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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 0.01% |
$1.26K - $1.56K
|
490K
$34.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 11.93% |
$2.52K - $3.12K
|
369
$25.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-87- 40.85% |
$4.39K - $5.42K
|
126
$8.81K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-111- 2.37% |
$5.6K - $6.92K
|
4.56K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-143- 1.08% |
$7.22K - $8.91K
|
13.1K
$913K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-157- 23.64% |
$7.92K - $9.79K
|
507
$35.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-246- 0.63% |
$12.4K - $15.3K
|
38.6K
$2.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-306- 6.44% |
$15.4K - $19.1K
|
4.44K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-370- 11.95% |
$18.7K - $23.1K
|
2.73K
$191K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-436- 6.31% |
$22K - $27.2K
|
6.48K
$453K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-462- 2.65% |
$23.3K - $28.8K
|
17K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-541- 1.21% |
$27.3K - $33.7K
|
44.1K
$3.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-700- 13.65% |
$35.3K - $43.6K
|
4.43K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-787- 15.98% |
$39.7K - $49.1K
|
4.14K
$289K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.06K- 0.31% |
$53.5K - $66.1K
|
336K
$23.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.1K- 25.95% |
$106K - $131K
|
5.99K
$419K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.29K- 25.7% |
$116K - $143K
|
6.63K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.93K- 39.6% |
$148K - $183K
|
4.47K
$312K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.79K- 20.59% |
$191K - $236K
|
14.6K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.95K- 28.09% |
$199K - $246K
|
10.1K
$707K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-3.96K- 27.01% |
$200K - $247K
|
10.7K
$748K
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-4.04K- 34.78% |
$204K - $252K
|
7.58K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.45K- 27.69% |
$225K - $277K
|
11.6K
$813K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.49K- 2.86% |
$227K - $280K
|
153K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.08K- 20.63% |
$256K - $317K
|
19.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.75K- 16.9% |
$290K - $358K
|
28.3K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.8K- 10.28% |
$343K - $424K
|
59.4K
$4.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7.18K- 94.81% |
$362K - $448K
|
393
$27.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.8K- 23.51% |
$444K - $549K
|
28.6K
$2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.7K- 38.08% |
$742K - $916K
|
23.9K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.8K- 7.16% |
$997K - $1.23M
|
256K
$17.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-20.2K- 68.03% |
$1.02M - $1.26M
|
9.5K
$664K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20.3K- 72.62% |
$1.03M - $1.27M
|
7.67K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.9K- 14.9% |
$2.47M - $3.05M
|
279K
$19.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-76K- 99.1% |
$3.83M - $4.74M
|
689
$48.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-728K- 78.1% |
$36.7M - $45.4M
|
204K
$14.3M
|