Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q4 2023. 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, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
305K+ 149.12% |
$15.4M - $19M
|
510K
$35.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
167KNew |
$8.4M - $10.4M
|
167K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
120K+ 72.74% |
$6.07M - $7.5M
|
286K
$20M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
120K+ 8.37% |
$6.06M - $7.49M
|
1.55M
$109M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
98.7K+ 40.22% |
$4.98M - $6.15M
|
344K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
91.4KNew |
$4.61M - $5.7M
|
91.4K
$6.39M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
91.4KNew |
$4.61M - $5.7M
|
91.4K
$6.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
78.2K+ 39.35% |
$3.94M - $4.87M
|
277K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62.4K+ 378.98% |
$3.15M - $3.89M
|
78.9K
$5.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
59.4KNew |
$3M - $3.7M
|
59.4K
$4.15M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
56.3K+ 196.7% |
$2.84M - $3.51M
|
84.9K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
56KNew |
$2.83M - $3.49M
|
56K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52.2K+ 33.41% |
$2.63M - $3.25M
|
208K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
52.1K+ 13.97% |
$2.63M - $3.25M
|
425K
$29.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
47.1KNew |
$2.38M - $2.94M
|
47.1K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
46.7KNew |
$2.36M - $2.91M
|
46.7K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
43.1K+ 41.06% |
$2.17M - $2.68M
|
148K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
42.7K+ 1001.38% |
$2.16M - $2.66M
|
47K
$3.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
41.8K+ 16.57% |
$2.11M - $2.61M
|
294K
$20.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.5K+ 765.57% |
$1.79M - $2.21M
|
40.1K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
32.2KNew |
$1.62M - $2.01M
|
32.2K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5K+ 528.15% |
$1.49M - $1.84M
|
35K
$2.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
28.1KNew |
$1.42M - $1.75M
|
28.1K
$1.97M
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25.3KNew |
$1.28M - $1.58M
|
25.3K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.2K+ 51.7% |
$1.12M - $1.39M
|
65.3K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
22.2KNew |
$1.12M - $1.39M
|
22.2K
$1.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
21KNew |
$1.06M - $1.31M
|
21K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
20KNew |
$1.01M - $1.24M
|
20K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
19.3K+ 386.2% |
$974K - $1.2M
|
24.3K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
18.9K+ 94.11% |
$952K - $1.18M
|
38.9K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.4KNew |
$878K - $1.09M
|
17.4K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$791K - $978K
|
15.7K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.6K+ 373.08% |
$736K - $910K
|
18.5K
$1.29M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.1KNew |
$710K - $877K
|
14.1K
$984K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.8KNew |
$696K - $859K
|
13.8K
$964K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 7.45% |
$613K - $757K
|
175K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.1K+ 111.54% |
$610K - $754K
|
22.9K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12KNew |
$605K - $747K
|
12K
$838K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.2K+ 18.29% |
$564K - $697K
|
72.3K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.6KNew |
$537K - $663K
|
10.6K
$744K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10K+ 8.16% |
$506K - $625K
|
133K
$9.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
9.06K+ 6.5% |
$457K - $565K
|
148K
$10.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
8.6K+ 4.18% |
$434K - $536K
|
214K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
8.59K+ 5.16% |
$433K - $535K
|
175K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.3K+ 14.18% |
$419K - $517K
|
66.8K
$4.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.11KNew |
$409K - $506K
|
8.11K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.84KNew |
$345K - $426K
|
6.84K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.62KNew |
$334K - $413K
|
6.62K
$463K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
6.38KNew |
$322K - $398K
|
6.38K
$446K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.1KNew |
$257K - $318K
|
5.1K
$357K
|