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
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
232New |
$14.6K - $16.3K
|
232
$16.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
204+ 0.13% |
$12.8K - $14.3K
|
156K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
164+ 0.53% |
$10.3K - $11.5K
|
31.3K
$2.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
150+ 69.77% |
$9.44K - $10.5K
|
365
$25.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
92New |
$5.79K - $6.47K
|
92
$6.43K
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
52+ 1.65% |
$3.27K - $3.66K
|
3.19K
$223K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
28+ 0.34% |
$1.76K - $1.97K
|
8.17K
$571K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25+ 0.45% |
$1.57K - $1.76K
|
5.56K
$389K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7+ 0.06% |
$441 - $492
|
11.7K
$819K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.01% |
$63 - $70.3
|
9.61K
$672K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.46% |
$63 - $70.3
|
219
$15.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- 0.03% |
$126 - $141
|
7.27K
$508K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15- 42.86% |
$944 - $1.05K
|
20
$1.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-19Closed |
$1.2K - $1.34K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-41- 0.23% |
$2.58K - $2.88K
|
17.5K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-49- 1.43% |
$3.08K - $3.44K
|
3.39K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-49Closed |
$3.08K - $3.44K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92- 2.36% |
$5.79K - $6.47K
|
3.81K
$266K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-129- 0.58% |
$8.12K - $9.07K
|
22K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-230- 3.07% |
$14.5K - $16.2K
|
7.25K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-297- 0.45% |
$18.7K - $20.9K
|
65K
$4.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-312- 0.19% |
$19.6K - $21.9K
|
163K
$11.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.08K- 0.96% |
$131K - $146K
|
215K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.86K- 4.17% |
$243K - $271K
|
88.7K
$6.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
SELL
|
- |
-4.11K- 55.49% |
$258K - $289K
|
3.29K
$230K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.68K- 2.34% |
$295K - $329K
|
195K
$13.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.8KClosed |
$302K - $338K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-6.7KClosed |
$422K - $471K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-11.1KClosed |
$697K - $778K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-326K- 77.54% |
$20.5M - $22.9M
|
94.5K
$6.61M
|