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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
   Vident Advisory LLC 1321 *Closed 2023-12-31 0 $0 -6,433
   Sargent Bickham Lagudis LLC 1010 *Closed 2022-12-31 0 $0 -3,139
   ADVISORY SERVICES NETWORK, LLC 2234 *Closed 2024-03-31 0 $0 -86
   Curated Wealth Partners LLC 50 *Closed 2024-03-31 0 $0 -4,300
   Goodwin Investment Advisory 208 *Closed 2024-03-31 0 $0 -126
   Windsor Advisory Group LLC 51 *Closed 2024-03-31 0 $0 -6,382
   Atlas Private Wealth Advisors 146 *Closed 2024-03-31 0 $0 -5,994
   Camden Capital LLC 356 *Closed 2023-12-31 0 $0 -4,225
   Congress Wealth Management LLC / DE / 647 *Closed 2024-03-31 0 $0 -47,018
   Geneos Wealth Management Inc. 2177 *Closed 2024-03-31 0 $0 -245
   EAGLE ASSET MANAGEMENT INC 613 *Closed 2024-03-31 0 $0 -24,310
   ORG Partners LLC 1111 *Closed 2024-03-31 0 $0 -754
  12 Records found
  1    
  Page 1 of 1
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