Purchases and Sales Made in Q4 2021 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
193K+ 563.34% |
$12.1M - $13.5M
|
227K
$15.9M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
189K+ 3237.67% |
$11.9M - $13.3M
|
194K
$13.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
66.9K+ 61.57% |
$4.21M - $4.7M
|
176K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
57.8KNew |
$3.64M - $4.06M
|
57.8K
$4.04M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.8K+ 17.05% |
$3.52M - $3.93M
|
383K
$26.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.2K+ 19.11% |
$3.03M - $3.39M
|
300K
$21M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
38.5K+ 147.41% |
$2.43M - $2.71M
|
64.7K
$4.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
30.8K+ 2759.59% |
$1.94M - $2.17M
|
31.9K
$2.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
26.8K+ 24.78% |
$1.69M - $1.89M
|
135K
$9.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.8K+ 17.29% |
$1.63M - $1.82M
|
175K
$12.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.9KNew |
$1.57M - $1.75M
|
24.9K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.3K+ 167.53% |
$1.34M - $1.5M
|
34.1K
$2.38M
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
17.7KNew |
$1.11M - $1.24M
|
17.7K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
16.3K+ 23.69% |
$1.03M - $1.15M
|
85.1K
$5.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15KNew |
$943K - $1.05M
|
15K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.5KNew |
$913K - $1.02M
|
14.5K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12K+ 154.39% |
$755K - $843K
|
19.8K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
11.4KNew |
$716K - $800K
|
11.4K
$796K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.2KNew |
$702K - $784K
|
11.2K
$780K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.74KNew |
$550K - $615K
|
8.74K
$611K
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
8.71KNew |
$548K - $612K
|
8.71K
$609K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7KNew |
$441K - $492K
|
7K
$489K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.21KNew |
$391K - $436K
|
6.21K
$434K
|
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.08KNew |
$383K - $428K
|
6.08K
$425K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
5.83K+ 4.3% |
$367K - $410K
|
142K
$9.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.18K+ 90.66% |
$326K - $364K
|
10.9K
$762K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.92KNew |
$310K - $346K
|
4.92K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.8KNew |
$302K - $337K
|
4.8K
$335K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$278K - $310K
|
4.41K
$309K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.41K+ 48.93% |
$278K - $310K
|
13.4K
$939K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4.21KNew |
$265K - $296K
|
4.21K
$294K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.19KNew |
$264K - $294K
|
4.19K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.94KNew |
$248K - $277K
|
3.94K
$275K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.35K+ 261.54% |
$211K - $236K
|
4.64K
$324K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
3.24KNew |
$204K - $228K
|
3.24K
$227K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.09KNew |
$195K - $218K
|
3.09K
$216K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.96K+ 45.52% |
$186K - $208K
|
9.47K
$662K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.93K+ 53.0% |
$184K - $206K
|
8.45K
$591K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.49K+ 7.52% |
$156K - $175K
|
35.5K
$2.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.18K+ 5.05% |
$137K - $153K
|
45.3K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.98K+ 80.8% |
$125K - $139K
|
4.44K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.11K+ 1.93% |
$69.6K - $77.7K
|
58.4K
$4.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.06KNew |
$66.6K - $74.4K
|
1.06K
$74K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.04K+ 103900.0% |
$65.4K - $73K
|
1.04K
$72.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
989+ 1.44% |
$62.3K - $69.5K
|
69.8K
$4.88M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
744+ 145.03% |
$46.8K - $52.3K
|
1.26K
$87.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
676+ 14.21% |
$42.6K - $47.5K
|
5.43K
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
505New |
$31.8K - $35.5K
|
505
$35.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
332+ 1.28% |
$20.9K - $23.3K
|
26.3K
$1.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
249+ 2.9% |
$15.7K - $17.5K
|
8.84K
$618K
|