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 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.51K+ 11.96% |
$226K - $257K
|
42.2K
$2.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.44KNew |
$223K - $253K
|
4.44K
$311K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.39KNew |
$220K - $250K
|
4.39K
$307K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.32KNew |
$217K - $246K
|
4.32K
$302K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4K+ 34.18% |
$201K - $228K
|
15.7K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
4KNew |
$201K - $228K
|
4K
$280K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
3.99KNew |
$200K - $227K
|
3.99K
$279K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.35KNew |
$168K - $190K
|
3.35K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.86K+ 7.23% |
$143K - $163K
|
42.4K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.34K+ 41.99% |
$118K - $133K
|
7.92K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.8K+ 39.14% |
$90.1K - $102K
|
6.39K
$446K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.64K+ 3.94% |
$82.4K - $93.5K
|
43.3K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.52K+ 11.95% |
$76.3K - $86.6K
|
14.2K
$996K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.37KNew |
$68.7K - $77.9K
|
1.37K
$95.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.12K+ 8.48% |
$56.2K - $63.7K
|
14.3K
$1M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.11K+ 7.52% |
$55.9K - $63.4K
|
15.9K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
741+ 9.41% |
$37.2K - $42.2K
|
8.61K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
722New |
$36.2K - $41.1K
|
722
$50.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
640+ 2.8% |
$32.1K - $36.4K
|
23.5K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
525+ 6.13% |
$26.3K - $29.9K
|
9.09K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
485New |
$24.3K - $27.6K
|
485
$33.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
424+ 3.08% |
$21.3K - $24.1K
|
14.2K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
378+ 160.17% |
$19K - $21.5K
|
614
$42.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
301+ 4.15% |
$15.1K - $17.1K
|
7.56K
$528K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
280+ 8.69% |
$14.1K - $15.9K
|
3.5K
$245K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
178New |
$8.93K - $10.1K
|
178
$12.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
165+ 0.95% |
$8.28K - $9.39K
|
17.5K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
140+ 3.91% |
$7.03K - $7.97K
|
3.72K
$260K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
126+ 1.2% |
$6.32K - $7.17K
|
10.6K
$745K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 1.62% |
$5.57K - $6.32K
|
6.96K
$487K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
110+ 2.46% |
$5.52K - $6.26K
|
4.58K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
80New |
$4.01K - $4.55K
|
80
$5.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
69+ 6.07% |
$3.46K - $3.93K
|
1.21K
$84.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
30New |
$1.51K - $1.71K
|
30
$2.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
9New |
$452 - $512
|
9
$629
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5+ 0.09% |
$251 - $285
|
5.72K
$400K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 1.15% |
$201 - $228
|
351
$24.5K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.42% |
$201 - $228
|
963
$67.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.39% |
$100 - $114
|
511
$35.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.34% |
$50.2 - $56.9
|
298
$20.8K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$50.2 - $56.9
|
4.35K
$304K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-131- 35.22% |
$6.57K - $7.46K
|
241
$16.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-181- 4.0% |
$9.08K - $10.3K
|
4.34K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-194- 2.34% |
$9.73K - $11K
|
8.09K
$565K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-426- 26.64% |
$21.4K - $24.2K
|
1.17K
$82K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-564- 10.85% |
$28.3K - $32.1K
|
4.64K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-637- 13.56% |
$32K - $36.3K
|
4.06K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 10.61% |
$55.7K - $63.2K
|
9.36K
$654K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 8.77% |
$62.3K - $70.7K
|
12.9K
$904K
|