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 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.91K- 53.73% |
$264K - $296K
|
4.23K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.21K- 11.83% |
$280K - $314K
|
38.8K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.56K- 57.54% |
$406K - $456K
|
5.58K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.6K- 49.33% |
$567K - $637K
|
10.8K
$758K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.3K- 7.42% |
$712K - $800K
|
165K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-14K- 11.77% |
$751K - $844K
|
105K
$7.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.3K- 6.22% |
$875K - $983K
|
245K
$17.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17.6K- 66.3% |
$943K - $1.06M
|
8.92K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.3K- 6.54% |
$1.04M - $1.17M
|
276K
$19.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.9K- 18.05% |
$1.93M - $2.17M
|
163K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.6K- 38.09% |
$2.02M - $2.27M
|
61.1K
$4.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-46.1K- 37.53% |
$2.47M - $2.78M
|
76.7K
$5.36M
|