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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
   KLINGENSTEIN FIELDS & CO LLC 87 - 2024-03-31 22,700 $1,489,000 0
   QUADRANT CAPITAL GROUP LLC 122 - 2023-12-31 23,322 $1,436,000 0
   Apollon Wealth Management LLC 528 - 2024-03-31 12,420 $815,000 0
   MATHER GROUP, INC. 275 - 2024-03-31 11,218 $691,000 0
   Bremer Bank National Association 116 - 2024-03-31 8,977 $589,000 0
   PATHSTONE FAMILY OFFICE, LLC 966 - 2023-09-30 10,522 $574,000 0
   Legacy Trust 112 - 2024-03-31 6,900 $453,000 0
   Sepio Capital LLC 246 - 2023-12-31 5,065 $312,000 0
   VAN CLEEF ASSET MANAGEMENT,INC 97 - 2024-03-31 4,430 $291,000 0
   Firestone Capital Management 122 - 2024-03-31 4,000 $262,000 0
   TOMPKINS FINANCIAL CORP 222 - 2024-03-31 2,451 $161,000 0
   Parallel Advisors LLC 993 - 2024-03-31 2,213 $145,000 0
   IAG Wealth Partners LLC 123 - 2024-03-31 1,425 $93,000 0
   ARMSTRONG ADVISORY GROUP INC 402 - 2024-03-31 507 $31,000 0
   Spire Wealth Management 1392 - 2024-03-31 450 $30,000 0
   WHITTIER TRUST CO OF NEVADA INC 809 - 2024-03-31 400 $26,000 0
   Twin Lakes Capital Management LLC 172 - 2023-12-31 334 $21,000 0
   FinTrust Capital Advisors LLC 761 - 2024-03-31 232 $15,000 0
   M&R CAPITAL MANAGEMENT INC 404 - 2024-03-31 100 $7,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 899 - 2023-12-31 84 $5,000 0
   PRINCIPAL SECURITIES INC. 2803 - 2024-03-31 25 $2,000 0
   PROEQUITIES INC. 8856 - 2024-03-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
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