Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
428K+ 45.69% |
$28.5M - $31.7M
|
1.36M
$96.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
220K+ 66.47% |
$14.6M - $16.3M
|
550K
$38.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
166KNew |
$11M - $12.3M
|
166K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
115K+ 64.91% |
$7.68M - $8.54M
|
293K
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
115K+ 34.65% |
$7.66M - $8.51M
|
447K
$31.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
72.3K+ 25.07% |
$4.82M - $5.36M
|
361K
$25.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
61K+ 172.56% |
$4.07M - $4.52M
|
96.4K
$6.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
42.6K+ 9.97% |
$2.84M - $3.15M
|
469K
$33.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
35.6K+ 11.2% |
$2.37M - $2.63M
|
353K
$25M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.4K+ 53.94% |
$1.96M - $2.18M
|
83.9K
$5.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.1KNew |
$875K - $972K
|
13.1K
$928K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.44K+ 51.8% |
$629K - $699K
|
27.7K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
8.89K+ 54.28% |
$593K - $659K
|
25.3K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.34KNew |
$556K - $618K
|
8.34K
$590K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.82K+ 5.19% |
$454K - $505K
|
138K
$9.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.19K+ 14.08% |
$413K - $459K
|
50.2K
$3.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
5.86KNew |
$391K - $434K
|
5.86K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
5.7KNew |
$380K - $422K
|
5.7K
$403K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.89K+ 7.37% |
$326K - $362K
|
71.2K
$5.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.63K+ 66.61% |
$309K - $343K
|
11.6K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.57KNew |
$305K - $339K
|
4.57K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.47K+ 15.44% |
$298K - $331K
|
33.5K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.13K+ 99.23% |
$275K - $306K
|
8.29K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.88K+ 3.38% |
$259K - $288K
|
119K
$8.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.32KNew |
$222K - $246K
|
3.32K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.98KNew |
$198K - $220K
|
2.98K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.15K+ 20.92% |
$144K - $159K
|
12.4K
$880K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.36K+ 0.72% |
$90.9K - $101K
|
191K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.21KNew |
$80.7K - $89.6K
|
1.21K
$85.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.17K+ 0.45% |
$77.9K - $86.6K
|
259K
$18.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
925+ 5.33% |
$61.7K - $68.5K
|
18.3K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
827+ 21.28% |
$55.1K - $61.3K
|
4.71K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
756+ 15.64% |
$50.4K - $56K
|
5.59K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
667+ 13.5% |
$44.5K - $49.4K
|
5.61K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
617+ 14.34% |
$41.1K - $45.7K
|
4.92K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
541+ 7.33% |
$36.1K - $40.1K
|
7.92K
$560K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
499New |
$33.3K - $37K
|
499
$35.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
492+ 3.89% |
$32.8K - $36.4K
|
13.2K
$930K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
440New |
$29.3K - $32.6K
|
440
$31.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
396+ 396.0% |
$26.4K - $29.3K
|
496
$35.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
361+ 9.11% |
$24.1K - $26.7K
|
4.32K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
337+ 4.15% |
$22.5K - $25K
|
8.45K
$598K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
296+ 39.26% |
$19.7K - $21.9K
|
1.05K
$74.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
253New |
$16.9K - $18.7K
|
253
$17.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
245+ 0.92% |
$16.3K - $18.1K
|
26.8K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
237New |
$15.8K - $17.6K
|
237
$16.8K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
233+ 6.71% |
$15.5K - $17.3K
|
3.71K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
110+ 0.89% |
$7.33K - $8.15K
|
12.5K
$886K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
72New |
$4.8K - $5.33K
|
72
$5.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
71+ 2.05% |
$4.73K - $5.26K
|
3.53K
$250K
|