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 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
5.7KNew |
$380K - $422K
|
5.7K
$385K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.89K+ 7.37% |
$326K - $362K
|
71.2K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.78K+ 3.0% |
$318K - $354K
|
164K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.63K+ 66.61% |
$309K - $343K
|
11.6K
$783K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.57KNew |
$305K - $339K
|
4.57K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.47K+ 15.44% |
$298K - $331K
|
33.5K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.13K+ 99.23% |
$275K - $306K
|
8.29K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4KNew |
$267K - $296K
|
4K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.88K+ 3.38% |
$259K - $288K
|
119K
$8.02M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.73KNew |
$248K - $276K
|
3.73K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.67KNew |
$244K - $272K
|
3.67K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.54KNew |
$236K - $262K
|
3.54K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.41K+ 16.29% |
$227K - $253K
|
24.3K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
3.39K+ 14.64% |
$226K - $251K
|
26.6K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.32KNew |
$222K - $246K
|
3.32K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.18K+ 45.89% |
$212K - $236K
|
10.1K
$683K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.98KNew |
$198K - $220K
|
2.98K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.83KNew |
$188K - $209K
|
2.83K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.34KNew |
$156K - $173K
|
2.34K
$158K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.15K+ 20.92% |
$144K - $159K
|
12.4K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.69K+ 10.48% |
$113K - $125K
|
17.8K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 36.85% |
$110K - $122K
|
6.12K
$414K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.51K+ 28.74% |
$100K - $112K
|
6.75K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.44K+ 1.93% |
$95.7K - $106K
|
75.7K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.36K+ 0.72% |
$90.9K - $101K
|
191K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.31K+ 4.4% |
$87.1K - $96.8K
|
31K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.21KNew |
$80.7K - $89.6K
|
1.21K
$81.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.17K+ 0.45% |
$77.9K - $86.6K
|
259K
$17.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
925+ 5.33% |
$61.7K - $68.5K
|
18.3K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
845+ 21.84% |
$56.3K - $62.6K
|
4.71K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
827+ 21.28% |
$55.1K - $61.3K
|
4.71K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
789+ 36.68% |
$52.6K - $58.4K
|
2.94K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
756+ 15.64% |
$50.4K - $56K
|
5.59K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
667+ 13.5% |
$44.5K - $49.4K
|
5.61K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
617+ 14.34% |
$41.1K - $45.7K
|
4.92K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
541+ 7.33% |
$36.1K - $40.1K
|
7.92K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
510+ 4.1% |
$34K - $37.8K
|
12.9K
$875K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
499New |
$33.3K - $37K
|
499
$33.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
492+ 3.89% |
$32.8K - $36.4K
|
13.2K
$889K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
464New |
$30.9K - $34.4K
|
464
$31.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
440New |
$29.3K - $32.6K
|
440
$29.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
396+ 396.0% |
$26.4K - $29.3K
|
496
$33.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
361+ 9.11% |
$24.1K - $26.7K
|
4.32K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
340New |
$22.7K - $25.2K
|
340
$23K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
337+ 4.15% |
$22.5K - $25K
|
8.45K
$571K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
296+ 39.26% |
$19.7K - $21.9K
|
1.05K
$71K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
275+ 1.17% |
$18.3K - $20.4K
|
23.7K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
253New |
$16.9K - $18.7K
|
253
$17.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
245+ 0.92% |
$16.3K - $18.1K
|
26.8K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
237New |
$15.8K - $17.6K
|
237
$16K
|