Purchases and Sales Made in Q1 2023 in Proshares Tr Russell 2000 Divi (SMDV)
This table provides information about the institutional ownership of Proshares Tr Russell 2000 Divi (SMDV) during Q1 2023. The information is specifically focused on institutions that hold shares of PROSHARES TR RUSSELL 2000 DIVI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
370+ 4.7% |
$21.7K - $24.8K
|
8.24K
$567K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
334+ 8.52% |
$19.6K - $22.4K
|
4.25K
$292K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
331+ 5.35% |
$19.4K - $22.2K
|
6.52K
$448K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
191+ 329.31% |
$11.2K - $12.8K
|
249
$17.1K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
152+ 0.61% |
$8.9K - $10.2K
|
25.2K
$1.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$5.86K - $6.7K
|
100
$6.87K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
95+ 1.32% |
$5.56K - $6.36K
|
7.28K
$500K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
85+ 1.7% |
$4.98K - $5.69K
|
5.08K
$349K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
73New |
$4.28K - $4.89K
|
73
$5.02K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
64+ 1.07% |
$3.75K - $4.29K
|
6.07K
$417K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45+ 0.01% |
$2.64K - $3.01K
|
321K
$22.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 1.44% |
$1.23K - $1.41K
|
1.48K
$102K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21+ 5.56% |
$1.23K - $1.41K
|
399
$27.4K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10+ 0.23% |
$586 - $670
|
4.27K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.26% |
$469 - $536
|
3.1K
$213K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.13% |
$410 - $469
|
5.45K
$374K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.26% |
$293 - $335
|
1.9K
$130K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.08% |
$176 - $201
|
3.85K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.8% |
$117 - $134
|
252
$17.3K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.03% |
$117 - $134
|
5.79K
$398K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 6.17% |
$293 - $335
|
76
$5.22K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 1.07% |
$1.76K - $2.01K
|
2.78K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-82- 2.05% |
$4.8K - $5.49K
|
3.91K
$269K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-102- 2.15% |
$5.97K - $6.83K
|
4.65K
$320K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 2.07% |
$8.79K - $10K
|
7.08K
$487K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-161- 0.87% |
$9.43K - $10.8K
|
18.3K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-168- 3.48% |
$9.84K - $11.2K
|
4.67K
$321K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-171- 5.57% |
$10K - $11.5K
|
2.9K
$199K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-219- 4.04% |
$12.8K - $14.7K
|
5.2K
$357K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-222- 1.97% |
$13K - $14.9K
|
11K
$758K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-331- 4.49% |
$19.4K - $22.2K
|
7.04K
$484K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-450- 10.07% |
$26.4K - $30.1K
|
4.02K
$276K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-460- 6.71% |
$26.9K - $30.8K
|
6.39K
$439K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-629- 7.53% |
$36.8K - $42.1K
|
7.73K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-671- 61.96% |
$39.3K - $44.9K
|
412
$28.3K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-692- 2.32% |
$40.5K - $46.3K
|
29.1K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-736- 3.59% |
$43.1K - $49.3K
|
19.7K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-753- 2.93% |
$44.1K - $50.4K
|
25K
$1.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-826- 8.93% |
$48.4K - $55.3K
|
8.42K
$579K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-956- 9.27% |
$56K - $64K
|
9.36K
$643K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.13K- 49.87% |
$66.4K - $75.9K
|
1.14K
$78.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.29K- 24.57% |
$75.6K - $86.4K
|
3.96K
$272K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.36K- 2.8% |
$79.5K - $90.9K
|
47.2K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.05K- 29.84% |
$120K - $137K
|
4.82K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.26K- 3.93% |
$133K - $152K
|
55.3K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.54K- 10.25% |
$149K - $170K
|
22.2K
$1.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.67K- 2.05% |
$156K - $179K
|
128K
$8.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.3K- 39.12% |
$193K - $221K
|
5.14K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.19K- 20.59% |
$363K - $414K
|
23.9K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.33K- 1.17% |
$429K - $491K
|
617K
$42.4M
|