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 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-780- 48.9% |
$42.8K - $52.9K
|
815
$56.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.21KNew |
$66.3K - $82K
|
1.21K
$83.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.13K+ 60.45% |
$446K - $551K
|
21.6K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.04KNew |
$167K - $206K
|
3.04K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
504+ 128.24% |
$27.6K - $34.2K
|
897
$61.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-60- 0.77% |
$3.29K - $4.07K
|
7.71K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.12K+ 2.47% |
$61.1K - $75.6K
|
46.2K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-89.8K- 12.95% |
$4.92M - $6.09M
|
604K
$41.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-457- 8.25% |
$25K - $31K
|
5.08K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.47K+ 19.76% |
$190K - $235K
|
21K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.95K+ 24.01% |
$381K - $471K
|
35.9K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.7K- 43.55% |
$2.23M - $2.76M
|
52.7K
$3.63M
|
|
|
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
|
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
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.39% |
$54.8 - $67.8
|
73
$5.03K
|
|
|
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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.85KNew |
$266K - $329K
|
4.85K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 0.64% |
$8.22K - $10.2K
|
23.2K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
514+ 7.68% |
$28.2K - $34.8K
|
7.2K
$496K
|
|
|
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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
677New |
$37.1K - $45.9K
|
677
$46.6K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55K+ 17.78% |
$85.1K - $105K
|
10.3K
$708K
|
|
|
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
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$1.41M - $1.74M
|
25.6K
$1.77M
|
|
|
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 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.2K- 40.87% |
$616K - $762K
|
16.3K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.3K- 56.13% |
$619K - $765K
|
8.83K
$608K
|
|
|
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 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
|