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 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
40+ 0.61% |
$4.02K - $4.88K
|
6.64K
$855K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
30+ 0.71% |
$3.02K - $3.66K
|
4.23K
$545K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
29+ 1.27% |
$2.92K - $3.53K
|
2.31K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
27+ 0.03% |
$2.72K - $3.29K
|
94K
$12.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
26New |
$2.62K - $3.17K
|
26
$3.35K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
22+ 0.13% |
$2.21K - $2.68K
|
17.5K
$2.26M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
13+ 0.26% |
$1.31K - $1.58K
|
4.94K
$637K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.07% |
$1.01K - $1.22K
|
13.5K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3New |
$302 - $366
|
3
$386
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.08% |
$201 - $244
|
2.47K
$319K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.22% |
$201 - $244
|
911
$117K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $122
|
2.61K
$337K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.01% |
$101 - $122
|
12.5K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 40.0% |
$201 - $244
|
3
$386
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9- 0.05% |
$905 - $1.1K
|
19.4K
$2.49M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 71.43% |
$1.01K - $1.22K
|
4
$515
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-11- 0.07% |
$1.11K - $1.34K
|
15.5K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-12- 0.44% |
$1.21K - $1.46K
|
2.7K
$348K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-12- 0.13% |
$1.21K - $1.46K
|
9.22K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 0.78% |
$1.41K - $1.71K
|
1.77K
$228K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-24- 1.71% |
$2.41K - $2.93K
|
1.38K
$177K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-25- 1.27% |
$2.51K - $3.05K
|
1.95K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 0.1% |
$3.12K - $3.78K
|
32.1K
$4.13M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-38- 23.75% |
$3.82K - $4.63K
|
122
$15.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-48- 0.34% |
$4.83K - $5.85K
|
14.2K
$1.83M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-50- 7.94% |
$5.03K - $6.09K
|
580
$74.7K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-57- 2.34% |
$5.73K - $6.95K
|
2.37K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64- 0.75% |
$6.44K - $7.8K
|
8.49K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80- 1.02% |
$8.05K - $9.75K
|
7.78K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-94- 2.1% |
$9.46K - $11.5K
|
4.38K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-97- 11.84% |
$9.76K - $11.8K
|
722
$93K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-100- 2.58% |
$10.1K - $12.2K
|
3.78K
$487K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 2.44% |
$10.1K - $12.2K
|
4K
$515K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-131- 1.03% |
$13.2K - $16K
|
12.6K
$1.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-147- 6.55% |
$14.8K - $17.9K
|
2.1K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-150- 2.85% |
$15.1K - $18.3K
|
5.11K
$657K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-151- 3.24% |
$15.2K - $18.4K
|
4.51K
$581K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-156- 0.76% |
$15.7K - $19K
|
20.3K
$2.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-210- 30.66% |
$21.1K - $25.6K
|
475
$61.2K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-263- 9.04% |
$26.5K - $32.1K
|
2.65K
$341K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-298- 10.88% |
$30K - $36.3K
|
2.44K
$314K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-300- 3.21% |
$30.2K - $36.6K
|
9.06K
$1.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-302- 8.75% |
$30.4K - $36.8K
|
3.15K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-309- 0.63% |
$31.1K - $37.7K
|
48.6K
$6.26M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-342- 3.44% |
$34.4K - $41.7K
|
9.59K
$1.23M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-355- 84.52% |
$35.7K - $43.3K
|
65
$8.37K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-361- 2.53% |
$36.3K - $44K
|
13.9K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-427- 1.01% |
$43K - $52K
|
42K
$5.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-489- 11.42% |
$49.2K - $59.6K
|
3.79K
$488K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-612- 12.48% |
$61.6K - $74.6K
|
4.29K
$553K
|