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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.88K- 32.1% |
$546K - $633K
|
18.8K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 16.06% |
$704K - $815K
|
59.7K
$3.85M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 8.51% |
$757K - $876K
|
132K
$8.51M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.6K- 3.57% |
$776K - $899K
|
340K
$21.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20K- 23.88% |
$1.23M - $1.43M
|
63.9K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.3K- 20.11% |
$1.87M - $2.16M
|
120K
$7.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.6K- 51.36% |
$1.88M - $2.18M
|
29K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-31.4K- 19.16% |
$1.93M - $2.24M
|
132K
$8.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-39.9K- 11.06% |
$2.46M - $2.84M
|
321K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.6K- 27.27% |
$2.87M - $3.32M
|
124K
$8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-379K- 23.87% |
$23.3M - $27M
|
1.21M
$77.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-514K- 67.1% |
$31.6M - $36.6M
|
252K
$16.2M
|