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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.93K- 89.58% |
$147K - $167K
|
341
$23.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.08K- 21.89% |
$154K - $175K
|
11K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.39K- 18.21% |
$170K - $193K
|
15.2K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.97K- 1.97% |
$199K - $226K
|
198K
$13.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.99K- 40.5% |
$200K - $227K
|
5.86K
$409K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.28K- 11.91% |
$215K - $243K
|
31.6K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-4.53K- 1.56% |
$227K - $258K
|
286K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.89K- 9.5% |
$245K - $278K
|
46.6K
$3.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.36K- 4.08% |
$370K - $419K
|
173K
$12.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-7.92K- 27.76% |
$398K - $451K
|
20.6K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.86K- 10.69% |
$445K - $504K
|
74K
$5.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16.2K- 61.63% |
$813K - $922K
|
10.1K
$705K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.4K- 74.05% |
$824K - $934K
|
5.75K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.7K- 12.48% |
$1.09M - $1.23M
|
152K
$10.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-23K- 53.8% |
$1.15M - $1.31M
|
19.7K
$1.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-34K- 62.38% |
$1.71M - $1.94M
|
20.5K
$1.43M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49.4K- 86.19% |
$2.48M - $2.81M
|
7.92K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-53.6K- 89.65% |
$2.69M - $3.05M
|
6.18K
$432K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-81.7K- 97.25% |
$4.1M - $4.65M
|
2.31K
$161K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-148K- 23.09% |
$7.42M - $8.42M
|
492K
$34.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-151K- 95.57% |
$7.58M - $8.6M
|
7.01K
$490K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-166K- 89.09% |
$8.35M - $9.47M
|
20.4K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-245K- 64.43% |
$12.3M - $13.9M
|
135K
$9.45M
|