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Get Institutions for : 
Ishares Russell 2500 Etf (SMMD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 149    17
Total shares held : 
 9,241,244  
% of shares held : 
 89.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   46  
Amount of shares held : 
 1,211,436  
% of shares held change : 
   11.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
26
 714,468
 7.73%
 
Increased Positions :
65
 1,525,443
 16.51%
 
Unchanged Positions :
22
 191,466
 2.07%
 
Decreased Positions :
36
-990,601
-10.72%
 
Closed Positions :
9
-37,874
-0.41%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Kestra Advisory Services LLC 687 *New 2024-03-31 47,715 $3,131,000 47,715
   Simplicity WealthLLC 437 *New 2024-03-31 20,734 $1,360,000 20,734
   CITADEL ADVISORS LLC 2750 *New 2024-03-31 20,682 $1,357,000 20,682
   Envestnet Portfolio Solutions Inc. 799 *New 2024-03-31 17,743 $1,164,000 17,743
   CATALYST FINANCIAL PARTNERS LLC 45 *New 2024-03-31 17,880 $1,082,000 17,880
   KESTRA PRIVATE WEALTH SERVICES LLC 1065 *New 2024-03-31 3,965 $260,000 3,965
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 629 *New 2024-03-31 3,545 $230,000 3,545
   ESSEX FINANCIAL SERVICES INC 497 *New 2024-03-31 3,236 $212,000 3,236
   OConnor Financial Group LLC 44 *New 2024-03-31 3,158 $207,000 3,158
   DAVIDSON D A & CO 1284 *New 2024-03-31 3,112 $204,000 3,112
   Annis Gardner Whiting Capital Advisors LLC 243 *New 2024-03-31 1,942 $127,000 1,942
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1918 *New 2024-03-31 1,100 $72,000 1,100
   Atlantic Trust Group LLC 1587 *New 2024-03-31 950 $62,000 950
   CBIZ Investment Advisory Services LLC 111 *New 2024-03-31 607 $40,000 607
   BROWN BROTHERS HARRIMAN & CO 853 *New 2024-03-31 412 $27,000 412
   Aptus Capital Advisors LLC 993 *New 2024-03-31 200 $13,000 200
   Future Financial Wealth Managment LLC 446 *New 2024-03-31 63 $4,000 63
   Missouri Trust & Investment Co 383 *New 2024-03-31 12 $1,000 12
  18 Records found
  1    
  Page 1 of 1
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