Purchases and Sales Made in Q1 2023 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q1 2023. 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 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
50.3KNew |
$5.06M - $6.13M
|
50.3K
$6.47M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
34.2KNew |
$3.44M - $4.17M
|
34.2K
$4.4M
|
|
|
May 19, 2023
Q1 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
33.5KNew |
$3.37M - $4.08M
|
33.5K
$4.31M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
33KNew |
$3.32M - $4.02M
|
33K
$4.25M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17.4K+ 6.91% |
$1.75M - $2.12M
|
269K
$34.7M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.9KNew |
$1.3M - $1.58M
|
12.9K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.45K+ 131.79% |
$950K - $1.15M
|
16.6K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.48K+ 9.52% |
$853K - $1.03M
|
97.5K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.94KNew |
$799K - $968K
|
7.94K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.05K+ 1.31% |
$709K - $859K
|
543K
$69.9M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4KNew |
$402K - $488K
|
4K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.9K+ 51.32% |
$392K - $475K
|
11.5K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.57K+ 10.12% |
$359K - $435K
|
38.9K
$5M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.5K+ 2.11% |
$352K - $426K
|
169K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.47K+ 113.29% |
$349K - $423K
|
6.53K
$841K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.3K+ 10.62% |
$231K - $280K
|
23.9K
$3.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
2.04KNew |
$205K - $248K
|
2.04K
$262K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.73K+ 42.25% |
$174K - $211K
|
5.84K
$751K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.34K+ 8.12% |
$135K - $163K
|
17.8K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
1.25K+ 6.74% |
$126K - $152K
|
19.8K
$2.55M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.21K+ 1.1% |
$121K - $147K
|
111K
$14.3M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.16K+ 37.08% |
$116K - $141K
|
4.28K
$551K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
988+ 12.64% |
$99.4K - $120K
|
8.81K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
820+ 6.34% |
$82.5K - $99.9K
|
13.7K
$1.77M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
648+ 16.17% |
$65.2K - $79K
|
4.66K
$600K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
497+ 0.65% |
$50K - $60.6K
|
77.2K
$9.94M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
492+ 19.85% |
$49.5K - $60K
|
2.97K
$383K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
461+ 0.29% |
$46.4K - $56.2K
|
159K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
BUY
|
- |
442+ 5.51% |
$44.5K - $53.9K
|
8.47K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
426+ 9.96% |
$42.9K - $51.9K
|
4.7K
$606K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
382+ 2.96% |
$38.4K - $46.6K
|
13.3K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
375New |
$37.7K - $45.7K
|
375
$48.3K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
372+ 14.55% |
$37.4K - $45.3K
|
2.93K
$377K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
345+ 3.57% |
$34.7K - $42K
|
10K
$1.29M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
299+ 373.75% |
$30.1K - $36.4K
|
379
$48.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
228+ 7.85% |
$22.9K - $27.8K
|
3.13K
$403K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
217+ 0.54% |
$21.8K - $26.4K
|
40.1K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
203+ 0.07% |
$20.4K - $24.7K
|
272K
$35.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
185New |
$18.6K - $22.5K
|
185
$23.8K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
185New |
$18.6K - $22.5K
|
185
$23.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
158New |
$15.9K - $19.3K
|
158
$20.3K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 18.18% |
$15.1K - $18.3K
|
975
$126K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
127+ 16.69% |
$12.8K - $15.5K
|
888
$114K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102+ 14.23% |
$10.3K - $12.4K
|
819
$105K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 2.49% |
$10.1K - $12.2K
|
4.11K
$529K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
91+ 0.15% |
$9.15K - $11.1K
|
62.2K
$8.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
89+ 3.16% |
$8.95K - $10.8K
|
2.9K
$374K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
78+ 3.93% |
$7.85K - $9.51K
|
2.06K
$266K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
75+ 1.97% |
$7.54K - $9.14K
|
3.89K
$500K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
72+ 0.23% |
$7.24K - $8.78K
|
31.6K
$4.06M
|