Purchases and Sales Made in Q3 2024 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q3 2024. 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 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.57K+ 47.96% |
$96.7K - $107K
|
4.83K
$338K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.49K+ 7.87% |
$91.6K - $101K
|
20.3K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.23KNew |
$75.6K - $83.5K
|
1.23K
$85.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 17.31% |
$73.9K - $81.6K
|
8.11K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.04K+ 5.72% |
$63.9K - $70.6K
|
19.1K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
816+ 25.56% |
$50.4K - $55.6K
|
4.01K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
761+ 8.26% |
$47K - $51.9K
|
9.97K
$697K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
652+ 5.36% |
$40.2K - $44.4K
|
12.8K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
536+ 0.73% |
$33.1K - $36.5K
|
74.3K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
446+ 1.16% |
$27.5K - $30.4K
|
39K
$2.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
421+ 2.49% |
$26K - $28.7K
|
17.4K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
253+ 1.72% |
$15.6K - $17.2K
|
15K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
225+ 5.2% |
$13.9K - $15.3K
|
4.55K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
199+ 0.53% |
$12.3K - $13.6K
|
38.1K
$2.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
195+ 4.11% |
$12K - $13.3K
|
4.94K
$345K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
168+ 1.04% |
$10.4K - $11.4K
|
16.4K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
135+ 1.96% |
$8.33K - $9.2K
|
7.01K
$490K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
120+ 0.96% |
$7.41K - $8.18K
|
12.7K
$885K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
100New |
$6.17K - $6.82K
|
100
$6.99K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
89+ 3.81% |
$5.49K - $6.07K
|
2.43K
$170K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
63+ 0.79% |
$3.89K - $4.29K
|
8.05K
$563K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
51+ 0.7% |
$3.15K - $3.48K
|
7.38K
$516K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
47+ 1.06% |
$2.9K - $3.2K
|
4.5K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
38+ 0.34% |
$2.34K - $2.59K
|
11.1K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31New |
$1.91K - $2.11K
|
31
$2.17K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23+ 0.19% |
$1.42K - $1.57K
|
11.9K
$835K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$1.23K - $1.36K
|
20
$1.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
16+ 0.24% |
$987 - $1.09K
|
6.79K
$475K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$309 - $341
|
1.71K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.32% |
$309 - $341
|
1.57K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4+ 0.06% |
$247 - $273
|
7.21K
$504K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.61% |
$61.7 - $68.2
|
165
$11.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.18% |
$61.7 - $68.2
|
550
$38.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-8- 0.34% |
$494 - $545
|
2.36K
$165K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-9- 75.0% |
$555 - $613
|
3
$210
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12- 1.25% |
$741 - $818
|
950
$66.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-36- 0.53% |
$2.22K - $2.45K
|
6.72K
$470K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-45- 1.28% |
$2.78K - $3.07K
|
3.47K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58- 1.38% |
$3.58K - $3.95K
|
4.14K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-60- 3.84% |
$3.7K - $4.09K
|
1.5K
$105K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-79- 0.54% |
$4.88K - $5.38K
|
14.4K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-80- 0.39% |
$4.94K - $5.45K
|
20.2K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-80- 1.99% |
$4.94K - $5.45K
|
3.94K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-107- 1.61% |
$6.6K - $7.29K
|
6.54K
$457K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-141- 28.48% |
$8.7K - $9.61K
|
354
$24.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-149- 0.5% |
$9.19K - $10.2K
|
29.7K
$2.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-200- 85.11% |
$12.3K - $13.6K
|
35
$2.45K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-214- 2.07% |
$13.2K - $14.6K
|
10.1K
$707K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-237- 1.87% |
$14.6K - $16.2K
|
12.4K
$869K
|