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
|
Spire Wealth Management
|
BUY
|
- |
1.07K+ 43.94% |
$120K - $138K
|
3.49K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
851New |
$95.5K - $110K
|
851
$117K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
843+ 20.46% |
$94.6K - $109K
|
4.96K
$685K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
757+ 19.89% |
$84.9K - $98K
|
4.56K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
750+ 40.04% |
$84.2K - $97.1K
|
2.62K
$362K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
731+ 1.88% |
$82K - $94.6K
|
39.6K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
553+ 21.94% |
$62.1K - $71.6K
|
3.07K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
511+ 2.28% |
$57.3K - $66.2K
|
22.9K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
451+ 8.86% |
$50.6K - $58.4K
|
5.54K
$765K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
408+ 0.6% |
$45.8K - $52.8K
|
68.1K
$9.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
375New |
$42.1K - $48.5K
|
375
$51.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
363+ 30.95% |
$40.7K - $47K
|
1.54K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
357New |
$40.1K - $46.2K
|
357
$49.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
354New |
$39.7K - $45.8K
|
354
$48.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
350New |
$39.3K - $45.3K
|
350
$48.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
308+ 4.11% |
$34.6K - $39.9K
|
7.8K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
240+ 139.53% |
$26.9K - $31.1K
|
412
$56.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
240+ 139.53% |
$26.9K - $31.1K
|
412
$56.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
191+ 6.67% |
$21.4K - $24.7K
|
3.05K
$421K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
173+ 3.77% |
$19.4K - $22.4K
|
4.76K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
165+ 154.21% |
$18.5K - $21.4K
|
272
$37.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
150New |
$16.8K - $19.4K
|
150
$20.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
128+ 0.57% |
$14.4K - $16.6K
|
22.6K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
125+ 1.57% |
$14K - $16.2K
|
8.08K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$12.3K - $14.2K
|
110
$15.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
97New |
$10.9K - $12.6K
|
97
$13.4K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60New |
$6.73K - $7.77K
|
60
$8.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
34+ 0.35% |
$3.82K - $4.4K
|
9.86K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33+ 0.61% |
$3.7K - $4.27K
|
5.47K
$755K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
22+ 1100.0% |
$2.47K - $2.85K
|
24
$3.31K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.36K - $2.72K
|
21
$2.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
19+ 0.35% |
$2.13K - $2.46K
|
5.48K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
15+ 0.79% |
$1.68K - $1.94K
|
1.92K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.09% |
$1.35K - $1.55K
|
13.5K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$1.12K - $1.29K
|
10
$1.38K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
10+ 0.47% |
$1.12K - $1.29K
|
2.14K
$295K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
8+ 0.11% |
$898 - $1.04K
|
7.48K
$1.03M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5New |
$561 - $647
|
5
$690
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.07% |
$561 - $647
|
6.73K
$929K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5+ 250.0% |
$561 - $647
|
7
$966
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2+ 0.07% |
$224 - $259
|
2.95K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 0.31% |
$224 - $259
|
656
$90.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.03% |
$112 - $129
|
3.46K
$477K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2- 0.11% |
$224 - $259
|
1.83K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 0.78% |
$337 - $388
|
382
$52.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-5- 0.16% |
$561 - $647
|
3.11K
$430K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-20- 0.71% |
$2.24K - $2.59K
|
2.78K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-52- 0.59% |
$5.83K - $6.73K
|
8.83K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-59- 1.5% |
$6.62K - $7.64K
|
3.86K
$533K
|