Purchases and Sales Made in Q4 2021 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.2KNew |
$161K - $188K
|
1.2K
$166K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.18KNew |
$158K - $185K
|
1.18K
$163K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.12K+ 1.16% |
$150K - $175K
|
97.2K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
983+ 1.35% |
$132K - $154K
|
73.8K
$10.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
806+ 11.48% |
$108K - $126K
|
7.83K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
791New |
$106K - $124K
|
791
$109K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
790New |
$106K - $124K
|
790
$109K
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
691+ 14.07% |
$92.6K - $108K
|
5.6K
$776K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
585New |
$78.4K - $91.7K
|
585
$81K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
581+ 4.96% |
$77.9K - $91.1K
|
12.3K
$1.7M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
569New |
$76.3K - $89.2K
|
569
$78.8K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
423+ 58.51% |
$56.7K - $66.3K
|
1.15K
$159K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
415+ 16.44% |
$55.6K - $65K
|
2.94K
$407K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
386+ 0.88% |
$51.7K - $60.5K
|
44.4K
$6.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
385+ 18.37% |
$51.6K - $60.3K
|
2.48K
$343K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
353+ 2.29% |
$47.3K - $55.3K
|
15.8K
$2.19M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
310New |
$41.5K - $48.6K
|
310
$42.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
275New |
$36.9K - $43.1K
|
275
$38.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
251New |
$33.6K - $39.3K
|
251
$34.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
251+ 25.1% |
$33.6K - $39.3K
|
1.25K
$173K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 2272.73% |
$33.5K - $39.2K
|
261
$36.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
247+ 6.9% |
$33.1K - $38.7K
|
3.83K
$529K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
229+ 4.48% |
$30.7K - $35.9K
|
5.35K
$740K
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
223+ 14.08% |
$29.9K - $34.9K
|
1.81K
$250K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
214+ 8.03% |
$28.7K - $33.5K
|
2.88K
$399K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$26.8K - $31.3K
|
200
$27.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$26.8K - $31.3K
|
200
$27.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
174+ 1.08% |
$23.3K - $27.3K
|
16.3K
$2.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
168New |
$22.5K - $26.3K
|
168
$23.3K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150New |
$20.1K - $23.5K
|
150
$20.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
139New |
$18.6K - $21.8K
|
139
$19.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
110New |
$14.7K - $17.2K
|
110
$15.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
107+ 5.04% |
$14.3K - $16.8K
|
2.23K
$309K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
106New |
$14.2K - $16.6K
|
106
$14.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 5.9% |
$13.4K - $15.7K
|
1.8K
$248K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
100New |
$13.4K - $15.7K
|
100
$13.8K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
92New |
$12.3K - $14.4K
|
92
$12.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
65+ 2.09% |
$8.71K - $10.2K
|
3.18K
$440K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
50New |
$6.7K - $7.84K
|
50
$6.92K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
50+ 3.58% |
$6.7K - $7.84K
|
1.45K
$200K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49+ 3.18% |
$6.57K - $7.68K
|
1.59K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
48New |
$6.43K - $7.52K
|
48
$6.64K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
45+ 0.86% |
$6.03K - $7.05K
|
5.29K
$733K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
44+ 0.62% |
$5.9K - $6.9K
|
7.14K
$988K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
39New |
$5.23K - $6.11K
|
39
$5.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
38+ 0.4% |
$5.09K - $5.96K
|
9.57K
$1.33M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
36New |
$4.83K - $5.64K
|
36
$4.98K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
36+ 0.27% |
$4.83K - $5.64K
|
13.3K
$1.84M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 0.71% |
$3.75K - $4.39K
|
3.95K
$546K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
27+ 0.64% |
$3.62K - $4.23K
|
4.28K
$592K
|