Purchases and Sales Made in Q4 2022 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q4 2022. 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 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
485K+ 108.35% |
$24.3M - $27.6M
|
932K
$65.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
406K+ 93.66% |
$20.3M - $23.1M
|
839K
$58.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
316KNew |
$15.9M - $18M
|
316K
$22.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
179KNew |
$8.98M - $10.2M
|
179K
$12.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
106KNew |
$5.32M - $6.03M
|
106K
$7.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
104K+ 49.22% |
$5.22M - $5.92M
|
315K
$22.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
92.3K+ 42.86% |
$4.63M - $5.25M
|
308K
$21.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
89.4KNew |
$4.49M - $5.09M
|
89.4K
$6.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
72.9KNew |
$3.66M - $4.15M
|
72.9K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
59.7KNew |
$3M - $3.4M
|
59.7K
$4.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.3KNew |
$2.47M - $2.8M
|
49.3K
$3.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42.8KNew |
$2.15M - $2.44M
|
42.8K
$2.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
42.8K+ 50.74% |
$2.15M - $2.44M
|
127K
$8.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.1K+ 237.5% |
$1.96M - $2.22M
|
55.5K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
37.6KNew |
$1.89M - $2.14M
|
37.6K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.7KNew |
$1.44M - $1.63M
|
28.7K
$2.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
27.2K+ 34.46% |
$1.36M - $1.55M
|
106K
$7.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.2KNew |
$1.16M - $1.32M
|
23.2K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$1.16M - $1.32M
|
23.2K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
21.1KNew |
$1.06M - $1.2M
|
21.1K
$1.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
17.8KNew |
$895K - $1.02M
|
17.8K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
15.6K+ 10.03% |
$782K - $887K
|
171K
$12M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
14.9K+ 3411.24% |
$746K - $847K
|
15.3K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13.2K+ 110.28% |
$665K - $754K
|
25.3K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
13.2K+ 6.65% |
$661K - $750K
|
211K
$14.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
13.1K+ 4.33% |
$656K - $744K
|
315K
$22M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
11.7K+ 16.21% |
$585K - $664K
|
83.7K
$5.85M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
11.5K+ 1001.91% |
$578K - $655K
|
12.7K
$885K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
11.3KNew |
$568K - $644K
|
11.3K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.6KNew |
$534K - $606K
|
10.6K
$745K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.2KNew |
$510K - $579K
|
10.2K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.98K+ 18.13% |
$501K - $568K
|
65.1K
$4.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9.88KNew |
$496K - $562K
|
9.88K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.5KNew |
$477K - $541K
|
9.5K
$664K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.48K+ 54.95% |
$426K - $483K
|
23.9K
$1.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.33K+ 3.95% |
$418K - $474K
|
219K
$15.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.96K+ 67.96% |
$399K - $453K
|
19.7K
$1.38M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 7.54% |
$391K - $444K
|
111K
$7.78M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
7.4KNew |
$371K - $421K
|
7.4K
$517K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
7.31KNew |
$367K - $416K
|
7.31K
$511K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.27KNew |
$365K - $414K
|
7.27K
$508K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.65KNew |
$334K - $379K
|
6.65K
$465K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.42KNew |
$322K - $366K
|
6.42K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
5.98K+ 183.52% |
$300K - $340K
|
9.24K
$646K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.67KNew |
$285K - $323K
|
5.67K
$396K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.29KNew |
$265K - $301K
|
5.29K
$370K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
5.07KNew |
$254K - $288K
|
5.07K
$354K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.96K+ 105.92% |
$249K - $282K
|
9.64K
$674K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
4.93K+ 2.18% |
$247K - $281K
|
231K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.84K+ 3.56% |
$243K - $276K
|
141K
$9.85M
|