - $51.3K
14.7K $1.02M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
717
+ 4.05%
$38.5K - $43.3K
18.4K $1.29M
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
510
+ 13.13%
$27.4K - $30.8K
4.4K $307K
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
444
+ 11.61%
$23.9K - $26.8K
4.27K $298K
Oct 10, 2023 Q3 2023
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
339
+ 2.35%
$18.2K - $20.5K
14.7K $1.03M
Oct 30, 2023 Q3 2023
Little House Capital LLC

Braintree, MA
BUY
 -
258
+ 4.4%
$13.9K - $15.6K
6.12K $428K
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
158
+ 1.79%
$8.49K - $9.54K
8.99K $628K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
150
+ 5.09%
$8.06K - $9.05K
3.1K $216K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
120
New
$6.45K - $7.24K
120 $8.39K

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