Purchases and Sales Made in Q2 2024 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-90- 64.29% |
$9.84K - $10.8K
|
50
$6.92K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 2.49% |
$10.9K - $12K
|
3.91K
$541K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-104- 2.24% |
$11.4K - $12.5K
|
4.53K
$627K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-110- 2.78% |
$12K - $13.2K
|
3.84K
$532K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-113- 0.89% |
$12.4K - $13.5K
|
12.6K
$1.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 6.25% |
$14.2K - $15.6K
|
1.95K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-139- 63.76% |
$15.2K - $16.7K
|
79
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-158- 7.06% |
$17.3K - $18.9K
|
2.08K
$288K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-175- 3.54% |
$19.1K - $21K
|
4.77K
$661K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-179- 5.61% |
$19.6K - $21.4K
|
3.01K
$417K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-195- 29.1% |
$21.3K - $23.4K
|
475
$65.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-231- 1.32% |
$25.3K - $27.7K
|
17.3K
$2.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-232- 1.92% |
$25.4K - $27.8K
|
11.8K
$1.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-275- 2.29% |
$30.1K - $32.9K
|
11.7K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-342- 3.7% |
$37.4K - $41K
|
8.9K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-425- 11.45% |
$46.5K - $50.9K
|
3.29K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-431- 9.92% |
$47.1K - $51.6K
|
3.91K
$542K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-537- 95.72% |
$58.7K - $64.3K
|
24
$3.32K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-583- 2.5% |
$63.8K - $69.8K
|
22.7K
$3.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-680- 24.55% |
$74.4K - $81.5K
|
2.09K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-697- 3.01% |
$76.2K - $83.5K
|
22.5K
$3.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.02K- 2.91% |
$111K - $122K
|
33.9K
$4.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.03K- 0.57% |
$113K - $123K
|
179K
$24.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.04KClosed |
$113K - $124K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 31.0% |
$119K - $131K
|
2.43K
$336K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 3.65% |
$122K - $134K
|
29.5K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.61K- 2.48% |
$176K - $193K
|
63.5K
$8.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.67K- 3.55% |
$183K - $200K
|
45.4K
$6.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.95K- 4.15% |
$214K - $234K
|
45.2K
$6.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.9K- 2.71% |
$317K - $347K
|
104K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.17K- 3.94% |
$347K - $380K
|
77.2K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.21K- 50.0% |
$350K - $384K
|
3.21K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.98K- 3.91% |
$435K - $477K
|
97.9K
$13.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.43K- 18.66% |
$484K - $530K
|
19.3K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-5.4K- 13.79% |
$590K - $647K
|
33.8K
$4.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.9K- 16.03% |
$755K - $827K
|
36.1K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.83K- 97.85% |
$856K - $938K
|
172
$23.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.52K- 13.44% |
$1.04M - $1.14M
|
61.3K
$8.49M
|
|
|
Aug 16, 2024
Q2 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-9.85K- 49.07% |
$1.08M - $1.18M
|
10.2K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.87K- 6.23% |
$1.08M - $1.18M
|
148K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10.3K- 54.79% |
$1.13M - $1.23M
|
8.5K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.6K- 78.13% |
$1.38M - $1.51M
|
3.54K
$490K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-13.6K- 16.13% |
$1.49M - $1.63M
|
70.6K
$9.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.1K- 21.24% |
$2.31M - $2.53M
|
78.3K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.8K- 83.49% |
$5.23M - $5.73M
|
9.46K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-258K- 81.4% |
$28.2M - $30.9M
|
58.8K
$8.14M
|