Purchases and Sales Made in Q2 2023 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
190K+ 16.52% |
$9.97M - $10.9M
|
1.34M
$93.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.9K+ 32.72% |
$4.24M - $4.65M
|
328K
$22.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
67.2K+ 17.55% |
$3.52M - $3.86M
|
450K
$31.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49.4K+ 623.95% |
$2.59M - $2.84M
|
57.3K
$4.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
43.3K+ 21.67% |
$2.27M - $2.49M
|
243K
$17M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
36.3K+ 112.89% |
$1.9M - $2.09M
|
68.5K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.6K+ 53.93% |
$1.81M - $1.99M
|
98.8K
$6.9M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
26.4K+ 297.83% |
$1.38M - $1.52M
|
35.3K
$2.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.5KNew |
$1.18M - $1.29M
|
22.5K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
20.1KNew |
$1.05M - $1.15M
|
20.1K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 95.65% |
$1.02M - $1.12M
|
39.9K
$2.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
18.7KNew |
$981K - $1.08M
|
18.7K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 209.67% |
$739K - $810K
|
20.8K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.3K+ 10.33% |
$645K - $707K
|
131K
$9.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
11.7K+ 9.83% |
$611K - $670K
|
130K
$9.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.5K+ 3.16% |
$600K - $658K
|
374K
$26.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9.08K+ 4125.0% |
$476K - $522K
|
9.3K
$650K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.98K+ 7.89% |
$470K - $516K
|
123K
$8.58M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.49K+ 5.98% |
$393K - $431K
|
133K
$9.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
7.36K+ 4.85% |
$386K - $423K
|
159K
$11.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.98K+ 6.03% |
$366K - $401K
|
123K
$8.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
5.33K+ 58.65% |
$279K - $306K
|
14.4K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
5.17K+ 4.54% |
$271K - $297K
|
119K
$8.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
4.34K+ 2.33% |
$227K - $249K
|
190K
$13.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.2K+ 21.98% |
$220K - $241K
|
23.3K
$1.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
4.13K+ 1.72% |
$216K - $237K
|
244K
$17.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.92K+ 103.85% |
$205K - $225K
|
7.69K
$537K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.89KNew |
$204K - $223K
|
3.89K
$272K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.85K+ 69.67% |
$202K - $221K
|
9.37K
$655K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.78KNew |
$198K - $217K
|
3.78K
$264K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3.01K+ 0.91% |
$158K - $173K
|
334K
$23.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.94KNew |
$102K - $111K
|
1.94K
$136K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.77K+ 151.15% |
$92.9K - $102K
|
2.95K
$206K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.67K+ 10.45% |
$87.7K - $96.2K
|
17.7K
$1.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.45K+ 18.82% |
$75.8K - $83.2K
|
9.14K
$639K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.22K+ 2.01% |
$63.8K - $69.9K
|
61.8K
$4.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.15K+ 24.49% |
$60.4K - $66.3K
|
5.86K
$410K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1K+ 28.59% |
$57.4K - $62.9K
|
4.93K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
897+ 10.49% |
$47K - $51.6K
|
9.45K
$661K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
889+ 73.29% |
$46.6K - $51.1K
|
2.1K
$147K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
879+ 6.8% |
$46.1K - $50.5K
|
13.8K
$965K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
854+ 10.33% |
$44.8K - $49.1K
|
9.12K
$638K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
754New |
$39.5K - $43.3K
|
754
$52.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
745+ 0.38% |
$39K - $42.8K
|
199K
$13.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
725+ 8.95% |
$38K - $41.7K
|
8.83K
$617K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
656+ 25.4% |
$34.4K - $37.7K
|
3.24K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
598New |
$31.3K - $34.4K
|
598
$41.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
484+ 1.11% |
$25.4K - $27.8K
|
44K
$3.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
369New |
$19.3K - $21.2K
|
369
$25.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
365+ 3.05% |
$19.1K - $21K
|
12.3K
$861K
|