Purchases and Sales Made in Q3 2024 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
450K+ 92.63% |
$27.8M - $30.7M
|
936K
$65.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
101K+ 43.53% |
$6.2M - $6.85M
|
331K
$23.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
90.2K+ 365.93% |
$5.56M - $6.14M
|
115K
$8.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.5K+ 15.32% |
$3.79M - $4.19M
|
463K
$32.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.5K+ 119.25% |
$3.55M - $3.92M
|
106K
$7.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
54.5KNew |
$3.36M - $3.72M
|
54.5K
$3.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
42.8K+ 14.83% |
$2.64M - $2.92M
|
332K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38.3K+ 13.1% |
$2.36M - $2.61M
|
330K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
38K+ 88.21% |
$2.35M - $2.59M
|
81.2K
$5.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
36.7K+ 38.83% |
$2.27M - $2.5M
|
131K
$9.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
27.8K+ 6.97% |
$1.72M - $1.9M
|
427K
$29.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.7KNew |
$1.58M - $1.75M
|
25.7K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.2K+ 3.68% |
$1.31M - $1.45M
|
599K
$41.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21K+ 4.04% |
$1.3M - $1.43M
|
542K
$37.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
20.9KNew |
$1.29M - $1.43M
|
20.9K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 55.0% |
$794K - $877K
|
36.3K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.6K+ 52.13% |
$780K - $861K
|
36.9K
$2.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 66.67% |
$772K - $853K
|
31.3K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.5K+ 6.66% |
$769K - $849K
|
200K
$14M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11.8K+ 36.79% |
$730K - $806K
|
44K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7K+ 140.7% |
$662K - $732K
|
18.4K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 54.73% |
$654K - $722K
|
29.9K
$2.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.3KNew |
$635K - $701K
|
10.3K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 5.75% |
$632K - $698K
|
188K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10KNew |
$620K - $684K
|
10K
$702K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
9.61K+ 5.72% |
$593K - $655K
|
178K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.32K+ 5.52% |
$513K - $567K
|
159K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.96KNew |
$429K - $474K
|
6.96K
$486K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 9.04% |
$339K - $375K
|
66.3K
$4.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.3K+ 29.61% |
$327K - $361K
|
23.2K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.12K+ 13.25% |
$316K - $349K
|
43.7K
$3.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
4.9K+ 20.36% |
$303K - $334K
|
29K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
4.86KNew |
$300K - $331K
|
4.86K
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.3KNew |
$266K - $293K
|
4.3K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4K+ 55.47% |
$247K - $272K
|
11.2K
$783K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.96KNew |
$244K - $270K
|
3.96K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.92K+ 2.94% |
$242K - $267K
|
137K
$9.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.87K+ 1.36% |
$239K - $264K
|
289K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.75KNew |
$232K - $256K
|
3.75K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.6KNew |
$222K - $245K
|
3.6K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.4KNew |
$210K - $232K
|
3.4K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.35KNew |
$206K - $228K
|
3.35K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.04KNew |
$188K - $207K
|
3.04K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$183K - $203K
|
2.97K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.97KNew |
$183K - $202K
|
2.97K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.84K+ 69.35% |
$175K - $193K
|
6.93K
$484K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.13K+ 3.06% |
$132K - $145K
|
71.7K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.71K+ 61.73% |
$105K - $116K
|
4.48K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.57K+ 47.96% |
$96.7K - $107K
|
4.83K
$338K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.49K+ 7.87% |
$91.6K - $101K
|
20.3K
$1.42M
|