Purchases and Sales Made in Q1 2024 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q1 2024. 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, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35K+ 275.42% |
$3.82M - $4.24M
|
47.7K
$6.14M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
34KNew |
$3.71M - $4.12M
|
34K
$4.38M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
32.4K+ 479.29% |
$3.54M - $3.93M
|
39.2K
$5.04M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.7K+ 931.83% |
$3.02M - $3.35M
|
30.6K
$3.95M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9KNew |
$2.71M - $3.01M
|
24.9K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
20.1KNew |
$2.19M - $2.43M
|
20.1K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.1K+ 31.78% |
$2.09M - $2.32M
|
79.3K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 41.51% |
$1.99M - $2.21M
|
62.2K
$8.01M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.6K+ 9.19% |
$1.92M - $2.14M
|
209K
$27M
|
|
|
May 13, 2024
Q1 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
15.3KNew |
$1.67M - $1.85M
|
15.3K
$1.96M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14K+ 4.63% |
$1.53M - $1.7M
|
316K
$40.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.16K+ 9.05% |
$782K - $867K
|
86.2K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.16K+ 9.05% |
$782K - $867K
|
86.2K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.01KNew |
$765K - $849K
|
7.01K
$902K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.93KNew |
$539K - $598K
|
4.93K
$635K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.64KNew |
$506K - $562K
|
4.64K
$597K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.64K+ 4849.33% |
$397K - $441K
|
3.71K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
3.62K+ 21.27% |
$396K - $439K
|
20.6K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.49K+ 31.67% |
$381K - $422K
|
14.5K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.38KNew |
$369K - $410K
|
3.38K
$435K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.28K+ 4.38% |
$358K - $397K
|
78.1K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.91K+ 13.61% |
$318K - $353K
|
24.3K
$3.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.38K+ 6.98% |
$259K - $288K
|
36.4K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.35KNew |
$256K - $285K
|
2.35K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.26KNew |
$246K - $273K
|
2.26K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.99KNew |
$217K - $241K
|
1.99K
$256K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.9KNew |
$207K - $230K
|
1.9K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.87K+ 26.62% |
$204K - $227K
|
8.91K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.86K+ 4.11% |
$203K - $225K
|
47.1K
$6.07M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.81KNew |
$198K - $220K
|
1.81K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.72KNew |
$188K - $208K
|
1.72K
$222K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.37KNew |
$150K - $166K
|
1.37K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.25K+ 23.71% |
$137K - $151K
|
6.52K
$840K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17KNew |
$128K - $142K
|
1.17K
$151K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 104800.0% |
$114K - $127K
|
1.05K
$135K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
970+ 2.29% |
$106K - $118K
|
43.3K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
963+ 40.51% |
$105K - $117K
|
3.34K
$430K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
900+ 28.48% |
$98.3K - $109K
|
4.06K
$523K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
791+ 14.34% |
$86.4K - $95.9K
|
6.31K
$812K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
686+ 1.07% |
$74.9K - $83.1K
|
65.1K
$8.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
676New |
$73.8K - $81.9K
|
676
$87.1K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
673+ 76.56% |
$73.5K - $81.6K
|
1.55K
$200K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
639New |
$69.8K - $77.4K
|
639
$82.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
584+ 24.21% |
$63.8K - $70.8K
|
3K
$386K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
450+ 3.51% |
$49.2K - $54.5K
|
13.3K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
445+ 5.0% |
$48.6K - $53.9K
|
9.34K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
403+ 5.3% |
$44K - $48.8K
|
8K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
400New |
$43.7K - $48.5K
|
400
$51.5K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
362+ 7.15% |
$39.5K - $43.9K
|
5.43K
$699K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
308New |
$33.6K - $37.3K
|
308
$39.7K
|