Purchases and Sales Made in Q3 2025 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q3 2025. 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, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
55.6K+ 96.39% |
$3.78M - $4.15M
|
113K
$8.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 16.25% |
$1.05M - $1.15M
|
110K
$8.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 7.07% |
$891K - $980K
|
199K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.86K+ 3.84% |
$670K - $737K
|
266K
$19.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.93K+ 3.88% |
$403K - $443K
|
159K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.35KNew |
$363K - $400K
|
5.35K
$390K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.61K+ 12.83% |
$313K - $344K
|
40.5K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
4.07KNew |
$276K - $304K
|
4.07K
$296K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.65K+ 2.63% |
$248K - $273K
|
142K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 4.71% |
$227K - $250K
|
74.4K
$5.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 406.33% |
$227K - $250K
|
4.16K
$303K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.12K+ 118.59% |
$212K - $233K
|
5.75K
$419K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.3K+ 4.34% |
$156K - $172K
|
55.4K
$4.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.21K+ 246.71% |
$150K - $165K
|
3.11K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 15.71% |
$133K - $147K
|
14.5K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.38K+ 2.21% |
$93.4K - $103K
|
63.5K
$4.62M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 33.19% |
$68.6K - $75.5K
|
4.05K
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
963New |
$65.4K - $71.9K
|
963
$70.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
962+ 28.37% |
$65.3K - $71.9K
|
4.35K
$317K
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
818+ 7.61% |
$55.6K - $61.1K
|
11.6K
$842K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
743+ 11.23% |
$50.5K - $55.5K
|
7.36K
$536K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
733+ 24.99% |
$49.8K - $54.8K
|
3.67K
$267K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
627+ 38.3% |
$42.6K - $46.8K
|
2.26K
$165K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
528+ 11.58% |
$35.9K - $39.4K
|
5.09K
$371K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
502+ 6.36% |
$34.1K - $37.5K
|
8.4K
$612K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
490+ 2.61% |
$33.3K - $36.6K
|
19.3K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
449+ 5.82% |
$30.5K - $33.5K
|
8.16K
$594K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
419+ 2.84% |
$28.5K - $31.3K
|
15.2K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
303+ 4.96% |
$20.6K - $22.6K
|
6.41K
$467K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
289+ 2.23% |
$19.6K - $21.6K
|
13.3K
$966K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
237+ 3.37% |
$16.1K - $17.7K
|
7.27K
$529K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
187+ 15.45% |
$12.7K - $14K
|
1.4K
$102K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
141New |
$9.58K - $10.5K
|
141
$10.3K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
124+ 2.84% |
$8.42K - $9.26K
|
4.49K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
122+ 2.46% |
$8.29K - $9.11K
|
5.08K
$370K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
66+ 0.56% |
$4.48K - $4.93K
|
11.9K
$865K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.35% |
$1.7K - $1.87K
|
7.23K
$526K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11+ 0.33% |
$747 - $822
|
3.3K
$240K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7+ 0.17% |
$475 - $523
|
4.16K
$303K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.3% |
$67.9 - $74.7
|
331
$24.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.6% |
$67.9 - $74.7
|
167
$12.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-65- 0.17% |
$4.41K - $4.86K
|
39.2K
$2.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-87- 1.62% |
$5.91K - $6.5K
|
5.28K
$384K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-110- 0.88% |
$7.47K - $8.22K
|
12.4K
$904K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-145- 1.1% |
$9.85K - $10.8K
|
13K
$950K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-187- 3.73% |
$12.7K - $14K
|
4.83K
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-596- 5.08% |
$40.5K - $44.5K
|
11.1K
$811K
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-701- 0.55% |
$47.6K - $52.4K
|
126K
$9.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-724- 0.33% |
$49.2K - $54.1K
|
219K
$16M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-781- 10.85% |
$53K - $58.3K
|
6.41K
$467K
|