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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
122KNew |
$8.14M - $9.04M
|
122K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45K- 83.79% |
$3M - $3.34M
|
8.71K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 36.85% |
$110K - $122K
|
6.12K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.7KNew |
$1.18M - $1.31M
|
17.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.78K+ 3.0% |
$318K - $354K
|
164K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.54KNew |
$236K - $262K
|
3.54K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
59.6K+ 31.66% |
$3.98M - $4.42M
|
248K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
558K+ 54.24% |
$37.2M - $41.4M
|
1.59M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.2K+ 4.61% |
$613K - $682K
|
209K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
6.13KNew |
$408K - $454K
|
6.13K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.34KNew |
$156K - $173K
|
2.34K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
226K+ 48.79% |
$15M - $16.7M
|
688K
$48.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36.9K+ 6.17% |
$2.46M - $2.74M
|
636K
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.67KNew |
$244K - $272K
|
3.67K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.4K- 64.73% |
$1.29M - $1.44M
|
10.6K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.08KNew |
$472K - $525K
|
7.08K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.9K- 27.68% |
$1.33M - $1.48M
|
52.1K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.42M+ 427.67% |
$94.5M - $105M
|
1.75M
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
76.4KNew |
$5.1M - $5.66M
|
76.4K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.41K+ 16.29% |
$227K - $253K
|
24.3K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
46+ 1.55% |
$3.07K - $3.41K
|
3.01K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
12.6KNew |
$841K - $935K
|
12.6K
$887K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
340New |
$22.7K - $25.2K
|
340
$23.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.21K- 43.13% |
$280K - $312K
|
5.55K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.17K+ 39.06% |
$478K - $531K
|
25.5K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.29K- 38.07% |
$486K - $540K
|
11.9K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
18+ 1.2% |
$1.2K - $1.33K
|
1.52K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
510+ 4.1% |
$34K - $37.8K
|
12.9K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-998- 8.58% |
$66.5K - $73.9K
|
10.6K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.6KNew |
$905K - $1.01M
|
13.6K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.77K+ 15.48% |
$451K - $501K
|
50.5K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.41KNew |
$494K - $549K
|
7.41K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19K+ 74.89% |
$1.26M - $1.4M
|
44.3K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
17.7K+ 364.8% |
$1.18M - $1.31M
|
22.6K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-31- 0.71% |
$2.07K - $2.3K
|
4.32K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
18.1KNew |
$1.21M - $1.34M
|
18.1K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
11.9KNew |
$793K - $882K
|
11.9K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.54K- 5.62% |
$236K - $262K
|
59.5K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
116+ 1.47% |
$7.73K - $8.59K
|
7.98K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$200 - $222
|
3
$211
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.44K+ 1.93% |
$95.7K - $106K
|
75.7K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.45% |
$467 - $519
|
1.58K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
44.8K+ 121.45% |
$2.99M - $3.32M
|
81.7K
$5.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-585- 3.3% |
$39K - $43.3K
|
17.2K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-39- 0.58% |
$2.6K - $2.89K
|
6.68K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
49.1KNew |
$3.27M - $3.64M
|
49.1K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4KNew |
$267K - $296K
|
4K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 61.12% |
$1.59M - $1.77M
|
62.9K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.14K- 34.18% |
$409K - $455K
|
11.8K
$831K
|