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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$1.26K - $1.56K
|
25
$1.71K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
22.7KNew |
$1.22M - $1.37M
|
22.7K
$1.55M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.43KNew |
$346K - $388K
|
6.43K
$440K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
5.98K+ 2.45% |
$321K - $361K
|
250K
$17.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5KNew |
$269K - $302K
|
5K
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.15K+ 3.25% |
$61.5K - $69.1K
|
36.4K
$2.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
84New |
$4.51K - $5.07K
|
84
$5.74K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.2K+ 21.98% |
$220K - $241K
|
23.3K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.94KNew |
$102K - $111K
|
1.94K
$133K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
100New |
$5.24K - $5.75K
|
100
$6.84K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 4.35% |
$210 - $230
|
96
$6.57K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.31KNew |
$277K - $321K
|
5.31K
$363K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.44KNew |
$232K - $268K
|
4.44K
$304K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.58K+ 18.13% |
$135K - $156K
|
16.8K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
605New |
$31.5K - $36.6K
|
605
$41.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$521 - $604
|
10
$684
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$52.1 - $60.4
|
4.35K
$298K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
72.9KNew |
$3.66M - $4.15M
|
72.9K
$4.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.2KNew |
$510K - $579K
|
10.2K
$696K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.33K+ 3.95% |
$418K - $474K
|
219K
$15M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.65KNew |
$334K - $379K
|
6.65K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
5.98K+ 183.52% |
$300K - $340K
|
9.24K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.67KNew |
$285K - $323K
|
5.67K
$388K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
5.07KNew |
$254K - $288K
|
5.07K
$346K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
4KNew |
$201K - $228K
|
4K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
722New |
$36.2K - $41.1K
|
722
$49.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
485New |
$24.3K - $27.6K
|
485
$33.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
378+ 160.17% |
$19K - $21.5K
|
614
$42K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
178New |
$8.93K - $10.1K
|
178
$12.2K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
126+ 1.2% |
$6.32K - $7.17K
|
10.6K
$728K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
30New |
$1.51K - $1.71K
|
30
$2.05K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.91KNew |
$491K - $599K
|
9.91K
$678K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2KNew |
$99.2K - $121K
|
2K
$137K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
334New |
$16.6K - $20.2K
|
334
$22.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
91+ 0.82% |
$4.51K - $5.5K
|
11.1K
$761K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
24KNew |
$1.2M - $1.51M
|
24K
$1.64M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$993K - $1.25M
|
19.8K
$1.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.62KNew |
$332K - $417K
|
6.62K
$453K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.34KNew |
$117K - $148K
|
2.34K
$160K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
259+ 22.46% |
$13K - $16.3K
|
1.41K
$96.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.35% |
$100 - $126
|
575
$39.3K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
6.85KNew |
$397K - $457K
|
6.85K
$468K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
232New |
$14.6K - $16.3K
|
232
$15.9K
|
|
| Q4 2020 | |||||||
|
Jan 13, 2021
Q4 2020
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
173+ 2.69% |
$7.84K - $9.91K
|
6.6K
$451K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.7KNew |
$402K - $480K
|
10.7K
$729K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
278New |
$12.7K - $13.6K
|
278
$19K
|
|