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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 56.84% |
$140K - $173K
|
7.03K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
81+ 2.84% |
$4.44K - $5.49K
|
2.93K
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.45K+ 12.17% |
$463K - $573K
|
77.9K
$5.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-28.4K- 5.18% |
$1.56M - $1.93M
|
520K
$35.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.39KNew |
$186K - $230K
|
3.39K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
12.9K+ 26.26% |
$708K - $876K
|
62.1K
$4.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-131K- 50.78% |
$7.19M - $8.89M
|
127K
$8.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-878- 5.43% |
$48.1K - $59.5K
|
15.3K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-348- 1.82% |
$19.1K - $23.6K
|
18.8K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.31KNew |
$181K - $224K
|
3.31K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
9.88K+ 298.19% |
$541K - $670K
|
13.2K
$908K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-8- -0.0% |
$438 - $542
|
220K
$15.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-58K- 28.59% |
$3.18M - $3.93M
|
145K
$9.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-116- 2.12% |
$6.36K - $7.86K
|
5.36K
$369K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.44K- 19.05% |
$78.8K - $97.4K
|
6.11K
$421K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.03K+ 26.16% |
$56.3K - $69.7K
|
4.96K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 14.99% |
$16.4K - $20.3K
|
1.7K
$117K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-30.3K- 20.11% |
$1.87M - $2.16M
|
120K
$8.3M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
7.41KNew |
$456K - $528K
|
7.41K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.31K+ 61.85% |
$450K - $521K
|
19.1K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3- 0.19% |
$185 - $214
|
1.58K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 17.06% |
$7.23M - $8.37M
|
806K
$55.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.8K+ 136.19% |
$4.23M - $4.9M
|
119K
$8.21M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-147- 6.28% |
$9.05K - $10.5K
|
2.19K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.3K- 20.11% |
$1.87M - $2.16M
|
120K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.3KNew |
$943K - $1.09M
|
15.3K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.22K+ 11.96% |
$383K - $444K
|
58.3K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.88K+ 11.85% |
$178K - $206K
|
27.2K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.6K- 14.11% |
$222K - $257K
|
21.9K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.92K+ 27.06% |
$118K - $137K
|
9K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
26.7KNew |
$1.64M - $1.9M
|
26.7K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 4.26% |
$165K - $191K
|
60.2K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
514K+ 29.37% |
$31.6M - $36.6M
|
2.26M
$156M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.69K- 32.45% |
$474K - $548K
|
16K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.76K- 6.24% |
$170K - $197K
|
41.5K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.76K- 27.7% |
$416K - $482K
|
17.6K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.42K- 19.17% |
$210K - $243K
|
14.4K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.46M - $1.69M
|
23.7K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.16K- 35.24% |
$133K - $154K
|
3.97K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
746+ 15.83% |
$45.9K - $53.2K
|
5.46K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
105K+ 1201.1% |
$6.44M - $7.46M
|
113K
$7.81M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
662+ 6.22% |
$40.7K - $47.2K
|
11.3K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.5K+ 1288.23% |
$4.4M - $5.09M
|
77K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.83K+ 9.13% |
$174K - $202K
|
33.8K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
803+ 84.53% |
$49.4K - $57.2K
|
1.75K
$121K
|
|