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 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
179New |
$17.7K - $20.6K
|
179
$22.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
160+ 21.45% |
$15.9K - $18.4K
|
906
$113K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
160+ 86.49% |
$15.9K - $18.4K
|
345
$42.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
160+ 86.49% |
$15.9K - $18.4K
|
345
$42.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
146+ 2.19% |
$14.5K - $16.8K
|
6.82K
$849K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
139+ 1.77% |
$13.8K - $16K
|
7.99K
$994K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
89New |
$8.82K - $10.3K
|
89
$11.1K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
70+ 2.41% |
$6.94K - $8.07K
|
2.98K
$370K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
61+ 0.1% |
$6.05K - $7.03K
|
61.6K
$7.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
28+ 0.33% |
$2.78K - $3.23K
|
8.56K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22New |
$2.18K - $2.54K
|
22
$2.74K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$1.69K - $1.96K
|
17
$2.12K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
7+ 2.02% |
$694 - $807
|
354
$44.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3New |
$297 - $346
|
3
$373
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$99.2 - $115
|
13.5K
$1.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- 0.03% |
$198 - $231
|
7.08K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5- 0.01% |
$496 - $577
|
41.5K
$5.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10- 0.19% |
$992 - $1.15K
|
5.32K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-10- 0.41% |
$992 - $1.15K
|
2.41K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11- 0.52% |
$1.09K - $1.27K
|
2.09K
$260K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-18- 0.17% |
$1.78K - $2.08K
|
10.4K
$1.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27- 1.02% |
$2.68K - $3.11K
|
2.62K
$326K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-27- 1.56% |
$2.68K - $3.11K
|
1.71K
$212K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-36- 3.94% |
$3.57K - $4.15K
|
878
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-62- 55.36% |
$6.15K - $7.15K
|
50
$6.22K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-72- 2.68% |
$7.14K - $8.3K
|
2.61K
$325K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-78- 1.54% |
$7.73K - $8.99K
|
4.99K
$621K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-115- 0.93% |
$11.4K - $13.3K
|
12.2K
$1.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 5.16% |
$12.9K - $15K
|
2.39K
$298K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-137- 0.76% |
$13.6K - $15.8K
|
17.8K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-142- 0.32% |
$14.1K - $16.4K
|
44K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-145- 5.81% |
$14.4K - $16.7K
|
2.35K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-183- 1.44% |
$18.1K - $21.1K
|
12.5K
$1.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-188- 0.12% |
$18.6K - $21.7K
|
152K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-211- 0.97% |
$20.9K - $24.3K
|
21.5K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-218- 1.5% |
$21.6K - $25.1K
|
14.3K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-234- 8.95% |
$23.2K - $27K
|
2.38K
$296K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-247- 7.73% |
$24.5K - $28.5K
|
2.95K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-248- 34.02% |
$24.6K - $28.6K
|
481
$59.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-259- 6.12% |
$25.7K - $29.9K
|
3.97K
$494K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-277- 6.32% |
$27.5K - $31.9K
|
4.11K
$511K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-295- 8.91% |
$29.2K - $34K
|
3.02K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-342- 3.57% |
$33.9K - $39.4K
|
9.25K
$1.15M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-360- 11.08% |
$35.7K - $41.5K
|
2.89K
$359K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-387- 2.96% |
$38.4K - $44.6K
|
12.7K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-391- 11.42% |
$38.8K - $45.1K
|
3.03K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-470- 9.97% |
$46.6K - $54.2K
|
4.24K
$528K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-508- 1.42% |
$50.4K - $58.6K
|
35.3K
$4.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-513- 2.81% |
$50.9K - $59.1K
|
17.7K
$2.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-550- 3.26% |
$54.5K - $63.4K
|
16.3K
$2.03M
|