Latest Institutional Transactions on Ishares Tr Russell 2500 ETF (SMMD)
This table provides information on the latest institutional transactions involving Ishares Tr Russell 2500 ETF (SMMD) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.44KNew |
$274K - $302K
|
4.44K
$310K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
3.12KNew |
$192K - $213K
|
3.12K
$218K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-210K- 85.27% |
$13M - $14.3M
|
36.3K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-149- 0.5% |
$9.19K - $10.2K
|
29.7K
$2.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-315K- 23.43% |
$19.4M - $21.5M
|
1.03M
$72M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.5K- 7.31% |
$647K - $715K
|
133K
$9.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31New |
$1.91K - $2.11K
|
31
$2.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.7KNew |
$1.58M - $1.75M
|
25.7K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.92K+ 2.94% |
$242K - $267K
|
137K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.32% |
$309 - $341
|
1.57K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.4KNew |
$210K - $232K
|
3.4K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$183K - $203K
|
2.97K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
536+ 0.73% |
$33.1K - $36.5K
|
74.3K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.56K- 3.9% |
$158K - $175K
|
63.1K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 5.75% |
$632K - $698K
|
188K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.2K+ 3.68% |
$1.31M - $1.45M
|
599K
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 55.0% |
$794K - $877K
|
36.3K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.18K- 1.47% |
$319K - $353K
|
347K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23.3K- 56.44% |
$1.44M - $1.59M
|
18K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.1K- 4.17% |
$67.9K - $75K
|
25.3K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-36- 0.53% |
$2.22K - $2.45K
|
6.72K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
20.9KNew |
$1.29M - $1.43M
|
20.9K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.9K- 78.65% |
$2.22M - $2.45M
|
9.75K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.5K+ 6.66% |
$769K - $849K
|
200K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38.3K+ 13.1% |
$2.36M - $2.61M
|
330K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-51.5K- 81.58% |
$3.18M - $3.51M
|
11.6K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7K+ 140.7% |
$662K - $732K
|
18.4K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.04K+ 5.72% |
$63.9K - $70.6K
|
19.1K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.11K- 7.11% |
$254K - $280K
|
53.7K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-54.5K- 43.07% |
$3.36M - $3.71M
|
72K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-60- 3.84% |
$3.7K - $4.09K
|
1.5K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.12K+ 13.25% |
$316K - $349K
|
43.7K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.5K+ 15.32% |
$3.79M - $4.19M
|
463K
$32.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12- 1.25% |
$741 - $818
|
950
$66.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.73K- 24.8% |
$107K - $118K
|
5.24K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.4K- 73.78% |
$2.8M - $3.09M
|
16.1K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
27.8K+ 6.97% |
$1.72M - $1.9M
|
427K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.23KNew |
$75.6K - $83.5K
|
1.23K
$85.7K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
225+ 5.2% |
$13.9K - $15.3K
|
4.55K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.87K+ 1.36% |
$239K - $264K
|
289K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
816+ 25.56% |
$50.4K - $55.6K
|
4.01K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.05K- 20.16% |
$64.9K - $71.6K
|
4.16K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.9K- 19.52% |
$1.17M - $1.29M
|
78K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-578- 3.16% |
$35.7K - $39.4K
|
17.7K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
199+ 0.53% |
$12.3K - $13.6K
|
38.1K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
101K+ 43.53% |
$6.2M - $6.85M
|
331K
$23.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.71K+ 61.73% |
$105K - $116K
|
4.48K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.93K- 22.64% |
$551K - $609K
|
30.5K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.26K- 7.19% |
$201K - $222K
|
42.1K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
446+ 1.16% |
$27.5K - $30.4K
|
39K
$2.73M
|