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 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
330New |
$34.1K - $37.7K
|
330
$45.5K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
287+ 7.52% |
$29.6K - $32.8K
|
4.1K
$566K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
241+ 1.9% |
$24.9K - $27.5K
|
12.9K
$1.78M
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
190New |
$19.6K - $21.7K
|
190
$26.2K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
185New |
$19.1K - $21.1K
|
185
$25.5K
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
161+ 2.05% |
$16.6K - $18.4K
|
8.03K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
153+ 100.0% |
$15.8K - $17.5K
|
306
$42.2K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
148+ 0.35% |
$15.3K - $16.9K
|
42.5K
$5.86M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
140+ 0.18% |
$14.5K - $16K
|
76.7K
$10.6M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
106+ 4.47% |
$10.9K - $12.1K
|
2.48K
$342K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 3.85% |
$10.3K - $11.4K
|
2.7K
$372K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 100.0% |
$10.3K - $11.4K
|
200
$27.6K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
89New |
$9.19K - $10.2K
|
89
$12.3K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
70New |
$7.23K - $8K
|
70
$9.66K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68New |
$7.02K - $7.77K
|
68
$9.38K
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
34+ 0.35% |
$3.51K - $3.89K
|
9.66K
$1.33M
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
23+ 0.67% |
$2.38K - $2.63K
|
3.45K
$476K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 3.02% |
$2.17K - $2.4K
|
717
$98.9K
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
18+ 0.37% |
$1.86K - $2.06K
|
4.93K
$680K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
14+ 0.1% |
$1.45K - $1.6K
|
13.4K
$1.85M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$1.45K - $1.6K
|
14
$1.93K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14New |
$1.45K - $1.6K
|
14
$1.93K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11New |
$1.14K - $1.26K
|
11
$1.52K
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
11+ 0.39% |
$1.14K - $1.26K
|
2.81K
$388K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7New |
$723 - $800
|
7
$966
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
5+ 0.19% |
$516 - $571
|
2.61K
$360K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.33% |
$310 - $343
|
909
$125K
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2+ 0.05% |
$207 - $229
|
4.2K
$579K
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.04% |
$103 - $114
|
2.24K
$309K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$103 - $114
|
203
$28K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$103 - $114
|
5.52K
$761K
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$103 - $114
|
4.28K
$590K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1- 0.01% |
$103 - $114
|
7.86K
$1.08M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 0.22% |
$413 - $457
|
1.79K
$246K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.05% |
$516 - $571
|
9.36K
$1.29M
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7- 0.11% |
$723 - $800
|
6.6K
$911K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-13- 1.4% |
$1.34K - $1.49K
|
915
$126K
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-19- 0.29% |
$1.96K - $2.17K
|
6.57K
$906K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-50- 1.69% |
$5.16K - $5.71K
|
2.91K
$401K
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-52- 0.09% |
$5.37K - $5.94K
|
57.9K
$7.99M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-52- 0.79% |
$5.37K - $5.94K
|
6.53K
$900K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 66.67% |
$10.3K - $11.4K
|
50
$6.9K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-107- 51.69% |
$11.1K - $12.2K
|
100
$13.8K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-107- 75.35% |
$11.1K - $12.2K
|
35
$4.83K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-110- 0.34% |
$11.4K - $12.6K
|
32.1K
$4.43M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-165- 1.34% |
$17K - $18.9K
|
12.2K
$1.68M
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-174- 16.45% |
$18K - $19.9K
|
884
$122K
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-175- 0.44% |
$18.1K - $20K
|
39.9K
$5.5M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-188- 99.47% |
$19.4K - $21.5K
|
1
$138
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-190- 2.83% |
$19.6K - $21.7K
|
6.53K
$900K
|