Purchases and Sales Made in Q3 2023 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
583KNew |
$57.8M - $67.2M
|
583K
$72.3M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.3K+ 427.39% |
$5.39M - $6.26M
|
67K
$8.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
52.1KNew |
$5.16M - $6M
|
52.1K
$6.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
43.3KNew |
$4.3M - $5M
|
43.3K
$5.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
35.4KNew |
$3.51M - $4.08M
|
35.4K
$4.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
27.7K+ 25.01% |
$2.75M - $3.19M
|
138K
$17.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.4K+ 33.63% |
$2.62M - $3.04M
|
105K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.7K+ 8.28% |
$2.45M - $2.84M
|
323K
$40M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22K+ 39.32% |
$2.18M - $2.53M
|
77.8K
$9.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14.7KNew |
$1.46M - $1.7M
|
14.7K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9K+ 72.05% |
$1.08M - $1.25M
|
26K
$3.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.5K+ 16.07% |
$1.04M - $1.21M
|
75.5K
$9.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
8.8K+ 78.83% |
$872K - $1.01M
|
20K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.27KNew |
$523K - $608K
|
5.27K
$653K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5.12KNew |
$507K - $590K
|
5.12K
$634K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.48KNew |
$444K - $516K
|
4.48K
$555K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.28KNew |
$424K - $493K
|
4.28K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.2KNew |
$416K - $484K
|
4.2K
$521K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.17KNew |
$414K - $481K
|
4.17K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.12K+ 4.78% |
$408K - $475K
|
90.2K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
4KNew |
$397K - $461K
|
4K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.23K+ 5.06% |
$320K - $372K
|
67K
$8.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.22K+ 10.59% |
$319K - $371K
|
33.6K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.89KNew |
$287K - $333K
|
2.89K
$359K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.31K+ 2061.61% |
$229K - $266K
|
2.42K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.18K+ 7.93% |
$216K - $251K
|
29.7K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.13K+ 71.79% |
$211K - $245K
|
5.09K
$630K
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.11KNew |
$209K - $243K
|
2.11K
$262K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.05KNew |
$203K - $236K
|
2.05K
$254K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.05KNew |
$203K - $236K
|
2.05K
$254K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.88K+ 62.67% |
$186K - $216K
|
4.87K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.54K+ 55.52% |
$153K - $177K
|
4.31K
$534K
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
1.29K+ 6.4% |
$128K - $149K
|
21.5K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.19K+ 5.88% |
$118K - $137K
|
21.4K
$2.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.15K+ 27.49% |
$114K - $132K
|
5.33K
$661K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 1.76% |
$114K - $132K
|
66.1K
$8.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09K+ 14.01% |
$108K - $126K
|
8.89K
$1.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
984New |
$97.6K - $113K
|
984
$122K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
864+ 5.57% |
$85.7K - $99.6K
|
16.4K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
810+ 10.12% |
$80.3K - $93.4K
|
8.82K
$1.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
726+ 1.8% |
$72K - $83.7K
|
41.1K
$5.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
630+ 7.79% |
$62.5K - $72.6K
|
8.71K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
553+ 11.35% |
$54.8K - $63.8K
|
5.43K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
550New |
$54.5K - $63.4K
|
550
$68.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
500+ 16.9% |
$49.6K - $57.7K
|
3.46K
$429K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
359+ 8.39% |
$35.6K - $41.4K
|
4.64K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
355+ 7.28% |
$35.2K - $40.9K
|
5.23K
$648K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
225+ 50.56% |
$22.3K - $25.9K
|
670
$83.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
220+ 1.55% |
$21.8K - $25.4K
|
14.4K
$1.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$19.8K - $23.1K
|
200
$24.8K
|