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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-620- 10.65% |
$62.4K - $75.6K
|
5.2K
$670K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-629- 9.58% |
$63.3K - $76.7K
|
5.94K
$765K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-641- 0.69% |
$64.5K - $78.1K
|
92.8K
$12M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-679- 0.44% |
$68.3K - $82.8K
|
154K
$19.8M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-825- 12.96% |
$83K - $101K
|
5.54K
$714K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-975- 54.44% |
$98.1K - $119K
|
816
$105K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 99.62% |
$105K - $127K
|
4
$515
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.06K- 2.36% |
$107K - $129K
|
43.8K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.49K- 1.9% |
$149K - $181K
|
76.5K
$9.85M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.6K- 13.15% |
$161K - $195K
|
10.6K
$1.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.62K- 0.81% |
$163K - $198K
|
199K
$25.6M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.69K- 4.28% |
$170K - $206K
|
37.9K
$4.88M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.7K- 4.41% |
$171K - $207K
|
36.9K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.87K- 28.67% |
$188K - $228K
|
4.66K
$600K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.05K- 9.16% |
$206K - $250K
|
20.3K
$2.62M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.02K- 15.36% |
$304K - $368K
|
16.6K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.26K- 4.65% |
$328K - $398K
|
67K
$8.62M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.46K- 5.97% |
$348K - $421K
|
54.4K
$7.01M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.52K- 8.7% |
$354K - $429K
|
36.9K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-4.03K- 6.41% |
$405K - $491K
|
58.8K
$7.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.15K- 63.51% |
$417K - $505K
|
2.38K
$307K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.94K- 6.58% |
$497K - $602K
|
70.1K
$9.02M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.55K- 5.9% |
$759K - $920K
|
120K
$15.5M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10.7K- 35.19% |
$1.08M - $1.3M
|
19.7K
$2.54M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10.7K- 35.19% |
$1.08M - $1.3M
|
19.7K
$2.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-13.3K- 87.23% |
$1.34M - $1.62M
|
1.95K
$251K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.1K- 12.92% |
$1.42M - $1.72M
|
95K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 70.08% |
$1.63M - $1.98M
|
6.93K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.4K- 6.42% |
$1.75M - $2.12M
|
253K
$32.6M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-20.1K- 85.88% |
$2.03M - $2.45M
|
3.31K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.7K- 47.82% |
$4.1M - $4.96M
|
44.4K
$5.72M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-42.3K- 55.45% |
$4.25M - $5.15M
|
34K
$4.37M
|