Purchases and Sales Made in Q1 2025 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
514K+ 29.37% |
$31.6M - $36.6M
|
2.26M
$146M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
355KNew |
$21.8M - $25.3M
|
355K
$22.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
203KNew |
$12.5M - $14.5M
|
203K
$13.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
141K+ 10.31% |
$8.66M - $10M
|
1.5M
$96.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 17.06% |
$7.23M - $8.37M
|
806K
$51.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
105K+ 1201.1% |
$6.44M - $7.46M
|
113K
$7.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
98.3K+ 22.02% |
$6.05M - $7.01M
|
545K
$35.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
80.7K+ 83.71% |
$4.97M - $5.75M
|
177K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.5K+ 1288.23% |
$4.4M - $5.09M
|
77K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.8K+ 136.19% |
$4.23M - $4.9M
|
119K
$7.68M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
58.1K+ 9.14% |
$3.58M - $4.14M
|
694K
$44.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
37.7K+ 141.72% |
$2.32M - $2.68M
|
64.2K
$4.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
34.5K+ 70.3% |
$2.12M - $2.46M
|
83.6K
$5.39M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.7K+ 13330.04% |
$2.08M - $2.4M
|
34K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
29.4K+ 15.45% |
$1.81M - $2.1M
|
220K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
28.4K+ 11.46% |
$1.75M - $2.02M
|
276K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
26.7KNew |
$1.64M - $1.9M
|
26.7K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.46M - $1.69M
|
23.7K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.7K+ 18.27% |
$1.33M - $1.55M
|
140K
$9.04M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
19.8K+ 16.26% |
$1.22M - $1.41M
|
142K
$9.14M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.3K+ 11.03% |
$1.12M - $1.3M
|
184K
$11.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 33.29% |
$1.07M - $1.24M
|
69.5K
$4.48M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.1K+ 20.84% |
$991K - $1.15M
|
93.4K
$6.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15.8K+ 47.09% |
$970K - $1.12M
|
49.2K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.3KNew |
$943K - $1.09M
|
15.3K
$987K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14.1K+ 28.12% |
$868K - $1.01M
|
64.3K
$4.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
13.6KNew |
$836K - $968K
|
13.6K
$875K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.6K+ 2.68% |
$775K - $897K
|
482K
$31M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
10.2K+ 3.5% |
$630K - $730K
|
303K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.78K+ 25.36% |
$541K - $626K
|
43.4K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.84K+ 3.75% |
$482K - $559K
|
217K
$14M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
7.41KNew |
$456K - $528K
|
7.41K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.31K+ 61.85% |
$450K - $521K
|
19.1K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.97K+ 18.3% |
$429K - $497K
|
45.1K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
6.93K+ 27.42% |
$427K - $494K
|
32.2K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.22K+ 11.96% |
$383K - $444K
|
58.3K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.84KNew |
$360K - $416K
|
5.84K
$376K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.54KNew |
$341K - $395K
|
5.54K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.83K+ 3.5% |
$297K - $344K
|
143K
$9.21M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.73KNew |
$291K - $337K
|
4.73K
$304K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.56KNew |
$280K - $325K
|
4.56K
$293K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.02K+ 85.3% |
$247K - $287K
|
8.74K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.89KNew |
$239K - $277K
|
3.89K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
3.51K+ 27.78% |
$216K - $250K
|
16.1K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.34K+ 33.01% |
$205K - $238K
|
13.4K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
3.31KNew |
$204K - $236K
|
3.31K
$213K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.3K+ 28.5% |
$203K - $235K
|
14.9K
$959K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.97K+ 17.28% |
$182K - $211K
|
20.1K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.88K+ 11.85% |
$178K - $206K
|
27.2K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.88K+ 34.08% |
$177K - $205K
|
11.3K
$730K
|