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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
127K+ 111.99% |
$9.14M - $9.6M
|
240K
$17.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
51.2KNew |
$3.69M - $3.87M
|
51.2K
$3.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31K+ 58398.11% |
$2.23M - $2.34M
|
31K
$2.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 20.25% |
$1.61M - $1.69M
|
133K
$9.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
21.6K+ 6.51% |
$1.55M - $1.63M
|
353K
$25.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14.9K+ 9.37% |
$1.07M - $1.12M
|
174K
$12.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.8K+ 66.14% |
$919K - $965K
|
32.1K
$2.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.54K+ 3.81% |
$687K - $722K
|
260K
$18.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
9.06KNew |
$653K - $685K
|
9.06K
$656K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.57K+ 2.54% |
$401K - $421K
|
225K
$16.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.8KNew |
$346K - $363K
|
4.8K
$348K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.58KNew |
$258K - $271K
|
3.58K
$260K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.67KNew |
$192K - $202K
|
2.67K
$193K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.58K+ 1802.1% |
$186K - $195K
|
2.72K
$197K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.47K+ 33.7% |
$106K - $111K
|
5.82K
$422K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
418+ 11.79% |
$30.1K - $31.6K
|
3.96K
$287K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
218+ 3.0% |
$15.7K - $16.5K
|
7.48K
$542K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
51+ 0.35% |
$3.67K - $3.86K
|
14.5K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.04% |
$144 - $151
|
5.28K
$382K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.04% |
$72.1 - $75.7
|
2.27K
$164K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$72.1 - $75.7
|
4.83K
$350K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
474K+ 16.17% |
$32.2M - $35.4M
|
3.4M
$247M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
328K+ 283.15% |
$22.3M - $24.5M
|
444K
$32.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
105KNew |
$7.1M - $7.81M
|
105K
$7.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
99.8K+ 12.22% |
$6.77M - $7.45M
|
916K
$66.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72K+ 11.6% |
$4.89M - $5.38M
|
693K
$50.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
58K+ 2644.07% |
$3.94M - $4.33M
|
60.2K
$4.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
48.6K+ 94.48% |
$3.3M - $3.63M
|
99.9K
$7.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
34.2K+ 10.58% |
$2.32M - $2.55M
|
358K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34K+ 21.46% |
$2.31M - $2.54M
|
192K
$13.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.2K+ 6.87% |
$1.1M - $1.21M
|
252K
$18.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.4K+ 64.84% |
$978K - $1.08M
|
36.6K
$2.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 7.07% |
$891K - $980K
|
199K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 136.04% |
$815K - $897K
|
20.8K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 16.3% |
$784K - $862K
|
82.4K
$5.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.86K+ 3.84% |
$670K - $737K
|
266K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
9.52K+ 110.72% |
$647K - $711K
|
18.1K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.27K+ 8.97% |
$561K - $618K
|
100K
$7.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.97K+ 7.9% |
$473K - $520K
|
95.1K
$6.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.35KNew |
$363K - $400K
|
5.35K
$388K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.13K+ 0.85% |
$348K - $383K
|
609K
$44.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.64K+ 32.25% |
$315K - $346K
|
19K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.61K+ 12.83% |
$313K - $344K
|
40.5K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.29KNew |
$291K - $321K
|
4.29K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
4.07KNew |
$276K - $304K
|
4.07K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.05K+ 18.76% |
$275K - $302K
|
25.6K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.65K+ 2.63% |
$248K - $273K
|
142K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 4.71% |
$227K - $250K
|
74.4K
$5.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 406.33% |
$227K - $250K
|
4.16K
$301K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.31KNew |
$225K - $247K
|
3.31K
$240K
|
|