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 12, 2020
Q2 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-16.1KClosed |
$498K - $731K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-18KClosed |
$559K - $821K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-62.4KClosed |
$1.94M - $2.84M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.31KClosed |
$38.4K - $65.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-193Closed |
$5.64K - $9.57K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-400Closed |
$11.7K - $19.8K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.32KClosed |
$67.9K - $115K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-28.1KClosed |
$821K - $1.39M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-24.2KClosed |
$1.04M - $1.17M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Washington Trust Bank
|
SELL
|
- |
-26.7KClosed |
$1.14M - $1.23M
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-120Closed |
$5.15K - $5.54K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
12th Street Asset Management Company, LLC
Nashville, TN |
SELL
|
- |
-5.31KClosed |
$200K - $239K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.7KNew |
$402K - $480K
|
10.7K
$734K
|
|
|
May 03, 2019
Q1 2019
|
Stephens Inc
|
SELL
|
- |
-21.5KClosed |
$811K - $970K
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Divergent Wealth Advisors
|
SELL
|
- |
-7.8KClosed |
$294K - $351K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
278New |
$12.7K - $13.6K
|
278
$19.1K
|
|