Purchases and Sales Made in Q4 2024 in Proshares Tr Russell 2000 Divi (SMDV)
This table provides information about the institutional ownership of Proshares Tr Russell 2000 Divi (SMDV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.61K+ 9.06% |
$512K - $577K
|
91.5K
$6.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.69KNew |
$249K - $280K
|
3.69K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.66K+ 1.94% |
$247K - $278K
|
193K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.84K+ 64.68% |
$191K - $216K
|
7.24K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.38K+ 3.62% |
$161K - $181K
|
68.3K
$4.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
950+ 3.29% |
$64K - $72.1K
|
29.8K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
724+ 11.97% |
$48.8K - $54.9K
|
6.77K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
500New |
$33.7K - $37.9K
|
500
$34.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
400New |
$27K - $30.4K
|
400
$27.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
395+ 1.73% |
$26.6K - $30K
|
23.3K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
321+ 2.8% |
$21.6K - $24.4K
|
11.8K
$816K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
261+ 1.54% |
$17.6K - $19.8K
|
17.2K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
245New |
$16.5K - $18.6K
|
245
$17K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
236+ 4.02% |
$15.9K - $17.9K
|
6.11K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
195+ 3.52% |
$13.1K - $14.8K
|
5.74K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
192+ 1.26% |
$12.9K - $14.6K
|
15.5K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
148+ 2960.0% |
$9.97K - $11.2K
|
153
$10.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
140New |
$9.43K - $10.6K
|
140
$9.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
118New |
$7.95K - $8.95K
|
118
$8.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
98New |
$6.6K - $7.44K
|
98
$6.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
66+ 3.02% |
$4.45K - $5.01K
|
2.25K
$156K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49+ 1.38% |
$3.3K - $3.72K
|
3.61K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
49+ 0.69% |
$3.3K - $3.72K
|
7.13K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
22+ 0.18% |
$1.48K - $1.67K
|
12K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 0.28% |
$1.35K - $1.52K
|
7.13K
$494K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$539 - $607
|
5.13K
$356K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.12% |
$270 - $304
|
3.45K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 3.57% |
$67.4 - $75.9
|
29
$2.01K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1+ 0.03% |
$67.4 - $75.9
|
3.7K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.95% |
$67.4 - $75.9
|
106
$7.35K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6- 0.06% |
$404 - $455
|
9.33K
$647K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-9- 0.27% |
$606 - $683
|
3.29K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-19- 0.95% |
$1.28K - $1.44K
|
1.98K
$137K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-179- 4.89% |
$12.1K - $13.6K
|
3.48K
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-182- 3.5% |
$12.3K - $13.8K
|
5.02K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-307- 2.16% |
$20.7K - $23.3K
|
13.9K
$963K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-422- 7.05% |
$28.4K - $32K
|
5.57K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-442- 3.45% |
$29.8K - $33.5K
|
12.4K
$856K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-456- 4.5% |
$30.7K - $34.6K
|
9.68K
$671K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-477- 5.59% |
$32.1K - $36.2K
|
8.06K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-516- 3.92% |
$34.8K - $39.2K
|
12.7K
$877K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-565- 10.03% |
$38.1K - $42.9K
|
5.07K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.09K- 1.97% |
$73.7K - $83K
|
54.6K
$3.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.16K- 4.3% |
$78.4K - $88.3K
|
25.9K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.79K- 2.53% |
$120K - $136K
|
68.9K
$4.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.48K- 23.42% |
$167K - $188K
|
8.12K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3.78K- 2.56% |
$255K - $287K
|
144K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.7K- 1.53% |
$451K - $508K
|
431K
$29.9M
|