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 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.08K- 7.06% |
$73.2K - $80.5K
|
14.2K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.13K- 88.73% |
$76.5K - $84.1K
|
143
$10.4K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.14K- 1.46% |
$77.3K - $85K
|
76.7K
$5.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.52K- 0.89% |
$103K - $113K
|
170K
$12.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.82K- 20.97% |
$124K - $136K
|
6.86K
$499K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.22K- 97.34% |
$219K - $240K
|
88
$6.41K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.49K- 8.97% |
$237K - $261K
|
35.4K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.5K- 3.1% |
$713K - $785K
|
329K
$23.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.4K- 14.49% |
$1.25M - $1.37M
|
108K
$7.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.6K- 88.14% |
$1.53M - $1.69M
|
3.04K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-43K- 29.64% |
$2.92M - $3.21M
|
102K
$7.43M
|