Purchases and Sales Made in Q3 2024 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
23.7K+ 70.2% |
$2.66M - $3.07M
|
57.5K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.8KNew |
$2.56M - $2.95M
|
22.8K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.7K+ 81.02% |
$2.55M - $2.95M
|
50.8K
$6.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
16.9KNew |
$1.89M - $2.18M
|
16.9K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11K+ 5.04% |
$1.23M - $1.42M
|
229K
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9K+ 42.35% |
$1.23M - $1.42M
|
36.8K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
10.1KNew |
$1.14M - $1.31M
|
10.1K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.11K+ 145.18% |
$910K - $1.05M
|
13.7K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8KNew |
$898K - $1.04M
|
8K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.38K+ 3.18% |
$828K - $955K
|
239K
$32.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.05K+ 10.67% |
$791K - $912K
|
73.1K
$9.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
6.74K+ 65.99% |
$757K - $873K
|
17K
$2.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.55K+ 7798.81% |
$735K - $848K
|
6.64K
$898K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.47KNew |
$726K - $837K
|
6.47K
$876K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.47KNew |
$726K - $837K
|
6.47K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.43K+ 67.98% |
$721K - $832K
|
15.9K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.22K+ 41.12% |
$698K - $805K
|
21.3K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.88K+ 11.94% |
$659K - $761K
|
55.1K
$7.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
4.85KNew |
$544K - $627K
|
4.85K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 33.77% |
$540K - $623K
|
19.1K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.36K+ 4.46% |
$489K - $565K
|
102K
$13.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.54K+ 22.11% |
$397K - $458K
|
19.6K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.46KNew |
$388K - $448K
|
3.46K
$469K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.27KNew |
$367K - $423K
|
3.27K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.04K+ 117.21% |
$341K - $393K
|
5.63K
$762K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.03KNew |
$340K - $392K
|
3.03K
$410K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.85KNew |
$319K - $368K
|
2.85K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.62KNew |
$294K - $339K
|
2.62K
$354K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.36KNew |
$265K - $306K
|
2.36K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.29KNew |
$257K - $296K
|
2.29K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.29KNew |
$257K - $296K
|
2.29K
$310K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.22KNew |
$249K - $287K
|
2.22K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.09K+ 4.8% |
$234K - $270K
|
45.6K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.95K+ 101.57% |
$218K - $252K
|
3.86K
$523K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.91K+ 78.46% |
$214K - $247K
|
4.33K
$587K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.86KNew |
$209K - $241K
|
1.86K
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.84KNew |
$206K - $238K
|
1.84K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.71KNew |
$192K - $221K
|
1.71K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
1.6K+ 7.72% |
$180K - $208K
|
22.4K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.57K+ 17.27% |
$177K - $204K
|
10.7K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.55K+ 1.95% |
$173K - $200K
|
80.6K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.53K+ 22.04% |
$172K - $199K
|
8.5K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.47K+ 1.9% |
$165K - $190K
|
78.7K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.41K+ 20.66% |
$158K - $182K
|
8.21K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.39KNew |
$156K - $180K
|
1.39K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.36K+ 4.62% |
$153K - $177K
|
30.9K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.22K+ 38.47% |
$137K - $158K
|
4.38K
$594K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19K+ 48.63% |
$134K - $154K
|
3.64K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.1K+ 112.59% |
$123K - $142K
|
2.08K
$281K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.08K+ 26.54% |
$121K - $139K
|
5.13K
$694K
|