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 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.98KNew |
$198K - $220K
|
2.98K
$203K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.83KNew |
$188K - $209K
|
2.83K
$193K
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.15K+ 20.92% |
$144K - $159K
|
12.4K
$851K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.51K+ 28.74% |
$100K - $112K
|
6.75K
$461K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
464New |
$30.9K - $34.4K
|
464
$31.7K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
440New |
$29.3K - $32.6K
|
440
$30.1K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
396+ 396.0% |
$26.4K - $29.3K
|
496
$33.9K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
340New |
$22.7K - $25.2K
|
340
$23.3K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
110+ 0.89% |
$7.33K - $8.15K
|
12.5K
$857K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
89New |
$5.93K - $6.59K
|
89
$6.09K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
72New |
$4.8K - $5.33K
|
72
$4.92K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
46+ 1.55% |
$3.07K - $3.41K
|
3.01K
$206K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22+ 0.5% |
$1.47K - $1.63K
|
4.46K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$200 - $222
|
3
$205
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.5K+ 119.25% |
$3.55M - $3.92M
|
106K
$7.23M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.7KNew |
$1.58M - $1.75M
|
25.7K
$1.75M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 66.67% |
$772K - $853K
|
31.3K
$2.14M
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10KNew |
$620K - $684K
|
10K
$687K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.75KNew |
$232K - $256K
|
3.75K
$257K
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.6KNew |
$222K - $245K
|
3.6K
$246K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.35KNew |
$206K - $228K
|
3.35K
$229K
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.04KNew |
$188K - $207K
|
3.04K
$208K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$183K - $203K
|
2.97K
$203K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.23KNew |
$75.6K - $83.5K
|
1.23K
$83.8K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
253+ 1.72% |
$15.6K - $17.2K
|
15K
$1.02M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$1.23K - $1.36K
|
20
$1.37K
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.08K+ 1718.2% |
$427K - $461K
|
7.49K
$512K
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.57K+ 26.58% |
$215K - $233K
|
17K
$1.16M
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
417New |
$25.2K - $27.2K
|
417
$28.5K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125New |
$7.54K - $8.15K
|
125
$8.55K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2+ 0.02% |
$121 - $130
|
10.5K
$720K
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
7.18K+ 4.1% |
$422K - $471K
|
182K
$12.5M
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
5K+ 65.95% |
$294K - $328K
|
12.6K
$860K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.55KNew |
$208K - $233K
|
3.55K
$242K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.94KNew |
$114K - $127K
|
1.94K
$133K
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
761+ 5.52% |
$44.7K - $49.9K
|
14.5K
$995K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
607New |
$35.7K - $39.8K
|
607
$41.5K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
75New |
$4.41K - $4.92K
|
75
$5.13K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
63New |
$3.7K - $4.13K
|
63
$4.31K
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12New |
$705 - $787
|
12
$821
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
59.4KNew |
$3M - $3.7M
|
59.4K
$4.06M
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
19.3K+ 386.2% |
$974K - $1.2M
|
24.3K
$1.66M
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
6.38KNew |
$322K - $398K
|
6.38K
$436K
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.1KNew |
$257K - $318K
|
5.1K
$349K
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.3KNew |
$217K - $268K
|
4.3K
$294K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.45KNew |
$124K - $153K
|
2.45K
$168K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.45K+ 14.07% |
$72.9K - $90.1K
|
11.7K
$801K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
963+ 9.84% |
$48.6K - $60K
|
10.7K
$735K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
132+ 1.19% |
$6.66K - $8.23K
|
11.3K
$770K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
86New |
$4.34K - $5.36K
|
86
$5.88K
|