Latest Institutional Transactions on Proshares Tr Russell 2000 Divi (SMDV)
This table provides information on the latest institutional transactions involving Proshares Tr Russell 2000 Divi (SMDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2020
Q1 2020
|
Concentrum Wealth Management
|
SELL
|
- |
-5.34KClosed |
$219K - $333K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.33KClosed |
$219K - $332K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 27.03% |
$2.05K - $3.12K
|
135
$8.99K
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150Closed |
$6.16K - $9.35K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-35.7KClosed |
$1.47M - $2.22M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10.2KClosed |
$420K - $638K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Lake Street Financial LLC
|
SELL
|
- |
-3.76KClosed |
$154K - $234K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 09, 2024
Q4 2019
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.34KNew |
$364K - $398K
|
6.34K
$423K
|
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-37Closed |
$2.12K - $2.32K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-300Closed |
$17.2K - $18.8K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-72Closed |
$4.13K - $4.51K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-925Closed |
$53K - $58K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.37% |
$58.3 - $60.8
|
268
$17.9K
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.44KNew |
$83.9K - $87.5K
|
1.44K
$95.9K
|
|
| Q2 2019 | |||||||
|
Aug 19, 2019
Q2 2019
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-23.2KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.12KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-580Closed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.48KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-172Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-742Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67New |
N/A
|
67
$4.46K
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-618Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.01KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-230KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.51KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
5.78KNew |
N/A
|
5.78K
$385K
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-3.54KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.76KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-240Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.27KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-48.2KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Sep 25, 2018
Q1 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-207Closed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Financial Services Advisory Inc
|
SELL
|
- |
-20.6KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Rothschild Investment Corp
|
SELL
|
- |
-4.9KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Bouchey Financial Group LTD
|
SELL
|
- |
-242KClosed |
N/A
|
0
$0
|
|
|
Apr 06, 2018
Q1 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-86.8KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Compton Capital Management Inc
|
SELL
|
- |
-3.43K- 23.32% |
N/A
|
11.3K
$750K
|
|
| Q4 2016 | |||||||
|
Sep 10, 2018
Q4 2016
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.63KClosed |
N/A
|
0
$0
|
|