Purchases and Sales Made in Q2 2023 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2023
Q2 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
77.3K+ 230.82% |
$7.7M - $8.7M
|
111K
$15.3M
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
61.6KNew |
$6.13M - $6.93M
|
61.6K
$8.49M
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
60.7KNew |
$6.05M - $6.84M
|
60.7K
$8.38M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.1KNew |
$4.59M - $5.19M
|
46.1K
$6.36M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28.8K+ 10.69% |
$2.87M - $3.24M
|
298K
$41.1M
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
22.7KNew |
$2.26M - $2.56M
|
22.7K
$3.14M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.1K+ 8.62% |
$1.41M - $1.59M
|
178K
$24.6M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.35M - $1.52M
|
13.5K
$1.87M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.4K+ 25.64% |
$1.13M - $1.28M
|
55.8K
$7.7M
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
11.2KNew |
$1.11M - $1.26M
|
11.2K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.9K+ 11.56% |
$1.08M - $1.22M
|
105K
$14.5M
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.85KNew |
$782K - $884K
|
7.85K
$1.08M
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.68K+ 4.54% |
$765K - $864K
|
177K
$24.4M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.44K+ 26.89% |
$641K - $725K
|
30.4K
$4.19M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.2K+ 15.96% |
$618K - $698K
|
45.1K
$6.22M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.21K+ 13.33% |
$419K - $474K
|
35.8K
$4.93M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.96KNew |
$295K - $333K
|
2.96K
$408K
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.96KNew |
$295K - $333K
|
2.96K
$408K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.81K+ 0.52% |
$280K - $316K
|
546K
$75.3M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.77KNew |
$276K - $312K
|
2.77K
$382K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.53KNew |
$252K - $285K
|
2.53K
$350K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.47K+ 44.48% |
$246K - $278K
|
8.01K
$1.1M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.35KNew |
$234K - $264K
|
2.35K
$324K
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.22K+ 16.69% |
$221K - $250K
|
15.5K
$2.14M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.14KNew |
$213K - $240K
|
2.14K
$295K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.07K+ 35.49% |
$206K - $233K
|
7.91K
$1.09M
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.01KNew |
$200K - $227K
|
2.01K
$278K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.9KNew |
$189K - $214K
|
1.9K
$262K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 76.07% |
$180K - $203K
|
4.18K
$577K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.43K+ 7.04% |
$142K - $161K
|
21.8K
$3M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 1.7% |
$131K - $148K
|
78.5K
$10.8M
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.23K+ 1.11% |
$122K - $138K
|
112K
$15.5M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
861+ 4.45% |
$85.8K - $96.9K
|
20.2K
$2.79M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
665+ 0.87% |
$66.2K - $74.9K
|
77.1K
$10.6M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
459+ 13.0% |
$45.7K - $51.7K
|
3.99K
$551K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
416+ 2.33% |
$41.4K - $46.8K
|
18.2K
$2.52M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
415+ 14.17% |
$41.3K - $46.7K
|
3.34K
$461K
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
413+ 2.36% |
$41.1K - $46.5K
|
17.9K
$2.48M
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
411+ 2.08% |
$40.9K - $46.3K
|
20.2K
$2.78M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
389New |
$38.8K - $43.8K
|
389
$53.7K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
378+ 9.73% |
$37.7K - $42.6K
|
4.26K
$588K
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
364+ 8.07% |
$36.3K - $41K
|
4.87K
$672K
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
347New |
$34.6K - $39.1K
|
347
$47.9K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
344+ 14.87% |
$34.3K - $38.7K
|
2.66K
$367K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
340+ 0.78% |
$33.9K - $38.3K
|
44.2K
$6.09M
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
331+ 0.83% |
$33K - $37.3K
|
40.4K
$5.58M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
251+ 1.8% |
$25K - $28.3K
|
14.2K
$1.96M
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
250+ 128.21% |
$24.9K - $28.1K
|
445
$61.4K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
171+ 3.64% |
$17K - $19.3K
|
4.87K
$672K
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
151+ 0.31% |
$15K - $17K
|
48.7K
$6.73M
|