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 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
233+ 6.71% |
$15.5K - $17.3K
|
3.71K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
186+ 5.96% |
$12.4K - $13.8K
|
3.31K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
184New |
$12.3K - $13.6K
|
184
$12.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
174+ 3.87% |
$11.6K - $12.9K
|
4.67K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
116+ 1.47% |
$7.73K - $8.59K
|
7.98K
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
110+ 0.89% |
$7.33K - $8.15K
|
12.5K
$847K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
94+ 23.5% |
$6.27K - $6.96K
|
494
$33.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
72New |
$4.8K - $5.33K
|
72
$4.87K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
71+ 2.05% |
$4.73K - $5.26K
|
3.53K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
46+ 1.55% |
$3.07K - $3.41K
|
3.01K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
43+ 0.39% |
$2.87K - $3.19K
|
11.2K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32+ 0.94% |
$2.13K - $2.37K
|
3.43K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22+ 0.5% |
$1.47K - $1.63K
|
4.46K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
18+ 1.2% |
$1.2K - $1.33K
|
1.52K
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.27% |
$1.2K - $1.33K
|
6.81K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
10+ 0.12% |
$667 - $741
|
8.06K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.45% |
$467 - $519
|
1.58K
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.14% |
$400 - $444
|
4.15K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$333 - $370
|
1.72K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$200 - $222
|
3
$203
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.36% |
$133 - $148
|
552
$37.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.66% |
$66.7 - $74.1
|
152
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$133 - $148
|
10.1K
$684K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20- 0.14% |
$1.33K - $1.48K
|
14.4K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-31- 0.71% |
$2.07K - $2.3K
|
4.32K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-39- 0.58% |
$2.6K - $2.89K
|
6.68K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-57- 1.25% |
$3.8K - $4.22K
|
4.5K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-70- 1.64% |
$4.67K - $5.19K
|
4.21K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-97- 1.38% |
$6.47K - $7.19K
|
6.91K
$467K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-128- 34.69% |
$8.53K - $9.48K
|
241
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-156- 65.82% |
$10.4K - $11.6K
|
81
$5.47K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-313- 0.44% |
$20.9K - $23.2K
|
71.4K
$4.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-400- 1.1% |
$26.7K - $29.6K
|
35.9K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-446- 6.19% |
$29.7K - $33K
|
6.76K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-549- 3.81% |
$36.6K - $40.7K
|
13.9K
$937K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-585- 3.3% |
$39K - $43.3K
|
17.2K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-587- 17.94% |
$39.1K - $43.5K
|
2.69K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-717- 17.88% |
$47.8K - $53.1K
|
3.29K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-741- 12.9% |
$49.4K - $54.9K
|
5K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-752- 0.96% |
$50.1K - $55.7K
|
77.3K
$5.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-882- 4.64% |
$58.8K - $65.3K
|
18.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-998- 8.58% |
$66.5K - $73.9K
|
10.6K
$719K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14K- 2.05% |
$75.7K - $84.1K
|
54.2K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.54K- 0.46% |
$103K - $114K
|
331K
$22.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.74K- 0.5% |
$116K - $129K
|
345K
$23.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.99K- 4.73% |
$133K - $148K
|
40.1K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.07K- 10.25% |
$138K - $153K
|
18.1K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.13K- 6.99% |
$142K - $158K
|
28.4K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.59K- 20.22% |
$173K - $192K
|
10.2K
$691K
|