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 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
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
25+ 0.5% |
$1.37K - $1.69K
|
5.02K
$346K
|
|
|
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
|
|
|
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
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30.6KNew |
$1.68M - $2.08M
|
30.6K
$2.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.3K- 53.01% |
$126K - $156K
|
2.04K
$140K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.72K+ 1.88% |
$259K - $320K
|
257K
$17.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.88K- 15.78% |
$103K - $128K
|
10K
$692K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.76K+ 17.45% |
$96.2K - $119K
|
11.8K
$813K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
29.9K+ 219.9% |
$1.64M - $2.02M
|
43.5K
$2.99M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
405+ 9.75% |
$22.2K - $27.5K
|
4.56K
$314K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
26.9K+ 461.13% |
$1.48M - $1.83M
|
32.8K
$2.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
2.98KNew |
$163K - $202K
|
2.98K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
26+ 8.55% |
$1.43K - $1.76K
|
330
$22.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.01K- 15.0% |
$110K - $136K
|
11.4K
$783K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11+ 0.34% |
$603 - $746
|
3.29K
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-167- 30.2% |
$9.15K - $11.3K
|
386
$26.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.41K+ 634.08% |
$77.5K - $95.8K
|
1.64K
$113K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.6KNew |
$471K - $583K
|
8.6K
$592K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.44K+ 18.33% |
$189K - $233K
|
22.2K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-143- 1.09% |
$7.84K - $9.69K
|
13K
$894K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
276+ 27.79% |
$15.1K - $18.7K
|
1.27K
$87.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 16.09% |
$131K - $162K
|
12.5K
$860K
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-205- 1.87% |
$11.2K - $13.9K
|
10.7K
$740K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-2.2K- 13.63% |
$121K - $149K
|
14K
$961K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.5K- 2.52% |
$301K - $373K
|
212K
$14.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 8.21% |
$90.7K - $112K
|
18.5K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-11.8K- 76.99% |
$646K - $799K
|
3.52K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
93+ 0.8% |
$5.1K - $6.3K
|
11.7K
$808K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14.3K- 4.2% |
$783K - $969K
|
326K
$22.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
8.98KNew |
$492K - $608K
|
8.98K
$618K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.7K+ 21.9% |
$1.68M - $2.08M
|
171K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
35+ 0.31% |
$1.92K - $2.37K
|
11.4K
$788K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.41K+ 4.84% |
$351K - $434K
|
139K
$9.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
116K+ 181.8% |
$6.37M - $7.87M
|
180K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-295- 6.63% |
$16.2K - $20K
|
4.15K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.98KNew |
$163K - $202K
|
2.98K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$329 - $407
|
6
$413
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
6.74K+ 20.92% |
$369K - $457K
|
38.9K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.98KNew |
$163K - $202K
|
2.98K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.44K+ 30.4% |
$189K - $233K
|
14.8K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.6K+ 36.77% |
$1.4M - $1.73M
|
95K
$6.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-135K- 42.2% |
$7.42M - $9.18M
|
185K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.79K+ 6.85% |
$536K - $663K
|
153K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-698- 3.92% |
$38.3K - $47.3K
|
17.1K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.21K- 4.0% |
$121K - $150K
|
53.1K
$3.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-186- 19.79% |
$10.2K - $12.6K
|
754
$51.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
7.46K+ 2.46% |
$409K - $505K
|
310K
$21.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-119K- 67.42% |
$6.54M - $8.09M
|
57.7K
$3.97M
|