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 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-302- 0.61% |
$33K - $36.6K
|
49.2K
$6.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-311- 11.33% |
$34K - $37.7K
|
2.43K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-320- 2.14% |
$35K - $38.8K
|
14.6K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-322- 0.18% |
$35.2K - $39K
|
180K
$23.1M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-337- 1.4% |
$36.8K - $40.8K
|
23.7K
$3.05M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-347- 14.42% |
$37.9K - $42.1K
|
2.06K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-360- 1.02% |
$39.3K - $43.6K
|
34.9K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-366- 10.97% |
$40K - $44.4K
|
2.97K
$382K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-389- 3.12% |
$42.5K - $47.1K
|
12.1K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-395- 2.2% |
$43.1K - $47.9K
|
17.5K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-398- 11.91% |
$43.5K - $48.2K
|
2.94K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-436- 1.54% |
$47.6K - $52.8K
|
27.9K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-540- 13.87% |
$59K - $65.4K
|
3.35K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-544- 6.27% |
$59.4K - $65.9K
|
8.14K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-552- 0.54% |
$60.3K - $66.9K
|
102K
$13.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-585- 4.64% |
$63.9K - $70.9K
|
12K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-591- 20.88% |
$64.6K - $71.6K
|
2.24K
$288K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 25.81% |
$65.5K - $72.7K
|
1.73K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-611- 0.99% |
$66.7K - $74K
|
61K
$7.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-622- 5.09% |
$67.9K - $75.4K
|
11.6K
$1.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-689- 4.08% |
$75.3K - $83.5K
|
16.2K
$2.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-700- 25.45% |
$76.5K - $84.8K
|
2.05K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-736- 9.44% |
$80.4K - $89.2K
|
7.06K
$909K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-753- 10.71% |
$82.3K - $91.3K
|
6.28K
$808K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-785- 1.35% |
$85.7K - $95.1K
|
57.3K
$7.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-932- 35.93% |
$102K - $113K
|
1.66K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-946- 1.97% |
$103K - $115K
|
47K
$6.06M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.09K- 21.21% |
$119K - $132K
|
4.05K
$522K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.1K- 22.0% |
$120K - $133K
|
3.9K
$502K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.36K- 1.56% |
$149K - $165K
|
86.2K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.78K- 2.45% |
$195K - $216K
|
70.8K
$9.12M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.66K- 53.99% |
$290K - $322K
|
2.26K
$291K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.87K- 3.45% |
$314K - $348K
|
80.4K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3.54K- 13.24% |
$386K - $429K
|
23.2K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.3K- 18.61% |
$470K - $521K
|
18.8K
$2.42M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.76K- 62.57% |
$519K - $576K
|
2.85K
$366K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.04K- 2.12% |
$550K - $611K
|
232K
$29.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-5.2K- 18.22% |
$568K - $630K
|
23.3K
$3M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-5.84K- 6.49% |
$638K - $708K
|
84.2K
$10.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.11K- 16.72% |
$667K - $740K
|
30.4K
$3.92M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.18K- 12.55% |
$675K - $749K
|
43K
$5.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-13.3K- 11.01% |
$1.45M - $1.61M
|
107K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-22.7K- 4.06% |
$2.48M - $2.75M
|
537K
$69.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.2K- 24.83% |
$2.86M - $3.17M
|
79.3K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48.5K- 32.79% |
$5.3M - $5.88M
|
99.4K
$12.8M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93.4K- 88.03% |
$10.2M - $11.3M
|
12.7K
$1.64M
|