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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-60- 3.84% |
$3.7K - $4.09K
|
1.5K
$105K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58- 1.38% |
$3.58K - $3.95K
|
4.14K
$289K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-45- 1.28% |
$2.78K - $3.07K
|
3.47K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-36- 0.53% |
$2.22K - $2.45K
|
6.72K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12- 1.25% |
$741 - $818
|
950
$66.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-9- 75.0% |
$555 - $613
|
3
$210
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-8- 0.34% |
$494 - $545
|
2.36K
$165K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-260K- 16.19% |
$15.7M - $16.9M
|
1.34M
$94M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.92K- 55.93% |
$599K - $647K
|
7.82K
$547K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.99K- 3.48% |
$421K - $455K
|
194K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.37K- 42.58% |
$384K - $415K
|
8.59K
$601K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.85K- 18.27% |
$111K - $120K
|
8.26K
$577K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-915- 17.42% |
$55.2K - $59.6K
|
4.34K
$303K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-451- 68.54% |
$27.2K - $29.4K
|
207
$14.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-281- 49.04% |
$17K - $18.3K
|
292
$20.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-150- 3.39% |
$9.05K - $9.78K
|
4.28K
$299K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-104- 0.6% |
$6.28K - $6.78K
|
17.3K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-62- 2.8% |
$3.74K - $4.04K
|
2.15K
$150K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-34.4K- 37.67% |
$2.02M - $2.26M
|
57K
$3.98M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-34.4K- 37.67% |
$2.02M - $2.26M
|
57K
$3.98M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.76K- 40.93% |
$338K - $378K
|
8.31K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.16K- 41.12% |
$244K - $273K
|
5.96K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-606- 13.56% |
$35.6K - $39.8K
|
3.86K
$270K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-453- 1.52% |
$26.6K - $29.7K
|
29.3K
$2.05M
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.1K- 25.95% |
$106K - $131K
|
5.99K
$419K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-87- 40.85% |
$4.39K - $5.42K
|
126
$8.81K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 11.93% |
$2.52K - $3.12K
|
369
$25.8K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12- 0.77% |
$606 - $748
|
1.54K
$108K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.91K- 53.73% |
$264K - $296K
|
4.23K
$295K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.27K- 53.47% |
$230K - $258K
|
3.72K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.72K- 2.07% |
$146K - $164K
|
129K
$9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-720- 15.89% |
$38.7K - $43.5K
|
3.81K
$266K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.37K- 32.04% |
$229K - $251K
|
9.28K
$648K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.07K- 16.79% |
$55.9K - $64.8K
|
5.31K
$371K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-337- 65.95% |
$17.6K - $20.4K
|
174
$12.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-90- 0.99% |
$4.69K - $5.44K
|
8.98K
$627K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-81.7K- 97.25% |
$4.1M - $4.65M
|
2.31K
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-53.6K- 89.65% |
$2.69M - $3.05M
|
6.18K
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-4.53K- 1.56% |
$227K - $258K
|
286K
$20M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-162- 0.67% |
$8.03K - $9.8K
|
24.1K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.07% |
$4.56K - $5.56K
|
123K
$8.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-20Closed |
$992 - $1.21K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-407KClosed |
$20.4M - $25.6M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.9KClosed |
$797K - $1M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-5.31KClosed |
$266K - $334K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.86KClosed |
$193K - $243K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.67KClosed |
$184K - $231K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-3.5K- 37.48% |
$175K - $220K
|
5.84K
$408K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.43KClosed |
$172K - $216K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-3.22KClosed |
$162K - $203K
|
0
$0
|
|