Latest Institutional Purchases of Ishares Tr Russell 2500 ETF (SMMD)
This list provides information on the latest institutional transactions involving Ishares Tr Russell 2500 ETF (SMMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
12.9K+ 26.26% |
$708K - $876K
|
62.1K
$4.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
9.88K+ 298.19% |
$541K - $670K
|
13.2K
$902K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.45K+ 12.17% |
$463K - $573K
|
77.9K
$5.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.39KNew |
$186K - $230K
|
3.39K
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.31KNew |
$181K - $224K
|
3.31K
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.03K+ 26.16% |
$56.3K - $69.7K
|
4.96K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
81+ 2.84% |
$4.44K - $5.49K
|
2.93K
$201K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
514K+ 29.37% |
$31.6M - $36.6M
|
2.26M
$155M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
355KNew |
$21.8M - $25.3M
|
355K
$24.3M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
192KNew |
$11.8M - $13.7M
|
192K
$13.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
141K+ 10.31% |
$8.66M - $10M
|
1.5M
$103M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 17.06% |
$7.23M - $8.37M
|
806K
$55.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
105K+ 1201.1% |
$6.44M - $7.46M
|
113K
$7.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
98.3K+ 22.02% |
$6.05M - $7.01M
|
545K
$37.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
80.7K+ 83.71% |
$4.97M - $5.75M
|
177K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.5K+ 1288.23% |
$4.4M - $5.09M
|
77K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.8K+ 136.19% |
$4.23M - $4.9M
|
119K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
58.1K+ 9.14% |
$3.58M - $4.14M
|
694K
$47.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
37.7K+ 141.72% |
$2.32M - $2.68M
|
64.2K
$4.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
34.5K+ 70.3% |
$2.12M - $2.46M
|
83.6K
$5.72M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
28.4K+ 11.46% |
$1.75M - $2.02M
|
276K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
26.7KNew |
$1.64M - $1.9M
|
26.7K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.46M - $1.69M
|
23.7K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.7K+ 18.27% |
$1.33M - $1.55M
|
140K
$9.6M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
19.8K+ 16.26% |
$1.22M - $1.41M
|
142K
$9.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.3K+ 11.03% |
$1.12M - $1.3M
|
184K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 33.29% |
$1.07M - $1.24M
|
69.5K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.3KNew |
$943K - $1.09M
|
15.3K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14.1K+ 28.12% |
$868K - $1.01M
|
64.3K
$4.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
13.6KNew |
$836K - $968K
|
13.6K
$929K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.6K+ 2.68% |
$775K - $897K
|
482K
$33M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
10.2K+ 3.5% |
$630K - $730K
|
303K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.78K+ 25.36% |
$541K - $626K
|
43.4K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.84K+ 3.75% |
$482K - $559K
|
217K
$14.8M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
7.41KNew |
$456K - $528K
|
7.41K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.31K+ 61.85% |
$450K - $521K
|
19.1K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.97K+ 18.3% |
$429K - $497K
|
45.1K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
6.93K+ 27.42% |
$427K - $494K
|
32.2K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.22K+ 11.96% |
$383K - $444K
|
58.3K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.84KNew |
$360K - $416K
|
5.84K
$400K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.54KNew |
$341K - $395K
|
5.54K
$379K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.83K+ 3.5% |
$297K - $344K
|
143K
$9.77M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.73KNew |
$291K - $337K
|
4.73K
$323K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.56KNew |
$280K - $325K
|
4.56K
$312K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.02K+ 85.3% |
$247K - $287K
|
8.74K
$597K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.89KNew |
$239K - $277K
|
3.89K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
3.51K+ 27.78% |
$216K - $250K
|
16.1K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.34K+ 33.01% |
$205K - $238K
|
13.4K
$920K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.3K+ 28.5% |
$203K - $235K
|
14.9K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.97K+ 17.28% |
$182K - $211K
|
20.1K
$1.38M
|
|