Purchases and Sales Made in Q3 2021 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
515+ 11.19% |
$70.5K - $79.3K
|
5.12K
$637K
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
475+ 0.43% |
$65K - $73.1K
|
110K
$13.7M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
410+ 41.97% |
$56.1K - $63.1K
|
1.39K
$173K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
340+ 19.06% |
$46.5K - $52.4K
|
2.12K
$264K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
307+ 4.97% |
$42K - $47.3K
|
6.49K
$807K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
214New |
$29.3K - $33K
|
214
$26.6K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
209New |
$28.6K - $32.2K
|
209
$26K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
207New |
$28.3K - $31.9K
|
207
$25.8K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
180New |
$24.6K - $27.7K
|
180
$22.4K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
149+ 20.61% |
$20.4K - $22.9K
|
872
$109K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
145+ 0.33% |
$19.8K - $22.3K
|
44K
$5.48M
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
139+ 175.95% |
$19K - $21.4K
|
218
$27.1K
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
128+ 0.8% |
$17.5K - $19.7K
|
16.1K
$2M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
114+ 3.62% |
$15.6K - $17.6K
|
3.26K
$406K
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
BUY
|
- |
110+ 4.23% |
$15.1K - $16.9K
|
2.71K
$337K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
107+ 2.81% |
$14.6K - $16.5K
|
3.92K
$488K
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
98New |
$13.4K - $15.1K
|
98
$12.2K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
96New |
$13.1K - $14.8K
|
96
$11.9K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
91+ 5.57% |
$12.5K - $14K
|
1.73K
$215K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
56+ 56.57% |
$7.66K - $8.62K
|
155
$19.3K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
46+ 1.5% |
$6.3K - $7.08K
|
3.12K
$388K
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
30+ 2.1% |
$4.11K - $4.62K
|
1.46K
$182K
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
18+ 0.19% |
$2.46K - $2.77K
|
9.53K
$1.19M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
13+ 0.65% |
$1.78K - $2K
|
2.01K
$250K
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
10+ 0.2% |
$1.37K - $1.54K
|
4.98K
$620K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 8.57% |
$821 - $924
|
76
$9.46K
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.03% |
$821 - $924
|
19.5K
$2.43M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6+ 0.17% |
$821 - $924
|
3.44K
$428K
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.22% |
$274 - $308
|
902
$112K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.12% |
$137 - $154
|
861
$107K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-5- 0.32% |
$684 - $770
|
1.58K
$196K
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6Closed |
$821 - $924
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7Closed |
$958 - $1.08K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 20.0% |
$1.37K - $1.54K
|
40
$4.98K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-15- 4.7% |
$2.05K - $2.31K
|
304
$37.8K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19- 0.89% |
$2.6K - $2.93K
|
2.12K
$264K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20- 1.28% |
$2.74K - $3.08K
|
1.54K
$192K
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-25Closed |
$3.42K - $3.85K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-25Closed |
$3.42K - $3.85K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-29- 0.07% |
$3.97K - $4.47K
|
39.3K
$4.9M
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-30- 1.01% |
$4.11K - $4.62K
|
2.93K
$365K
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-33- 0.06% |
$4.52K - $5.08K
|
51.9K
$6.46M
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-40- 0.94% |
$5.47K - $6.16K
|
4.2K
$522K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-42- 1.42% |
$5.75K - $6.47K
|
2.91K
$362K
|
|
Nov 09, 2021
Q3 2021
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-61- 3.42% |
$8.35K - $9.39K
|
1.72K
$214K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-67- 1.45% |
$9.17K - $10.3K
|
4.55K
$567K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-71- 4.3% |
$9.72K - $10.9K
|
1.58K
$197K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-95- 1.56% |
$13K - $14.6K
|
6.01K
$748K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-128- 1.72% |
$17.5K - $19.7K
|
7.31K
$910K
|