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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
144+ 2.08% |
$14.3K - $16.2K
|
7.08K
$976K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
138+ 6.9% |
$13.7K - $15.5K
|
2.14K
$295K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
126+ 0.13% |
$12.6K - $14.2K
|
95.1K
$13.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
114New |
$11.4K - $12.8K
|
114
$15.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
102New |
$10.2K - $11.5K
|
102
$14.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
100+ 0.87% |
$9.96K - $11.3K
|
11.6K
$1.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
88+ 2.81% |
$8.77K - $9.91K
|
3.22K
$444K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
83+ 127.69% |
$8.27K - $9.34K
|
148
$20.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
64+ 0.76% |
$6.38K - $7.21K
|
8.53K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
62+ 124.0% |
$6.18K - $6.98K
|
112
$15.5K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
55+ 0.43% |
$5.48K - $6.19K
|
12.7K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
37+ 1.79% |
$3.69K - $4.17K
|
2.1K
$290K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
36+ 0.54% |
$3.59K - $4.05K
|
6.68K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
32+ 1.08% |
$3.19K - $3.6K
|
3K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
19+ 0.04% |
$1.89K - $2.14K
|
50.3K
$6.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14+ 0.18% |
$1.39K - $1.58K
|
7.79K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$1.39K - $1.58K
|
14
$1.93K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.07% |
$897 - $1.01K
|
13.5K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.33% |
$299 - $338
|
914
$126K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3+ 0.1% |
$299 - $338
|
2.91K
$401K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.04% |
$99.6 - $113
|
2.48K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1+ 0.02% |
$99.6 - $113
|
4.23K
$583K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.54% |
$99.6 - $113
|
186
$25.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$99.6 - $113
|
2.61K
$361K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-1- 0.05% |
$99.6 - $113
|
1.95K
$269K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 75.0% |
$299 - $338
|
1
$138
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 75.0% |
$299 - $338
|
1
$138
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 8.2% |
$996 - $1.13K
|
112
$15.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-13- 0.3% |
$1.3K - $1.46K
|
4.28K
$590K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 2.26% |
$3.98K - $4.5K
|
1.73K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-70- 8.58% |
$6.97K - $7.88K
|
746
$103K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-81- 1.36% |
$8.07K - $9.12K
|
5.86K
$808K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 0.8% |
$9.96K - $11.3K
|
12.4K
$1.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117- 13.18% |
$11.7K - $13.2K
|
771
$106K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-131- 1.24% |
$13.1K - $14.7K
|
10.5K
$1.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-136- 2.61% |
$13.5K - $15.3K
|
5.07K
$699K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-139- 1.74% |
$13.8K - $15.7K
|
7.85K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-145- 5.94% |
$14.4K - $16.3K
|
2.3K
$317K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-155- 4.92% |
$15.4K - $17.5K
|
3K
$413K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-157- 3.18% |
$15.6K - $17.7K
|
4.79K
$660K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-160- 7.63% |
$15.9K - $18K
|
1.94K
$267K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-185- 3.35% |
$18.4K - $20.8K
|
5.33K
$735K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-239- 29.18% |
$23.8K - $26.9K
|
580
$80K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-284- 2.84% |
$28.3K - $32K
|
9.72K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-406- 4.78% |
$40.4K - $45.7K
|
8.08K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-450- 8.81% |
$44.8K - $50.7K
|
4.66K
$642K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-502- 1.19% |
$50K - $56.5K
|
41.5K
$5.73M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-535- 14.14% |
$53.3K - $60.2K
|
3.25K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-648- 13.92% |
$64.6K - $73K
|
4.01K
$553K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-695- 75.96% |
$69.2K - $78.3K
|
220
$30.4K
|