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 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.45K+ 12.17% |
$463K - $573K
|
77.9K
$5.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
81+ 2.84% |
$4.44K - $5.49K
|
2.93K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 56.84% |
$140K - $173K
|
7.03K
$526K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.39KNew |
$186K - $230K
|
3.39K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
12.9K+ 26.26% |
$708K - $876K
|
62.1K
$4.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-131K- 50.78% |
$7.19M - $8.89M
|
127K
$9.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.31KNew |
$181K - $224K
|
3.31K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-878- 5.43% |
$48.1K - $59.5K
|
15.3K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-116- 2.12% |
$6.36K - $7.86K
|
5.36K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-58K- 28.59% |
$3.18M - $3.93M
|
145K
$10.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.44K- 19.05% |
$78.8K - $97.4K
|
6.11K
$457K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.03K+ 26.16% |
$56.3K - $69.7K
|
4.96K
$371K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 14.99% |
$16.4K - $20.3K
|
1.7K
$127K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.83KNew |
$174K - $201K
|
2.83K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.3K- 20.11% |
$1.87M - $2.16M
|
120K
$9.02M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-147- 6.28% |
$9.05K - $10.5K
|
2.19K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
514K+ 29.37% |
$31.6M - $36.6M
|
2.26M
$169M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.92K+ 27.06% |
$118K - $137K
|
9K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.88K+ 11.85% |
$178K - $206K
|
27.2K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
803+ 84.53% |
$49.4K - $57.2K
|
1.75K
$131K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.76K- 27.7% |
$416K - $482K
|
17.6K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.46M - $1.69M
|
23.7K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.16K- 35.24% |
$133K - $154K
|
3.97K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$246 - $285
|
1.72K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.78K+ 25.36% |
$541K - $626K
|
43.4K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.17KNew |
$72.3K - $83.7K
|
1.17K
$87.8K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-5.91K- 45.03% |
$364K - $421K
|
7.21K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-944- 12.53% |
$58.1K - $67.3K
|
6.59K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.89KNew |
$239K - $277K
|
3.89K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1- 0.54% |
$61.6 - $71.3
|
183
$13.7K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
264+ 851.61% |
$16.2K - $18.8K
|
295
$22.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 34.85% |
$5.17K - $5.99K
|
157
$11.7K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
80+ 16.19% |
$4.92K - $5.7K
|
574
$42.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-325- 7.72% |
$20K - $23.2K
|
3.89K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.51K- 99.43% |
$216K - $250K
|
20
$1.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.3K+ 41.14% |
$142K - $164K
|
7.89K
$590K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
964+ 22.3% |
$59.3K - $68.7K
|
5.29K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-2.3K- 6.39% |
$141K - $164K
|
33.6K
$2.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-28- 34.57% |
$1.72K - $2K
|
53
$3.97K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.21K- 47.14% |
$198K - $229K
|
3.6K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
141K+ 10.31% |
$8.66M - $10M
|
1.5M
$113M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.61% |
$61.6 - $71.3
|
166
$12.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
822New |
$50.6K - $58.6K
|
822
$61.5K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-27.2K- 11.52% |
$1.81M - $2.01M
|
209K
$15.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.42K- 17.03% |
$94.3K - $105K
|
6.89K
$516K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
89New |
$5.93K - $6.59K
|
89
$6.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
340New |
$22.7K - $25.2K
|
340
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.29K- 38.07% |
$486K - $540K
|
11.9K
$887K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
76.4KNew |
$5.1M - $5.66M
|
76.4K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.54KNew |
$236K - $262K
|
3.54K
$265K
|
|