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 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22+ 0.5% |
$1.47K - $1.63K
|
4.46K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.27% |
$1.2K - $1.33K
|
6.81K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.14% |
$400 - $444
|
4.15K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.66% |
$66.7 - $74.1
|
152
$10.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$133 - $148
|
10.1K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20- 0.14% |
$1.33K - $1.48K
|
14.4K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-57- 1.25% |
$3.8K - $4.22K
|
4.5K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-70- 1.64% |
$4.67K - $5.19K
|
4.21K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-97- 1.38% |
$6.47K - $7.19K
|
6.91K
$489K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-128- 34.69% |
$8.53K - $9.48K
|
241
$17K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-156- 65.82% |
$10.4K - $11.6K
|
81
$5.73K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-313- 0.44% |
$20.9K - $23.2K
|
71.4K
$5.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-400- 1.1% |
$26.7K - $29.6K
|
35.9K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-446- 6.19% |
$29.7K - $33K
|
6.76K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-549- 3.81% |
$36.6K - $40.7K
|
13.9K
$981K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-741- 12.9% |
$49.4K - $54.9K
|
5K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-752- 0.96% |
$50.1K - $55.7K
|
77.3K
$5.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-882- 4.64% |
$58.8K - $65.3K
|
18.1K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14K- 2.05% |
$75.7K - $84.1K
|
54.2K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.54K- 0.46% |
$103K - $114K
|
331K
$23.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.99K- 4.73% |
$133K - $148K
|
40.1K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.59K- 20.22% |
$173K - $192K
|
10.2K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-4.4K- 21.61% |
$293K - $326K
|
15.9K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.8K- 40.2% |
$320K - $356K
|
7.14K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.3K- 1.3% |
$487K - $541K
|
555K
$39.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21K- 73.65% |
$1.4M - $1.56M
|
7.53K
$533K
|