Purchases and Sales Made in Q1 2021 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q1 2021. The information is specifically focused on institutions that hold shares of RUSSELL MICRO CAP ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-150- 90.91% |
$17.7K - $23.8K
|
15
$1.93K
|
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-150- 24.63% |
$17.7K - $23.8K
|
459
$59.1K
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-151- 60.4% |
$17.8K - $23.9K
|
99
$12.8K
|
|
May 10, 2021
Q1 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-153- 2.91% |
$18K - $24.3K
|
5.11K
$658K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-162Closed |
$19.1K - $25.7K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-165- 3.62% |
$19.5K - $26.2K
|
4.4K
$566K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-176- 14.99% |
$20.8K - $27.9K
|
998
$129K
|
|
Apr 14, 2021
Q1 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-216- 10.07% |
$25.5K - $34.2K
|
1.93K
$248K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-260- 5.51% |
$30.7K - $41.2K
|
4.46K
$574K
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-298- 3.5% |
$35.2K - $47.2K
|
8.23K
$1.06M
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-345- 6.84% |
$40.7K - $54.7K
|
4.7K
$605K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-351- 8.7% |
$41.4K - $55.6K
|
3.68K
$474K
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-445- 2.67% |
$52.5K - $70.5K
|
16.2K
$2.09M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-504- 26.44% |
$59.5K - $79.9K
|
1.4K
$181K
|
|
May 13, 2021
Q1 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-530- 20.78% |
$62.5K - $84K
|
2.02K
$260K
|
|
Apr 12, 2021
Q1 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-539- 27.9% |
$63.6K - $85.4K
|
1.39K
$179K
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-600- 7.68% |
$70.8K - $95.1K
|
7.22K
$929K
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-685- 18.28% |
$80.8K - $109K
|
3.06K
$394K
|
|
May 06, 2021
Q1 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-981- 38.84% |
$116K - $155K
|
1.55K
$199K
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1KClosed |
$118K - $159K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.03KClosed |
$121K - $162K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.12KClosed |
$132K - $177K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.27KClosed |
$150K - $202K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Jentner Corp
|
SELL
|
- |
-1.36K- 30.72% |
$160K - $215K
|
3.06K
$394K
|
|
May 12, 2021
Q1 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-1.36K- 11.39% |
$160K - $215K
|
10.6K
$1.36M
|
|
Apr 22, 2021
Q1 2021
|
First Merchants Corp
|
SELL
|
- |
-1.55K- 29.54% |
$183K - $246K
|
3.7K
$476K
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.56K- 17.31% |
$184K - $248K
|
7.46K
$961K
|
|
May 13, 2021
Q1 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.65K- 6.09% |
$194K - $261K
|
25.4K
$3.27M
|
|
May 04, 2021
Q1 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.66K- 50.0% |
$196K - $263K
|
1.66K
$214K
|
|
May 14, 2021
Q1 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.67K- 10.79% |
$197K - $265K
|
13.8K
$1.78M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.68K- 39.18% |
$198K - $266K
|
2.6K
$335K
|
|
May 05, 2021
Q1 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.83KClosed |
$215K - $289K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.15K- 12.63% |
$253K - $340K
|
14.8K
$1.91M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.15KClosed |
$254K - $341K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-2.27KClosed |
$268K - $360K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.37KClosed |
$279K - $375K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.39K- 48.88% |
$282K - $379K
|
2.5K
$322K
|
|
May 14, 2021
Q1 2021
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2.43K- 48.98% |
$286K - $384K
|
2.53K
$325K
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.45K- 49.52% |
$289K - $388K
|
2.5K
$322K
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.59K- 18.46% |
$305K - $410K
|
11.4K
$1.47M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.75KClosed |
$324K - $435K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.78K- 19.76% |
$328K - $441K
|
11.3K
$1.46M
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.22K- 3.99% |
$379K - $510K
|
77.4K
$9.97M
|
|
Apr 23, 2021
Q1 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.27K- 6.91% |
$385K - $518K
|
44K
$5.67M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.28KClosed |
$386K - $519K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.28K- 21.36% |
$387K - $520K
|
12.1K
$1.56M
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.44K- 34.47% |
$406K - $545K
|
6.54K
$842K
|
|
Apr 12, 2021
Q1 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.64K- 28.62% |
$429K - $577K
|
9.07K
$1.17M
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-4.06K- 15.48% |
$479K - $644K
|
22.2K
$2.86M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-4.29K- 4.43% |
$506K - $680K
|
92.7K
$11.9M
|