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 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-248- 6.69% |
$15.3K - $16.9K
|
3.46K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-300- 66.52% |
$18.5K - $20.4K
|
151
$10.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-564- 12.67% |
$34.8K - $38.4K
|
3.89K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-578- 3.16% |
$35.7K - $39.4K
|
17.7K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-964- 0.17% |
$59.5K - $65.7K
|
563K
$39.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-966- 4.83% |
$59.6K - $65.8K
|
19K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.05K- 20.16% |
$64.9K - $71.6K
|
4.16K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.07K- 25.48% |
$65.8K - $72.6K
|
3.12K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.1K- 4.17% |
$67.9K - $75K
|
25.3K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.17K- 23.17% |
$72K - $79.5K
|
3.87K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.17K- 21.24% |
$72.2K - $79.7K
|
4.34K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.22K- 0.37% |
$75.4K - $83.3K
|
332K
$23.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 4.42% |
$75.7K - $83.6K
|
26.6K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.41K- 1.07% |
$87K - $96.1K
|
130K
$9.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.69K- 2.96% |
$104K - $115K
|
55.3K
$3.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.7K- 10.55% |
$105K - $116K
|
14.4K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.73K- 24.8% |
$107K - $118K
|
5.24K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.87K- 19.21% |
$115K - $127K
|
7.87K
$550K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.89K- 0.73% |
$117K - $129K
|
258K
$18M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 25.19% |
$119K - $132K
|
5.74K
$402K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.36K- 28.87% |
$145K - $161K
|
5.81K
$406K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.36K- 0.74% |
$146K - $161K
|
317K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.56K- 3.9% |
$158K - $175K
|
63.1K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.8K- 10.67% |
$173K - $191K
|
23.4K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.21K- 14.97% |
$198K - $219K
|
18.2K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.26K- 7.19% |
$201K - $222K
|
42.1K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.11K- 7.11% |
$254K - $280K
|
53.7K
$3.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.25K- 12.94% |
$262K - $289K
|
28.6K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-4.52K- 2.33% |
$279K - $308K
|
189K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.18K- 1.47% |
$319K - $353K
|
347K
$24.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.15K- 63.75% |
$441K - $487K
|
4.07K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.93K- 22.64% |
$551K - $609K
|
30.5K
$2.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.5K- 7.31% |
$647K - $715K
|
133K
$9.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-14.9K- 29.65% |
$920K - $1.02M
|
35.4K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.9K- 19.52% |
$1.17M - $1.29M
|
78K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23.3K- 56.44% |
$1.44M - $1.59M
|
18K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.9K- 78.65% |
$2.22M - $2.45M
|
9.75K
$682K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.4K- 73.78% |
$2.8M - $3.09M
|
16.1K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-51.5K- 81.58% |
$3.18M - $3.51M
|
11.6K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-54.5K- 43.07% |
$3.36M - $3.71M
|
72K
$5.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-68.5K- 32.46% |
$4.23M - $4.67M
|
143K
$9.96M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-210K- 85.27% |
$13M - $14.3M
|
36.3K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-315K- 23.43% |
$19.4M - $21.5M
|
1.03M
$72M
|