Purchases and Sales Made in Q1 2022 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q1 2022. 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 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
905New |
$108K - $129K
|
905
$125K
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
840+ 1.82% |
$101K - $120K
|
47K
$6.48M
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
688+ 3.26% |
$82.4K - $97.9K
|
21.8K
$3.01M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
661New |
$79.2K - $94.1K
|
661
$91.2K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
596+ 3.32% |
$71.4K - $84.8K
|
18.5K
$2.56M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
548+ 17.28% |
$65.7K - $78K
|
3.72K
$513K
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
523+ 11.73% |
$62.7K - $74.4K
|
4.98K
$687K
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
506New |
$60.6K - $72K
|
506
$69.8K
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
489+ 1.25% |
$58.6K - $69.6K
|
39.5K
$5.45M
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
BUY
|
- |
476+ 8.75% |
$57K - $67.8K
|
5.92K
$816K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
440New |
$52.7K - $62.6K
|
440
$60.7K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
429+ 29.53% |
$51.4K - $61.1K
|
1.88K
$260K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
423+ 58.51% |
$50.7K - $60.2K
|
1.15K
$158K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
392New |
$47K - $55.8K
|
392
$54.1K
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
387+ 21.42% |
$46.4K - $55.1K
|
2.19K
$303K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
346+ 12.0% |
$41.5K - $49.2K
|
3.23K
$446K
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
342+ 3.57% |
$41K - $48.7K
|
9.93K
$1.37M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
300+ 2.2% |
$35.9K - $42.7K
|
13.9K
$1.92M
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
250+ 17.12% |
$30K - $35.6K
|
1.71K
$236K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
206+ 194.34% |
$24.7K - $29.3K
|
312
$43K
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
188+ 4.92% |
$22.5K - $26.8K
|
4.01K
$554K
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
123+ 0.2% |
$14.7K - $17.5K
|
61.7K
$8.51M
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
120+ 4.17% |
$14.4K - $17.1K
|
3K
$414K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
105+ 0.24% |
$12.6K - $14.9K
|
44.5K
$6.14M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
101+ 0.79% |
$12.1K - $14.4K
|
12.9K
$1.78M
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$12K - $14.2K
|
100
$13.8K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
70New |
$8.39K - $9.96K
|
70
$9.66K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
61+ 127.08% |
$7.31K - $8.68K
|
109
$15K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
60+ 2.04% |
$7.19K - $8.54K
|
3K
$414K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 3.14% |
$5.99K - $7.12K
|
1.64K
$226K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
22New |
$2.64K - $3.13K
|
22
$3.04K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
20+ 0.38% |
$2.4K - $2.85K
|
5.31K
$733K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18New |
$2.16K - $2.56K
|
18
$2.48K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
16+ 0.68% |
$1.92K - $2.28K
|
2.37K
$326K
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
9+ 0.09% |
$1.08K - $1.28K
|
9.55K
$1.32M
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8New |
$958 - $1.14K
|
8
$1.1K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
7New |
$839 - $996
|
7
$966
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.15% |
$839 - $996
|
4.56K
$629K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.02% |
$359 - $427
|
19.5K
$2.69M
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.11% |
$120 - $142
|
915
$126K
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.04% |
$120 - $142
|
2.24K
$309K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$120 - $142
|
6.47K
$892K
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$120 - $142
|
1.72K
$237K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- -0.0% |
$120 - $142
|
41.4K
$5.72M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2- 0.14% |
$240 - $285
|
1.39K
$191K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 33.33% |
$599 - $712
|
10
$1.38K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-7- 2.3% |
$839 - $996
|
297
$41K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9- 0.55% |
$1.08K - $1.28K
|
1.62K
$224K
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-15- 0.87% |
$1.8K - $2.14K
|
1.7K
$235K
|