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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
306+ 7.58% |
$33.4K - $37.1K
|
4.34K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
288+ 1.3% |
$31.5K - $34.9K
|
22.4K
$3.09M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
209+ 2.87% |
$22.8K - $25.3K
|
7.5K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
145+ 659.09% |
$15.8K - $17.6K
|
167
$23K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
102+ 2.55% |
$11.1K - $12.4K
|
4.1K
$565K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85New |
$9.28K - $10.3K
|
85
$11.7K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
85New |
$9.28K - $10.3K
|
85
$11.7K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
83+ 1.14% |
$9.07K - $10.1K
|
7.36K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
79+ 0.05% |
$8.63K - $9.57K
|
158K
$21.8M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.29K - $2.54K
|
21
$2.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
12+ 0.22% |
$1.31K - $1.45K
|
5.44K
$751K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
9+ 0.09% |
$983 - $1.09K
|
9.8K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.06% |
$874 - $970
|
13.5K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
8+ 0.2% |
$874 - $970
|
3.97K
$548K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 1.82% |
$437 - $485
|
224
$30.9K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$328 - $364
|
3
$414
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3New |
$328 - $364
|
3
$414
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.08% |
$218 - $242
|
2.48K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$109 - $121
|
5.09K
$702K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $121
|
4.09K
$564K
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1+ 0.03% |
$109 - $121
|
2.94K
$406K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1Closed |
$109 - $121
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.03% |
$109 - $121
|
3.46K
$477K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 0.26% |
$983 - $1.09K
|
3.52K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14- 2.43% |
$1.53K - $1.7K
|
561
$77.4K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-17- 0.18% |
$1.86K - $2.06K
|
9.65K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 0.2% |
$2.29K - $2.54K
|
10.4K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-33- 1.44% |
$3.6K - $4K
|
2.26K
$312K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-34- 0.5% |
$3.71K - $4.12K
|
6.78K
$936K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-38- 0.76% |
$4.15K - $4.61K
|
4.95K
$683K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-39- 4.87% |
$4.26K - $4.73K
|
762
$105K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-50- 1.25% |
$5.46K - $6.06K
|
3.95K
$545K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-74- 3.57% |
$8.08K - $8.97K
|
2K
$276K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-80- 94.12% |
$8.74K - $9.7K
|
5
$690
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100- 5.26% |
$10.9K - $12.1K
|
1.8K
$248K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-102- 4.34% |
$11.1K - $12.4K
|
2.25K
$310K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-105- 5.42% |
$11.5K - $12.7K
|
1.83K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-120- 2.92% |
$13.1K - $14.5K
|
3.99K
$550K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-175- 8.54% |
$19.1K - $21.2K
|
1.87K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-178- 4.0% |
$19.4K - $21.6K
|
4.28K
$590K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-186- 86.92% |
$20.3K - $22.5K
|
28
$3.86K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-197- 92.06% |
$21.5K - $23.9K
|
17
$2.35K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-213- 29.96% |
$23.3K - $25.8K
|
498
$68.7K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-225- 1.74% |
$24.6K - $27.3K
|
12.7K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-226- 0.55% |
$24.7K - $27.4K
|
41K
$5.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-238- 2.6% |
$26K - $28.8K
|
8.91K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-290- 0.96% |
$31.7K - $35.1K
|
30K
$4.14M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-299- 1.73% |
$32.7K - $36.2K
|
16.9K
$2.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-300- 14.74% |
$32.8K - $36.4K
|
1.74K
$239K
|