Purchases and Sales Made in Q3 2023 in Ishares Tr Russell 2500 ETF (SMMD)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
99+ 0.9% |
$5.32K - $5.97K
|
11.1K
$778K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
98+ 1.96% |
$5.26K - $5.91K
|
5.11K
$357K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
84New |
$4.51K - $5.07K
|
84
$5.87K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
65+ 0.95% |
$3.49K - $3.92K
|
6.9K
$482K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 13.55% |
$2.69K - $3.02K
|
419
$29.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 35.43% |
$2.42K - $2.72K
|
172
$12K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
33+ 0.03% |
$1.77K - $1.99K
|
123K
$8.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
26+ 0.21% |
$1.4K - $1.57K
|
12.3K
$863K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 0.3% |
$1.02K - $1.15K
|
6.43K
$450K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
12+ 0.57% |
$645 - $724
|
2.11K
$148K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 1.77% |
$537 - $604
|
576
$40.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-21- 0.08% |
$1.13K - $1.27K
|
27.8K
$1.94M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25- 1.59% |
$1.34K - $1.51K
|
1.55K
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-56- 0.28% |
$3.01K - $3.38K
|
20K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-67- 0.11% |
$3.6K - $4.04K
|
61.7K
$4.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-79- 1.8% |
$4.24K - $4.77K
|
4.32K
$302K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-147- 0.84% |
$7.9K - $8.87K
|
17.4K
$1.22M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-149- 4.01% |
$8K - $8.99K
|
3.57K
$250K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-225- 51.37% |
$12.1K - $13.6K
|
213
$14.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-355- 59.36% |
$19.1K - $21.4K
|
243
$17K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-355- 59.36% |
$19.1K - $21.4K
|
243
$17K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-367- 2.71% |
$19.7K - $22.1K
|
13.2K
$923K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-375- 2.6% |
$20.1K - $22.6K
|
14.1K
$983K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-463- 41.08% |
$24.9K - $27.9K
|
664
$46.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-550- 9.68% |
$29.5K - $33.2K
|
5.13K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-564- 12.18% |
$30.3K - $34K
|
4.07K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-720- 15.89% |
$38.7K - $43.5K
|
3.81K
$266K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-813- 2.13% |
$43.7K - $49.1K
|
37.4K
$2.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-996- 5.05% |
$53.5K - $60.1K
|
18.7K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.01K- 2.88% |
$54.1K - $60.8K
|
34K
$2.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.13K- 6.57% |
$60.8K - $68.3K
|
16.1K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 23.35% |
$63.1K - $70.9K
|
3.85K
$269K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.28K- 13.65% |
$68.8K - $77.2K
|
8.09K
$566K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.33K- 5.89% |
$71.4K - $80.3K
|
21.3K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.35K- 0.36% |
$72.5K - $81.5K
|
373K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.72K- 18.52% |
$92.5K - $104K
|
7.57K
$530K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.11K- 31.24% |
$113K - $127K
|
4.63K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.29K- 3.34% |
$123K - $138K
|
66.2K
$4.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-2.29K- 16.43% |
$123K - $138K
|
11.6K
$813K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.46K- 4.29% |
$132K - $148K
|
54.9K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.72K- 2.07% |
$146K - $164K
|
129K
$9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.9K- 6.32% |
$156K - $175K
|
43K
$3.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.7K- 40.59% |
$199K - $223K
|
5.42K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.95K- 34.79% |
$212K - $238K
|
7.4K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.16K- 57.79% |
$223K - $251K
|
3.04K
$212K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.27K- 53.47% |
$230K - $258K
|
3.72K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.76K- 9.63% |
$255K - $287K
|
44.6K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.91K- 33.41% |
$264K - $296K
|
9.78K
$684K
|