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 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-724- 16.91% |
$72.1K - $81.5K
|
3.56K
$482K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1K- 96.62% |
$99.6K - $113K
|
35
$4.74K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.11K- 29.27% |
$111K - $125K
|
2.68K
$363K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.17K- 8.21% |
$116K - $132K
|
13.1K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.29K- 53.99% |
$128K - $145K
|
1.1K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.53K- 9.2% |
$152K - $172K
|
15.1K
$2.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.77K- 3.25% |
$176K - $199K
|
52.7K
$7.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.84K- 1.2% |
$183K - $207K
|
152K
$20.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.85K- 4.89% |
$184K - $209K
|
36K
$4.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.98K- 2.96% |
$197K - $223K
|
65K
$8.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.1K- 12.65% |
$210K - $237K
|
14.5K
$1.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.22K- 6.74% |
$221K - $250K
|
30.8K
$4.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.34K- 17.0% |
$233K - $263K
|
11.4K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.62K- 7.1% |
$261K - $295K
|
34.3K
$4.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.78K- 52.4% |
$276K - $312K
|
2.52K
$341K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.86K- 31.55% |
$285K - $322K
|
6.2K
$840K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.15K- 2.62% |
$314K - $354K
|
117K
$15.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.44K- 16.94% |
$343K - $388K
|
16.9K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.04K- 61.82% |
$402K - $455K
|
2.49K
$338K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.16K- 12.23% |
$414K - $468K
|
29.8K
$4.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.99K- 7.12% |
$497K - $561K
|
65.1K
$8.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.61K- 63.7% |
$559K - $632K
|
3.2K
$433K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.41K- 25.48% |
$937K - $1.06M
|
27.5K
$3.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.5K- 11.76% |
$1.14M - $1.29M
|
86.1K
$11.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.3K- 13.25% |
$1.22M - $1.38M
|
80.5K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-25.1K- 42.57% |
$2.5M - $2.82M
|
33.8K
$4.58M
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-26.1K- 76.37% |
$2.6M - $2.94M
|
8.08K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27.4K- 85.32% |
$2.73M - $3.08M
|
4.71K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.6K- 11.67% |
$2.95M - $3.33M
|
224K
$30.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33.7K- 12.35% |
$3.35M - $3.79M
|
239K
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-86.6K- 43.63% |
$8.63M - $9.75M
|
112K
$15.2M
|