Who owns Ishares Tr rusel 2500 etf?
- Ticker: SMMD
- CUSIP Number: 46435g268
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr rusel 2500 etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr rusel 2500 etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Coldstream Capital Management | 1.0M | $70M | -23% | Sep 2024 |
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Fort Washington Investment Advisors | 936k | $63M | 93% | Sep 2024 |
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Fifth Third Bancorp | 563k | $38M | 0% | Sep 2024 |
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Envestnet Asset Management | 542k | $37M | 4% | Sep 2024 |
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Bank of America Corporation | 463k | $31M | 15% | Sep 2024 |
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Sontag Advisory | 427k | $29M | 7% | Sep 2024 |
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Pensionmark Financial Group | 352k | $22M | 100% | Jun 2024 |
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Brio Consultants | 332k | $23M | 0% | Sep 2024 |
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Central Trust & Investment | 332k | $23M | 15% | Sep 2024 |
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Glenmede Trust Company | 331k | $22M | 80% | Sep 2024 |
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Kestra Investment Management | 330k | $22M | 13% | Sep 2024 |
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Us Bancorp | 317k | $22M | -1% | Sep 2024 |
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Branch Banking & Trust Company | 285k | $18M | 0% | Jun 2024 |
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CMH Wealth Management | 258k | $18M | -1% | Sep 2024 |
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Colony | 216k | $15M | -4% | Sep 2024 |
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Kovitz Investment Group Partners | 200k | $14k | 7% | Sep 2024 |
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Heritage Wealth Management | 194k | $12M | -3% | Jun 2024 |
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Heritage Family Offices | 189k | $13M | -2% | Sep 2024 |
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Kendall Capital Management | 178k | $12M | 6% | Sep 2024 |
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Berger Financial Group | 159k | $11M | 7% | Sep 2024 |
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LPL Financial | 143k | $9.7M | -32% | Sep 2024 |
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HighTower Advisors | 133k | $8.3M | 1% | Jun 2024 |
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Orion Portfolio Solutions | 133k | $9.0M | -14% | Sep 2024 |
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CWA Asset Management | 131k | $8.9M | 39% | Sep 2024 |
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Commonwealth Equity Services | 130k | $8.8M | -1% | Sep 2024 |
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Simplicity Wealth | 115k | $7.8M | 366% | Sep 2024 |
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Raymond James & Associates | 106k | $7.2M | 119% | Sep 2024 |
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William Blair $ Company | 81k | $5.5M | 88% | Sep 2024 |
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Advisor Group Holdings | 78k | $5.3M | 19% | Sep 2024 |
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Rockefeller Capital Management | 74k | $4.6M | 0% | Jun 2024 |
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Royal Bank of Canada | 72k | $4.9M | -43% | Sep 2024 |
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James J. Burns & Company | 72k | $4.9M | 3% | Sep 2024 |
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Benchmark Financial Wealth Advisors | 66k | $4.5M | 9% | Sep 2024 |
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BCJ Capital Management | 66k | $4.1M | -3% | Jun 2024 |
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Schroder Investment Management Group | 57k | $3.6M | 0% | Jun 2024 |
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Janney Montgomery Scott | 55k | $3.7M | -3% | Sep 2024 |
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Wealthcare Advisory Partners | 55k | $3.7M | 100% | Sep 2024 |
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Susquehanna International | 54k | $3.6M | -7% | Sep 2024 |
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Catalyst Financial Partners | 44k | $3.0M | 37% | Sep 2024 |
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Smartleaf Asset Management | 42k | $2.9M | -7% | Sep 2024 |
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Tower Research Capital | 41k | $2.6M | 1168% | Jun 2024 |
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H D Vest Advisory Services | 40k | $2.5M | 18% | Jun 2024 |
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Mariner Wealth Advisors | 39k | $2.6M | 1% | Sep 2024 |
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Morgan Stanley | 39k | $2.4M | 60% | Jun 2024 |
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Resources Investment Advisors | 37k | $2.5M | 52% | Sep 2024 |
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Advisory Resource Group | 36k | $2.5M | -85% | Sep 2024 |
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Congress Asset Management | 35k | $2.4M | -30% | Sep 2024 |
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Raymond James Financial Services Advisors | 31k | $2.1M | 67% | Sep 2024 |
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Cambridge Investment Research Advisors | 30k | $2.0M | 55% | Sep 2024 |
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Mml Investors Services | 30k | $2.0M | 0% | Sep 2024 |
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CX Institutional | 29k | $2.0M | 20% | Sep 2024 |
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Atria Wealth Solutions | 29k | $1.9M | -13% | Sep 2024 |
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Ulland Investment Advisors | 27k | $1.8M | -4% | Sep 2024 |
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CI Private Wealth | 23k | $1.6M | -11% | Sep 2024 |
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SigFig Wealth Management | 23k | $1.5M | 140% | Jun 2024 |
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Quadrant Capital | 23k | $1.6M | 0% | Sep 2024 |
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Citigroup | 23k | $1.6M | 30% | Sep 2024 |
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Klingenstein Fields & Co | 23k | $1.5M | 0% | Sep 2024 |
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MidWestOne Financial Group | 21k | $1.4M | 100% | Sep 2024 |
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Strong Tower Advisory Services | 20k | $1.4M | 8% | Sep 2024 |
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Catalytic Wealth RIA | 20k | $1.4M | 0% | Sep 2024 |
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D. E. Shaw & Co | 19k | $1.3M | 6% | Sep 2024 |
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Charter Oak Capital Management | 19k | $1.3M | -5% | Sep 2024 |
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Citadel Advisors | 18k | $1.2M | 141% | Sep 2024 |
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Cetera Investment Advisers | 18k | $1.1M | 6% | Jun 2024 |
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Johnson Investment Counsel | 18k | $1.2M | -15% | Sep 2024 |
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HF Advisory Group | 17k | $1.2M | 2% | Sep 2024 |
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Huntington National Bank | 17k | $1.2M | 0% | Sep 2024 |
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Andina Capital Management | 16k | $1.1M | 1% | Sep 2024 |
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Kestra Advisory Services | 16k | $1.1M | -74% | Sep 2024 |
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Cary Street Partner Investment Advisory | 15k | $1.0M | 2% | Sep 2024 |
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USAdvisors Wealth Management | 14k | $976k | -1% | Sep 2024 |
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RFG Advisory | 14k | $974k | -11% | Sep 2024 |
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Putnam Fl Investment Management | 13k | $868k | 5% | Sep 2024 |
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CWM | 13k | $857k | 1% | Sep 2024 |
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Creative Planning | 12k | $842k | -2% | Sep 2024 |
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Apollon Wealth Management | 12k | $841k | 0% | Sep 2024 |
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Private Advisor | 12k | $809k | 0% | Sep 2024 |
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Captrust Financial Advisors | 12k | $788k | -82% | Sep 2024 |
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Jpmorgan Chase & Co | 11k | $759k | 55% | Sep 2024 |
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Camden Capital | 11k | $754k | 0% | Sep 2024 |
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Single Point Partners | 10k | $10k | 100% | Sep 2024 |
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Savant Capital Management | 10k | $685k | -2% | Sep 2024 |
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Moran Wealth Management | 10k | $680k | 100% | Sep 2024 |
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SevenBridge Financial | 10k | $729k | 8% | Sep 2024 |
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Jane Street | 9.8k | $661k | -79% | Sep 2024 |
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Bremer Bank National Association | 9.0k | $608k | 0% | Sep 2024 |
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Goldman Sachs Group | 8.6k | $538k | -43% | Jun 2024 |
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Integrated Advisors Network | 8.3k | $563k | 0% | Sep 2024 |
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Pure Financial Advisors | 8.1k | $549k | 17% | Sep 2024 |
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Whittier Trust | 8.0k | $545k | 1% | Sep 2024 |
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HPM Partners | 7.9k | $533k | -19% | Sep 2024 |
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Brown Brothers Harriman & Co. | 7.5k | $469k | 1718% | Jun 2024 |
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Lakeridge Wealth Management | 7.4k | $500k | 1% | Sep 2024 |
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One Capital Management | 7.2k | $488k | 0% | Sep 2024 |
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Little House Capital | 7.0k | $475k | 2% | Sep 2024 |
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Fifth Third Wealth Advisors | 7.0k | $471k | 100% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 6.9k | $469k | 69% | Sep 2024 |
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OneAscent Wealth Management | 6.8k | $464k | 0% | Sep 2024 |
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Means Investment | 6.8k | $460k | 0% | Sep 2024 |
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EP Wealth Advisors | 6.7k | $455k | -1% | Sep 2024 |
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Legacy Trust | 6.5k | $443k | -2% | Sep 2024 |
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Diversify Advisory Services | 5.8k | $395k | -29% | Sep 2024 |
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Mayflower Financial Advisors | 5.7k | $389k | -25% | Sep 2024 |
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Treynor Bancshares | 5.2k | $355k | -25% | Sep 2024 |
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Sepio Capital | 5.1k | $317k | 0% | Jun 2024 |
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Sanctuary Advisors | 4.9k | $304k | 100% | Jun 2024 |
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Altman Advisors | 4.9k | $329k | 5% | Sep 2024 |
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SC&H Financial Advisors | 4.8k | $327k | 48% | Sep 2024 |
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Mayfair Advisory Group | 4.7k | $308k | 0% | Jun 2024 |
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Red Mountain Financial | 4.5k | $305k | 1% | Sep 2024 |
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TRUE Private Wealth Advisors | 4.3k | $295k | 0% | Sep 2024 |
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GoalVest Advisory | 4.3k | $294k | 0% | Sep 2024 |
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KC Investment Advisors | 4.3k | $294k | -21% | Sep 2024 |
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D.A. Davidson & Co. | 4.3k | $271k | 39% | Jun 2024 |
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Financial Management Network | 4.3k | $291k | 100% | Sep 2024 |
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Van Cleef Asset Management | 4.3k | $290k | 0% | Sep 2024 |
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Kestra Private Wealth Services | 4.2k | $282k | -20% | Sep 2024 |
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Perigon Wealth Management | 4.1k | $280k | -1% | Sep 2024 |
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Mather Group | 4.1k | $275k | -64% | Sep 2024 |
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Wells Fargo & Company | 4.0k | $272k | 26% | Sep 2024 |
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Firestone Capital Management | 4.0k | $250k | 0% | Jun 2024 |
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Wetzel Investment Advisors | 4.0k | $268k | 100% | Sep 2024 |
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Essex Financial Services | 3.9k | $268k | -2% | Sep 2024 |
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Atomi Financial Group | 3.9k | $263k | -13% | Sep 2024 |
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O'shaughnessy Asset Management | 3.9k | $265k | -23% | Sep 2024 |
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Citizens Financial Group | 3.8k | $254k | 100% | Sep 2024 |
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Pitcairn Company | 3.6k | $244k | 100% | Sep 2024 |
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O'Connor Financial Group | 3.5k | $235k | -1% | Sep 2024 |
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DT Investment Partners | 3.5k | $234k | -7% | Sep 2024 |
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Lindbrook Capital | 3.3k | $227k | 100% | Sep 2024 |
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Bank of New York Mellon | 3.3k | $224k | -11% | Sep 2024 |
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Td Private Client Wealth | 3.3k | $222k | 0% | Sep 2024 |
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PFG Advisors | 3.1k | $211k | -32% | Sep 2024 |
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First National Advisers | 3.0k | $206k | 100% | Sep 2024 |
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First Heartland Consultants | 3.0k | $201k | 100% | Sep 2024 |
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1620 Investment Advisors | 2.4k | $164k | 4% | Sep 2024 |
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Carmichael Hill & Associates | 2.4k | $160k | 0% | Sep 2024 |
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Parallel Advisors | 2.2k | $146k | 0% | Sep 2024 |
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Annis Gardner Whiting Capital Advisors | 1.9k | $122k | 0% | Jun 2024 |
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EverSource Wealth Advisors | 1.7k | $116k | 0% | Sep 2024 |
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Goss Wealth Management | 1.6k | $98k | -55% | Jun 2024 |
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Brian McDonald | 1.5k | $101k | -4% | Sep 2024 |
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IAG Wealth Partners | 1.4k | $97k | 0% | Sep 2024 |
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Atlantic Trust | 950.00 | $64k | -1% | Sep 2024 |
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ORG Partners | 754.00 | $51k | 0% | Sep 2024 |
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CBIZ Investment Advisory Services | 607.00 | $41k | 0% | Sep 2024 |
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Harbour Investments | 550.00 | $37k | 0% | Sep 2024 |
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Whittier Trust Co. of Nevada | 400.00 | $27k | 0% | Sep 2024 |
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Armstrong Advisory Group | 354.00 | $24k | -28% | Sep 2024 |
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Spire Wealth Management | 151.00 | $10k | -67% | Sep 2024 |
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Who sold out of Ishares Tr rusel 2500 etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
New York State Common Retirement Fund | Jun 2024 | 57k | $3.6M |
Principal Financial Group | Jun 2024 | 17k | $1.1M |
Level Four Advisory Services | Mar 2024 | 15k | $896k |
Atria Investments | Jun 2024 | 11k | $665k |
Pathstone Holdings | Jun 2024 | 11k | $659k |
Streettalk Advisors | Jun 2024 | 8.3k | $517k |
Envestnet Portfolio Solutions | Jun 2024 | 7.8k | $490k |
Mercer Global Advisors | Mar 2024 | 3.9k | $253k |
International Assets Investment Management | Jun 2024 | 3.5k | $222k |