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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-87- 40.85% |
$4.39K - $5.42K
|
126
$8.62K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.91K- 53.73% |
$264K - $296K
|
4.23K
$289K
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.27K- 53.47% |
$230K - $258K
|
3.72K
$254K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.72K- 2.07% |
$146K - $164K
|
129K
$8.8M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-720- 15.89% |
$38.7K - $43.5K
|
3.81K
$261K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.37K- 32.04% |
$229K - $251K
|
9.28K
$634K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.07K- 16.79% |
$55.9K - $64.8K
|
5.31K
$363K
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-90- 0.99% |
$4.69K - $5.44K
|
8.98K
$614K
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-81.7K- 97.25% |
$4.1M - $4.65M
|
2.31K
$158K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-53.6K- 89.65% |
$2.69M - $3.05M
|
6.18K
$423K
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-4.53K- 1.56% |
$227K - $258K
|
286K
$19.6M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-162- 0.67% |
$8.03K - $9.8K
|
24.1K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.07% |
$4.56K - $5.56K
|
123K
$8.4M
|
|
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
|
|
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
$399K
|
|
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
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-1.37K- 3.25% |
$68.5K - $86K
|
40.7K
$2.78M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-456Closed |
$22.9K - $28.7K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-369Closed |
$18.5K - $23.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-365Closed |
$18.3K - $23K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-85.1KClosed |
$4.94M - $5.68M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.47KClosed |
$549K - $632K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-8.71KClosed |
$505K - $581K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.21KClosed |
$244K - $281K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.19KClosed |
$243K - $280K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.8KClosed |
$302K - $338K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-49Closed |
$3.08K - $3.44K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-19Closed |
$1.2K - $1.34K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-13.3K- 80.94% |
$827K - $898K
|
3.14K
$215K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-428Closed |
$26.5K - $28.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-391Closed |
$24.2K - $26.3K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-120Closed |
$7.44K - $8.08K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-7.75KClosed |
$482K - $518K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-703Closed |
$43.7K - $47K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-62Closed |
$3.85K - $4.14K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
SELL
|
- |
-54Closed |
$3.36K - $3.61K
|
0
$0
|
|
Q1 2021 | |||||||
Aug 13, 2021
Q1 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-110KClosed |
$6.19M - $7.26M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.31KClosed |
$297K - $349K
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.22K- 90.37% |
$68.3K - $80.2K
|
130
$8.89K
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-6.58KClosed |
$274K - $310K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.99KClosed |
$208K - $235K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 10, 2020
Q2 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-62.4KClosed |
$1.94M - $2.84M
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-18KClosed |
$559K - $821K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-16.1KClosed |
$498K - $731K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 17, 2020
Q1 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-28.1KClosed |
$821K - $1.39M
|
0
$0
|