Purchases and Sales Made in Q4 2022 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q4 2022. 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 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
272KNew |
$28.1M - $31.1M
|
272K
$33.8M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50K+ 362.45% |
$5.16M - $5.71M
|
63.8K
$7.91M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50K+ 362.45% |
$5.16M - $5.71M
|
63.8K
$7.91M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 70.09% |
$3.62M - $4.01M
|
85.1K
$10.6M
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
30.4KNew |
$3.14M - $3.47M
|
30.4K
$3.77M
|
|
Jan 27, 2023
Q4 2022
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
23.7KNew |
$2.44M - $2.7M
|
23.7K
$2.93M
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19.6K+ 511.77% |
$2.03M - $2.24M
|
23.4K
$2.91M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
18.2K+ 7.8% |
$1.88M - $2.08M
|
252K
$31.2M
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
17.9K+ 86.5% |
$1.85M - $2.05M
|
38.6K
$4.79M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 18.94% |
$1.79M - $1.98M
|
109K
$13.5M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
15.5KNew |
$1.6M - $1.77M
|
15.5K
$1.92M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 59.49% |
$1.56M - $1.72M
|
40.4K
$5.01M
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.2K+ 9.42% |
$1.47M - $1.63M
|
165K
$20.5M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 148.96% |
$1.43M - $1.58M
|
23.2K
$2.87M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.1KNew |
$1.36M - $1.5M
|
13.1K
$1.63M
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
9.05K+ 145.23% |
$935K - $1.03M
|
15.3K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.84K+ 1.68% |
$912K - $1.01M
|
536K
$66.4M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.6KNew |
$785K - $869K
|
7.6K
$942K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.43K+ 5.06% |
$768K - $849K
|
154K
$19.1M
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.83K+ 9.84% |
$706K - $781K
|
76.3K
$9.45M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.03K+ 7.18% |
$519K - $574K
|
75K
$9.3M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.57K+ 26.74% |
$472K - $522K
|
21.6K
$2.68M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.22K+ 13.57% |
$435K - $482K
|
35.3K
$4.38M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.81KNew |
$393K - $435K
|
3.81K
$472K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.15K+ 3.67% |
$326K - $360K
|
89.1K
$11M
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.15K+ 1.6% |
$325K - $360K
|
200K
$24.8M
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
2.74KNew |
$283K - $313K
|
2.74K
$339K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.56KNew |
$264K - $292K
|
2.56K
$317K
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.4KNew |
$248K - $275K
|
2.4K
$298K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.33K+ 3.08% |
$240K - $266K
|
78K
$9.66M
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.11KNew |
$218K - $241K
|
2.11K
$262K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.99KNew |
$205K - $227K
|
1.99K
$246K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.9KNew |
$196K - $217K
|
1.9K
$236K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.34K+ 4.43% |
$138K - $153K
|
31.5K
$3.9M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.28K+ 42.8% |
$133K - $147K
|
4.28K
$531K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02KNew |
$105K - $116K
|
1.02K
$126K
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
834+ 32.2% |
$86.1K - $95.3K
|
3.42K
$425K
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
632+ 1.03% |
$65.3K - $72.2K
|
62.1K
$7.7M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
630+ 0.67% |
$65.1K - $72K
|
94K
$11.7M
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
605New |
$62.5K - $69.1K
|
605
$75K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
506+ 19.79% |
$52.3K - $57.8K
|
3.06K
$380K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
499+ 20.75% |
$51.5K - $57K
|
2.9K
$360K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
424New |
$43.8K - $48.5K
|
424
$52.6K
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
385+ 9.89% |
$39.8K - $44K
|
4.28K
$530K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
381+ 27.02% |
$39.3K - $43.5K
|
1.79K
$222K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
375+ 2.69% |
$38.7K - $42.9K
|
14.3K
$1.77M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
361+ 1.79% |
$37.3K - $41.3K
|
20.5K
$2.54M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
354+ 12.78% |
$36.6K - $40.5K
|
3.12K
$387K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
338+ 5.61% |
$34.9K - $38.6K
|
6.37K
$789K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
338+ 17.37% |
$34.9K - $38.6K
|
2.28K
$283K
|