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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.83K+ 9.13% |
$174K - $202K
|
33.8K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.3K+ 41.14% |
$142K - $164K
|
7.89K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.24K+ 17.3% |
$138K - $160K
|
15.2K
$978K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.11K+ 20.62% |
$130K - $150K
|
12.3K
$794K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2K+ 24.81% |
$123K - $142K
|
10.1K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.92K+ 27.06% |
$118K - $137K
|
9K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 24.74% |
$113K - $131K
|
9.25K
$596K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.67K+ 11.52% |
$103K - $119K
|
16.2K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.37K+ 12.92% |
$84K - $97.3K
|
11.9K
$768K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.17KNew |
$72.3K - $83.7K
|
1.17K
$75.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 19.32% |
$66.7K - $77.2K
|
6.69K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 1.96% |
$65.4K - $75.8K
|
55.3K
$3.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
993New |
$61.1K - $70.8K
|
993
$64K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
964+ 22.3% |
$59.3K - $68.7K
|
5.29K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
900+ 5.2% |
$55.4K - $64.1K
|
18.2K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
875+ 4.79% |
$53.9K - $62.4K
|
19.2K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
822New |
$50.6K - $58.6K
|
822
$52.9K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
803+ 84.53% |
$49.4K - $57.2K
|
1.75K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
746+ 15.83% |
$45.9K - $53.2K
|
5.46K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
662+ 6.22% |
$40.7K - $47.2K
|
11.3K
$728K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
631+ 9.13% |
$38.8K - $45K
|
7.55K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
559+ 11.36% |
$34.4K - $39.8K
|
5.48K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
451+ 13.7% |
$27.8K - $32.1K
|
3.74K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
335+ 8.08% |
$20.6K - $23.9K
|
4.48K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
325+ 213.82% |
$20K - $23.2K
|
477
$30.7K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
284+ 7.62% |
$17.5K - $20.2K
|
4.01K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
264+ 851.61% |
$16.2K - $18.8K
|
295
$19K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
248+ 7.5% |
$15.3K - $17.7K
|
3.55K
$229K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
224+ 6.05% |
$13.8K - $16K
|
3.93K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
223New |
$13.7K - $15.9K
|
223
$14.4K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
184+ 12.11% |
$11.3K - $13.1K
|
1.7K
$110K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
170+ 11.93% |
$10.5K - $12.1K
|
1.6K
$103K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
167+ 6.22% |
$10.3K - $11.9K
|
2.85K
$184K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
166New |
$10.2K - $11.8K
|
166
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
118+ 3.44% |
$7.26K - $8.41K
|
3.55K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
94+ 1.32% |
$5.79K - $6.7K
|
7.24K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
80+ 16.19% |
$4.92K - $5.7K
|
574
$37K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
70New |
$4.31K - $4.99K
|
70
$4.51K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
51+ 0.44% |
$3.14K - $3.63K
|
11.6K
$750K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
28+ 0.41% |
$1.72K - $2K
|
6.88K
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 1.65% |
$1.23K - $1.43K
|
1.23K
$79.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$246 - $285
|
1.72K
$111K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.18% |
$61.6 - $71.3
|
553
$35.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.61% |
$61.6 - $71.3
|
166
$10.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$61.6 - $71.3
|
10.1K
$652K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1- 0.54% |
$61.6 - $71.3
|
183
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3- 0.19% |
$185 - $214
|
1.58K
$102K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-4- 0.09% |
$246 - $285
|
4.31K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8- 0.16% |
$492 - $570
|
5K
$322K
|