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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-28- 34.57% |
$1.72K - $2K
|
53
$3.41K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-30- 0.23% |
$1.85K - $2.14K
|
13.1K
$845K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-48- 1.44% |
$2.95K - $3.42K
|
3.28K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-50- 0.63% |
$3.08K - $3.56K
|
7.87K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 34.85% |
$5.17K - $5.99K
|
157
$10.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-110- 10.48% |
$6.77K - $7.84K
|
940
$60.5K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-133- 1.19% |
$8.19K - $9.48K
|
11K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-147- 6.28% |
$9.05K - $10.5K
|
2.19K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-159- 0.9% |
$9.79K - $11.3K
|
17.5K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-195- 39.08% |
$12K - $13.9K
|
304
$19.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-213- 2.67% |
$13.1K - $15.2K
|
7.77K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-298- 1.65% |
$18.3K - $21.2K
|
17.8K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-325- 7.72% |
$20K - $23.2K
|
3.89K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-341- 7.58% |
$21K - $24.3K
|
4.16K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-444- 9.51% |
$27.3K - $31.6K
|
4.23K
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-464- 0.18% |
$28.6K - $33.1K
|
258K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-891- 3.14% |
$54.8K - $63.5K
|
27.5K
$1.77M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-939- 31.94% |
$57.8K - $66.9K
|
2K
$129K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-944- 12.53% |
$58.1K - $67.3K
|
6.59K
$424K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-994- 6.92% |
$61.2K - $70.8K
|
13.4K
$861K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.15K- 25.08% |
$70.5K - $81.7K
|
3.42K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.2K- 0.35% |
$73.6K - $85.2K
|
344K
$22.2M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.41K- 6.23% |
$86.5K - $100K
|
21.2K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.54K- 11.34% |
$94.8K - $110K
|
12K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.71K- 2.26% |
$105K - $122K
|
74K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.74K- 4.33% |
$107K - $124K
|
38.4K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.99K- 10.95% |
$122K - $142K
|
16.2K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.02K- 2.82% |
$124K - $144K
|
69.4K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.16K- 35.24% |
$133K - $154K
|
3.97K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-2.3K- 6.39% |
$141K - $164K
|
33.6K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.46K- 17.76% |
$152K - $176K
|
11.4K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 4.26% |
$165K - $191K
|
60.2K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.76K- 6.24% |
$170K - $197K
|
41.5K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.82K- 15.53% |
$173K - $201K
|
15.3K
$986K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.88K- 28.89% |
$177K - $205K
|
7.09K
$457K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.21K- 47.14% |
$198K - $229K
|
3.6K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.28K- 4.02% |
$202K - $234K
|
78.4K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.42K- 19.17% |
$210K - $243K
|
14.4K
$928K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.51K- 99.43% |
$216K - $250K
|
20
$1.29K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-3.56K- 29.94% |
$219K - $254K
|
8.34K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.6K- 14.11% |
$222K - $257K
|
21.9K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.94K- 2.22% |
$304K - $352K
|
218K
$14M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-4.99K- 31.31% |
$307K - $356K
|
11K
$706K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-5.91K- 45.03% |
$364K - $421K
|
7.21K
$464K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.11K- 33.66% |
$376K - $435K
|
12K
$776K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-6.64K- 24.76% |
$408K - $473K
|
20.2K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.76K- 27.7% |
$416K - $482K
|
17.6K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.78K- 1.22% |
$417K - $483K
|
548K
$35.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.47K- 5.36% |
$460K - $532K
|
132K
$8.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.69K- 32.45% |
$474K - $548K
|
16K
$1.03M
|