Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-131K- 50.78% |
$7.19M - $8.89M
|
127K
$8.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-58K- 28.59% |
$3.18M - $3.93M
|
145K
$9.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-28.4K- 5.18% |
$1.56M - $1.93M
|
520K
$35.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.44K- 19.05% |
$78.8K - $97.4K
|
6.11K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-878- 5.43% |
$48.1K - $59.5K
|
15.3K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-348- 1.82% |
$19.1K - $23.6K
|
18.8K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 14.99% |
$16.4K - $20.3K
|
1.7K
$116K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-116- 2.12% |
$6.36K - $7.86K
|
5.36K
$367K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-8- -0.0% |
$438 - $542
|
220K
$15M
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-514K- 67.1% |
$31.6M - $36.6M
|
252K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-379K- 23.87% |
$23.3M - $27M
|
1.21M
$82.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.6K- 27.27% |
$2.87M - $3.32M
|
124K
$8.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-39.9K- 11.06% |
$2.46M - $2.84M
|
321K
$21.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-33.6K- 98.84% |
$2.07M - $2.39M
|
393
$26.9K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-31.4K- 19.16% |
$1.93M - $2.24M
|
132K
$9.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.6K- 51.36% |
$1.88M - $2.18M
|
29K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.3K- 20.11% |
$1.87M - $2.16M
|
120K
$8.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20K- 23.88% |
$1.23M - $1.43M
|
63.9K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.6K- 3.57% |
$776K - $899K
|
340K
$23.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 8.51% |
$757K - $876K
|
132K
$9.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 16.06% |
$704K - $815K
|
59.7K
$4.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.88K- 32.1% |
$546K - $633K
|
18.8K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.69K- 32.45% |
$474K - $548K
|
16K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.47K- 5.36% |
$460K - $532K
|
132K
$9.03M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.76K- 27.7% |
$416K - $482K
|
17.6K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-6.64K- 24.76% |
$408K - $473K
|
20.2K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.11K- 33.66% |
$376K - $435K
|
12K
$824K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-5.91K- 45.03% |
$364K - $421K
|
7.21K
$493K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-4.99K- 31.31% |
$307K - $356K
|
11K
$749K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.94K- 2.22% |
$304K - $352K
|
218K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.6K- 14.11% |
$222K - $257K
|
21.9K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-3.56K- 29.94% |
$219K - $254K
|
8.34K
$570K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.51K- 99.43% |
$216K - $250K
|
20
$1.37K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.42K- 19.17% |
$210K - $243K
|
14.4K
$985K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.28K- 4.02% |
$202K - $234K
|
78.4K
$5.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.21K- 47.14% |
$198K - $229K
|
3.6K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.88K- 28.89% |
$177K - $205K
|
7.09K
$485K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.82K- 15.53% |
$173K - $201K
|
15.3K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.76K- 6.24% |
$170K - $197K
|
41.5K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 4.26% |
$165K - $191K
|
60.2K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.46K- 17.76% |
$152K - $176K
|
11.4K
$780K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-2.3K- 6.39% |
$141K - $164K
|
33.6K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.16K- 35.24% |
$133K - $154K
|
3.97K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.74K- 4.33% |
$107K - $124K
|
38.4K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.71K- 2.26% |
$105K - $122K
|
74K
$5.06M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.54K- 11.34% |
$94.8K - $110K
|
12K
$823K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.41K- 6.23% |
$86.5K - $100K
|
21.2K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.2K- 0.35% |
$73.6K - $85.2K
|
344K
$23.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.15K- 25.08% |
$70.5K - $81.7K
|
3.42K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-994- 6.92% |
$61.2K - $70.8K
|
13.4K
$915K
|
|