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 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$20.3K - $25.3K
|
200
$27.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
166+ 0.81% |
$16.9K - $21K
|
20.7K
$2.85M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
136+ 0.45% |
$13.8K - $17.2K
|
30.2K
$4.16M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
135+ 7.24% |
$13.7K - $17.1K
|
2K
$276K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
111+ 5.67% |
$11.3K - $14K
|
2.07K
$285K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$10.2K - $12.7K
|
100
$13.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
90+ 128.57% |
$9.15K - $11.4K
|
160
$22.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
88New |
$8.94K - $11.1K
|
88
$12.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 2.32% |
$8.13K - $10.1K
|
3.53K
$487K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
66+ 46.81% |
$6.71K - $8.35K
|
207
$28.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
45+ 0.47% |
$4.57K - $5.69K
|
9.62K
$1.33M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
45+ 3.3% |
$4.57K - $5.69K
|
1.41K
$195K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 4200.0% |
$4.27K - $5.31K
|
43
$5.93K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
41+ 0.14% |
$4.17K - $5.19K
|
29.7K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
39+ 0.59% |
$3.96K - $4.94K
|
6.61K
$912K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
23+ 0.43% |
$2.34K - $2.91K
|
5.35K
$738K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
22+ 0.45% |
$2.24K - $2.78K
|
4.91K
$678K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16+ 0.08% |
$1.63K - $2.02K
|
19.6K
$2.71M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.11% |
$1.52K - $1.9K
|
13.4K
$1.85M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
2+ 0.08% |
$203 - $253
|
2.41K
$332K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$102 - $127
|
202
$27.9K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.06% |
$102 - $127
|
1.79K
$247K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-4- 0.43% |
$407 - $506
|
928
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4- 2.55% |
$407 - $506
|
153
$21.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-5- 0.08% |
$508 - $633
|
6.01K
$829K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-12- 0.09% |
$1.22K - $1.52K
|
13.1K
$1.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-23- 0.67% |
$2.34K - $2.91K
|
3.43K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-23- 60.53% |
$2.34K - $2.91K
|
15
$2.07K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 4.09% |
$3.86K - $4.81K
|
891
$123K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-43- 0.35% |
$4.37K - $5.44K
|
12.4K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-49- 0.74% |
$4.98K - $6.2K
|
6.58K
$908K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-50- 1.99% |
$5.08K - $6.33K
|
2.46K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-55- 2.71% |
$5.59K - $6.96K
|
1.97K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-64- 4.82% |
$6.5K - $8.1K
|
1.26K
$174K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-136- 4.34% |
$13.8K - $17.2K
|
3K
$414K
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-212- 0.34% |
$21.5K - $26.8K
|
61.4K
$8.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-243Closed |
$24.7K - $30.7K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-245- 1.87% |
$24.9K - $31K
|
12.8K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-278- 1.96% |
$28.3K - $35.2K
|
13.9K
$1.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-297- 8.89% |
$30.2K - $37.6K
|
3.04K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-342- 3.33% |
$34.8K - $43.3K
|
9.93K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-395- 4.78% |
$40.1K - $50K
|
7.86K
$1.08M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-395- 6.68% |
$40.1K - $50K
|
5.51K
$761K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-408- 29.46% |
$41.5K - $51.6K
|
977
$135K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-411- 6.59% |
$41.8K - $52K
|
5.82K
$803K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-429- 1.31% |
$43.6K - $54.3K
|
32.2K
$4.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-500- 1.22% |
$50.8K - $63.3K
|
40.4K
$5.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-500- 16.13% |
$50.8K - $63.3K
|
2.6K
$359K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-523- 3.68% |
$53.2K - $66.2K
|
13.7K
$1.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-530- 2.31% |
$53.9K - $67.1K
|
22.4K
$3.09M
|