Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 2500 ETF (SMMD)

SMMD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 2500 ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 22, 2022 Q1 2022
Paragon Wealth Strategies, LLC

BUY
 -
407K
New
$23.6M - $27.2M
407K $28.2M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
279K
+ 5666.08%
$16.2M - $18.6M
284K $19.7M
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
129K
+ 37.51%
$7.45M - $8.59M
471K $32.7M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
86.2K
+ 22.49%
$5M - $5.76M
470K $32.5M
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
67.5K
+ 198.06%
$3.91M - $4.51M
102K $7.04M
May 16, 2022 Q1 2022
Little House Capital LLC

Braintree, MA
BUY
 -
55.3K
+ 121.85%
$3.2M - $3.69M
101K $6.97M
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

BUY
 -
43.5K
New
$2.52M - $2.9M
43.5K $3.01M
May 06, 2022 Q1 2022
Kendall Capital Management

BUY
 -
34.8K
+ 197.19%
$2.02M - $2.32M
52.5K $3.64M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
34.7K
+ 686.9%
$2.01M - $2.32M
39.8K $2.76M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
25.8K
New
$1.5M - $1.72M
25.8K $1.79M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
21.1K
+ 157.12%
$1.22M - $1.41M
34.5K $2.39M
May 03, 2022 Q1 2022
Central Trust CO

Jefferson City, MO
BUY
 -
18.8K
+ 59.01%
$1.09M - $1.26M
50.7K $3.52M
Apr 27, 2022 Q1 2022
Wealthpoint, LLC

BUY
 -
16.9K
+ 9.65%
$982K - $1.13M
193K $13.3M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
15.9K
New
$922K - $1.06M
15.9K $1.1M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
14.1K
+ 94.33%
$819K - $944K
29.1K $2.02M
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

BUY
 -
14.1K
+ 20.19%
$817K - $942K
83.9K $5.82M
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
13.3K
+ 53.55%
$772K - $890K
38.2K $2.65M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.9K
+ 311.23%
$688K - $792K
15.7K $1.09M
Apr 06, 2022 Q1 2022
Advisory Resource Group

BUY
 -
10.2K
+ 7.57%
$593K - $683K
145K $10.1M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
9.21K
+ 29.4%
$534K - $615K
40.5K $2.81M
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
9.13K
New
$529K - $610K
9.13K $633K
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
9.06K
New
$525K - $605K
9.06K $628K
Apr 26, 2022 Q1 2022
Means Investment Co., Inc.

BUY
 -
8.44K
+ 74.16%
$489K - $564K
19.8K $1.37M
Apr 28, 2022 Q1 2022
Spearhead Capital Advisors, LLC

Wellington, FL
BUY
 -
6.85K
New
$397K - $457K
6.85K $475K
May 12, 2022 Q1 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
6.35K
New
$368K - $424K
6.35K $440K
Apr 19, 2022 Q1 2022
Jb Capital LLC

BUY
 -
6.05K
+ 183.52%
$350K - $404K
9.34K $647K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.88K
New
$341K - $393K
5.88K $407K
May 09, 2022 Q1 2022
Dentgroup LLC

BUY
 -
5.31K
New
$308K - $354K
5.31K $368K
Apr 14, 2022 Q1 2022
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
4.23K
New
$245K - $282K
4.23K $293K
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4K
New
$232K - $267K
4K $277K
May 10, 2022 Q1 2022
Wealth Alliance

Mellville, NY
BUY
 -
3.86K
New
$224K - $257K
3.86K $267K
Apr 25, 2022 Q1 2022
Menard Financial Group LLC

Houston, TX
BUY
 -
3.67K
New
$213K - $245K
3.67K $254K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
3.35K
+ 44.74%
$194K - $224K
10.8K $751K
Apr 21, 2022 Q1 2022
Essex Financial Services, Inc.

BUY
 -
3.23K
New
$187K - $216K
3.23K $224K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
2.87K
+ 29.84%
$166K - $192K
12.5K $865K
May 11, 2022 Q1 2022
Us Bancorp \De\

BUY
 -
2.77K
+ 1.96%
$161K - $185K
144K $10M
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
1.86K
+ 7.06%
$108K - $124K
28.2K $1.95M
Apr 14, 2022 Q1 2022
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
1.7K
+ 27.89%
$98.4K - $113K
7.78K $539K
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
1.52K
+ 348.28%
$87.8K - $101K
1.95K $135K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
1.39K
New
$80.5K - $92.8K
1.39K $96.3K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
1.19K
+ 235.05%
$68.8K - $79.3K
1.69K $117K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
1.14K
New
$66K - $76K
1.14K $78.9K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.12K
New
$64.9K - $74.7K
1.12K $77.5K
Apr 26, 2022 Q1 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1.1K
+ 23.67%
$63.6K - $73.3K
5.73K $397K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
840
New
$48.7K - $56.1K
840 $58.2K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
821
+ 7.01%
$47.6K - $54.8K
12.5K $868K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
573
New
$33.2K - $38.3K
573 $39.7K
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
540
+ 12.18%
$31.3K - $36.1K
4.98K $345K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
494
+ 5.84%
$28.6K - $33K
8.95K $620K

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