Purchases and Sales Made in Q3 2022 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q3 2022. 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 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
45K+ 141.9% |
$4.57M - $5.69M
|
76.7K
$9.51M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26.5K+ 12.8% |
$2.69M - $3.35M
|
234K
$29M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
23.1K+ 18.07% |
$2.35M - $2.93M
|
151K
$18.7M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.8K+ 7.87% |
$1.3M - $1.62M
|
175K
$21.7M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.55K+ 80.99% |
$971K - $1.21M
|
21.3K
$2.65M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.2K+ 6.68% |
$935K - $1.16M
|
147K
$18.2M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.82K+ 7.02% |
$896K - $1.12M
|
134K
$16.7M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.7K+ 31.17% |
$884K - $1.1M
|
36.6K
$4.54M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7.88KNew |
$801K - $997K
|
7.88K
$977K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
7.82K+ 15.76% |
$795K - $990K
|
57.5K
$7.12M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
7.64K+ 12.37% |
$777K - $967K
|
69.4K
$8.61M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.35KNew |
$543K - $676K
|
5.35K
$663K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.66K+ 7.13% |
$473K - $589K
|
70K
$8.67M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.2KNew |
$426K - $531K
|
4.2K
$520K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.47KNew |
$353K - $439K
|
3.47K
$430K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.34K+ 24.28% |
$339K - $422K
|
17.1K
$2.12M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.24K+ 11.63% |
$329K - $409K
|
31.1K
$3.85M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.14KNew |
$320K - $398K
|
3.14K
$390K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.1K+ 3.74% |
$315K - $392K
|
85.9K
$10.7M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.07K+ 4.18% |
$312K - $389K
|
76.5K
$9.49M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.56K+ 2.87% |
$260K - $323K
|
91.7K
$11.4M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3K+ 51.9% |
$233K - $290K
|
6.72K
$833K
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.03K+ 1.78% |
$206K - $257K
|
116K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.9K+ 2.08% |
$193K - $240K
|
93.4K
$11.6M
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
1.5K+ 31.62% |
$152K - $189K
|
6.23K
$773K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 9.99% |
$135K - $168K
|
14.7K
$1.82M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.09K+ 5.71% |
$110K - $137K
|
20.1K
$2.49M
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.01K+ 17.61% |
$103K - $128K
|
6.75K
$837K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 20.51% |
$102K - $127K
|
5.88K
$729K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
906New |
$92.1K - $115K
|
906
$112K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
895+ 30.65% |
$91K - $113K
|
3.82K
$473K
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
727+ 10.29% |
$73.9K - $92K
|
7.8K
$966K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
723New |
$73.5K - $91.5K
|
723
$89.6K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
685New |
$69.6K - $86.7K
|
685
$84.9K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
633+ 2.12% |
$64.3K - $80.1K
|
30.5K
$3.78M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
575+ 10.54% |
$58.4K - $72.8K
|
6.03K
$747K
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
575+ 25.82% |
$58.4K - $72.8K
|
2.8K
$347K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
557+ 0.78% |
$56.6K - $70.5K
|
71.8K
$8.9M
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
BUY
|
- |
538+ 2.65% |
$54.7K - $68.1K
|
20.8K
$2.58M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
375+ 8.41% |
$38.1K - $47.5K
|
4.84K
$600K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
338+ 1.92% |
$34.4K - $42.8K
|
18K
$2.23M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
327+ 305.61% |
$33.2K - $41.4K
|
434
$53.8K
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
310+ 0.78% |
$31.5K - $39.2K
|
40K
$4.97M
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
304+ 8.48% |
$30.9K - $38.5K
|
3.89K
$482K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
300New |
$30.5K - $38K
|
300
$37.2K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
300+ 167.6% |
$30.5K - $38K
|
479
$59.4K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
243New |
$24.7K - $30.7K
|
243
$30.1K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
227+ 9.74% |
$23.1K - $28.7K
|
2.56K
$317K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
218New |
$22.2K - $27.6K
|
218
$27K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
209New |
$21.2K - $26.4K
|
209
$25.9K
|