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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.79KNew |
$242K - $299K
|
4.79K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.65K+ 7.53% |
$235K - $290K
|
66.4K
$4.64M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.3KNew |
$217K - $268K
|
4.3K
$301K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.75KNew |
$189K - $234K
|
3.75K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.64KNew |
$184K - $227K
|
3.64K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.51KNew |
$177K - $219K
|
3.51K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.43K+ 5.55% |
$173K - $214K
|
65.2K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.06K+ 59.87% |
$154K - $191K
|
8.17K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.84KNew |
$143K - $177K
|
2.84K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.8K+ 92.36% |
$141K - $175K
|
5.84K
$408K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.79K+ 64.74% |
$141K - $174K
|
7.11K
$497K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.45KNew |
$124K - $153K
|
2.45K
$171K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.45KNew |
$123K - $153K
|
2.45K
$171K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.36K+ 4.29% |
$119K - $147K
|
57.2K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.13K+ 1775.0% |
$107K - $133K
|
2.25K
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.09K+ 9.58% |
$105K - $130K
|
23.9K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.06K+ 21.98% |
$104K - $128K
|
11.4K
$799K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.98K+ 9.33% |
$100K - $124K
|
23.2K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.97K+ 810.7% |
$99.4K - $123K
|
2.21K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.96K+ 7.04% |
$98.7K - $122K
|
29.8K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.62K+ 23.41% |
$81.5K - $101K
|
8.52K
$595K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.45K+ 14.07% |
$72.9K - $90.1K
|
11.7K
$819K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.44K+ 2.87% |
$72.8K - $89.9K
|
51.6K
$3.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.44K+ 158.42% |
$72.7K - $89.8K
|
2.35K
$164K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.43KNew |
$71.9K - $88.8K
|
1.43K
$99.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.31K+ 14.56% |
$66.1K - $81.6K
|
10.3K
$720K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.19K+ 11.38% |
$60K - $74.1K
|
11.6K
$814K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.1K+ 20.24% |
$55.4K - $68.4K
|
6.52K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.09K+ 11.65% |
$54.9K - $67.8K
|
10.4K
$729K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
963+ 9.84% |
$48.6K - $60K
|
10.7K
$751K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
957+ 6.49% |
$48.3K - $59.7K
|
15.7K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
878+ 1.96% |
$44.3K - $54.7K
|
45.6K
$3.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
801+ 6.49% |
$40.4K - $49.9K
|
13.1K
$919K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
496+ 13.9% |
$25K - $30.9K
|
4.07K
$284K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
281+ 6.91% |
$14.2K - $17.5K
|
4.35K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
276+ 4.51% |
$13.9K - $17.2K
|
6.4K
$447K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
260+ 6.85% |
$13.1K - $16.2K
|
4.05K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
209+ 1.29% |
$10.5K - $13K
|
16.5K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
132+ 6.24% |
$6.66K - $8.23K
|
2.25K
$157K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
132+ 1.19% |
$6.66K - $8.23K
|
11.3K
$787K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
86New |
$4.34K - $5.36K
|
86
$6.01K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84+ 14.58% |
$4.24K - $5.24K
|
660
$46.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
75+ 0.9% |
$3.78K - $4.68K
|
8.41K
$588K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
73+ 42.44% |
$3.68K - $4.55K
|
245
$17.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
71+ 1.62% |
$3.58K - $4.43K
|
4.47K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$1.26K - $1.56K
|
25
$1.75K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.22% |
$50.5 - $62.3
|
450
$31.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-10- 0.05% |
$505 - $623
|
18.7K
$1.31M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12- 0.77% |
$606 - $748
|
1.54K
$108K
|