Purchases and Sales Made in Q2 2025 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
9.88K+ 298.19% |
$541K - $670K
|
13.2K
$902K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.31KNew |
$181K - $224K
|
3.31K
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.03K+ 26.16% |
$56.3K - $69.7K
|
4.96K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-8- -0.0% |
$438 - $542
|
220K
$15M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-116- 2.12% |
$6.36K - $7.86K
|
5.36K
$367K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 14.99% |
$16.4K - $20.3K
|
1.7K
$116K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-348- 1.82% |
$19.1K - $23.6K
|
18.8K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-878- 5.43% |
$48.1K - $59.5K
|
15.3K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.44K- 19.05% |
$78.8K - $97.4K
|
6.11K
$418K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-58K- 28.59% |
$3.18M - $3.93M
|
145K
$9.91M
|