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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.39% |
$54.8 - $67.8
|
73
$5.03K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.85KNew |
$266K - $329K
|
4.85K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
182+ 2.18% |
$9.98K - $12.3K
|
8.52K
$587K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-238K- 19.7% |
$13.1M - $16.1M
|
971K
$66.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
444+ 12.5% |
$24.3K - $30.1K
|
4K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.72K- 46.35% |
$313K - $387K
|
6.61K
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.2K+ 19.88% |
$1.44M - $1.78M
|
158K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55K+ 17.78% |
$85.1K - $105K
|
10.3K
$708K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
677New |
$37.1K - $45.9K
|
677
$46.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-38.7K- 60.26% |
$2.12M - $2.62M
|
25.5K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.09K- 44.24% |
$224K - $277K
|
5.16K
$355K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-20- 1.63% |
$1.1K - $1.36K
|
1.21K
$83.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.53K+ 48.83% |
$194K - $240K
|
10.8K
$742K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 8.73% |
$594K - $735K
|
113K
$7.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.7KNew |
$312K - $386K
|
5.7K
$392K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-6- 0.14% |
$329 - $407
|
4.31K
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.4K+ 4.44% |
$1.17M - $1.45M
|
503K
$34.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$1.41M - $1.74M
|
25.6K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.2K- 40.87% |
$616K - $762K
|
16.3K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.03K- 12.2% |
$495K - $612K
|
65K
$4.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3K- 19.75% |
$164K - $203K
|
12.2K
$839K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-226- 6.02% |
$12.4K - $15.3K
|
3.53K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.3K- 56.13% |
$619K - $765K
|
8.83K
$608K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-22.7K- 11.84% |
$1.24M - $1.54M
|
169K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
350+ 8.73% |
$19.2K - $23.7K
|
4.36K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
439+ 0.56% |
$24.1K - $29.8K
|
78.8K
$5.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
76.2K+ 13.99% |
$4.18M - $5.17M
|
621K
$42.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-673- 8.55% |
$36.9K - $45.6K
|
7.2K
$495K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.12K+ 5.29% |
$61.3K - $75.8K
|
22.3K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.29K- 4.0% |
$290K - $358K
|
127K
$8.74M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 14.87% |
$56K - $69.3K
|
7.9K
$544K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-295- 2.92% |
$16.2K - $20K
|
9.82K
$676K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-16.2K- 4.56% |
$887K - $1.1M
|
339K
$23.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.1K- 6.04% |
$60.3K - $74.6K
|
17.1K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
311+ 187.35% |
$17K - $21.1K
|
477
$32.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 18.9% |
$619K - $765K
|
71K
$4.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
25+ 0.5% |
$1.37K - $1.69K
|
5.02K
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.83K- 1.4% |
$265K - $328K
|
339K
$23.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 374.63% |
$97.9K - $121K
|
2.26K
$156K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-9- 12.86% |
$493 - $610
|
61
$4.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.27K- 27.92% |
$69.7K - $86.2K
|
3.28K
$226K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30.6KNew |
$1.68M - $2.08M
|
30.6K
$2.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.59K+ 10.28% |
$471K - $582K
|
92.2K
$6.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.3K- 53.01% |
$126K - $156K
|
2.04K
$140K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
648New |
$35.5K - $43.9K
|
648
$44.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.63KNew |
$144K - $178K
|
2.63K
$181K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.88K- 15.78% |
$103K - $128K
|
10K
$692K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.72K+ 1.88% |
$259K - $320K
|
257K
$17.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.76K+ 17.45% |
$96.2K - $119K
|
11.8K
$813K
|