Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q4 2024. 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 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
428K+ 45.69% |
$28.5M - $31.7M
|
1.36M
$96.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.4K+ 53.94% |
$1.96M - $2.18M
|
83.9K
$5.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
8.89K+ 54.28% |
$593K - $659K
|
25.3K
$1.79M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.82K+ 5.19% |
$454K - $505K
|
138K
$9.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.63K+ 66.61% |
$309K - $343K
|
11.6K
$822K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.57KNew |
$305K - $339K
|
4.57K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.47K+ 15.44% |
$298K - $331K
|
33.5K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.32KNew |
$222K - $246K
|
3.32K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.36K+ 0.72% |
$90.9K - $101K
|
191K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.17K+ 0.45% |
$77.9K - $86.6K
|
259K
$18.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
925+ 5.33% |
$61.7K - $68.5K
|
18.3K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
827+ 21.28% |
$55.1K - $61.3K
|
4.71K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
667+ 13.5% |
$44.5K - $49.4K
|
5.61K
$398K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
440New |
$29.3K - $32.6K
|
440
$31.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
361+ 9.11% |
$24.1K - $26.7K
|
4.32K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
337+ 4.15% |
$22.5K - $25K
|
8.45K
$600K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
296+ 39.26% |
$19.7K - $21.9K
|
1.05K
$74.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
245+ 0.92% |
$16.3K - $18.1K
|
26.8K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
237New |
$15.8K - $17.6K
|
237
$16.8K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
233+ 6.71% |
$15.5K - $17.3K
|
3.71K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.14% |
$400 - $444
|
4.15K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20- 0.14% |
$1.33K - $1.48K
|
14.4K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-741- 12.9% |
$49.4K - $54.9K
|
5K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-882- 4.64% |
$58.8K - $65.3K
|
18.1K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14K- 2.05% |
$75.7K - $84.1K
|
54.2K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-4.4K- 21.61% |
$293K - $326K
|
15.9K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.3K- 1.3% |
$487K - $541K
|
555K
$39.4M
|