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
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-274- 1.39% |
$28.3K - $31.3K
|
19.4K
$2.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-329- 10.81% |
$34K - $37.6K
|
2.71K
$376K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-360- 7.44% |
$37.2K - $41.1K
|
4.48K
$620K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-375- 2.92% |
$38.7K - $42.9K
|
12.5K
$1.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-399- 83.3% |
$41.2K - $45.6K
|
80
$11.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-404- 2.75% |
$41.7K - $46.2K
|
14.3K
$1.98M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-442- 8.27% |
$45.6K - $50.5K
|
4.91K
$679K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-444- 35.15% |
$45.9K - $50.7K
|
819
$113K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-713- 22.68% |
$73.6K - $81.5K
|
2.43K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-739- 1.62% |
$76.3K - $84.5K
|
44.9K
$6.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-788- 1.95% |
$81.4K - $90.1K
|
39.6K
$5.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-899- 6.57% |
$92.8K - $103K
|
12.8K
$1.77M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-925- 14.87% |
$95.5K - $106K
|
5.3K
$733K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.02K- 4.94% |
$105K - $117K
|
19.6K
$2.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 12.52% |
$126K - $140K
|
8.55K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.46K- 2.9% |
$151K - $167K
|
48.9K
$6.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.49K- 8.26% |
$153K - $170K
|
16.5K
$2.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.57K- 2.18% |
$162K - $179K
|
70.2K
$9.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.73K- 11.78% |
$178K - $197K
|
12.9K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2K- 33.99% |
$206K - $228K
|
3.88K
$538K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.09K- 30.97% |
$216K - $239K
|
4.66K
$645K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-2.31K- 11.1% |
$239K - $264K
|
18.5K
$2.56M
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.69K- 5.26% |
$278K - $308K
|
48.5K
$6.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.82K- 8.48% |
$291K - $322K
|
30.4K
$4.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.93K- 50.4% |
$406K - $449K
|
3.87K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.3K- 4.4% |
$445K - $492K
|
93.4K
$12.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.32K- 5.44% |
$652K - $722K
|
110K
$15.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.57K- 4.89% |
$678K - $751K
|
128K
$17.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11K- 6.28% |
$1.14M - $1.26M
|
164K
$22.7M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.2K- 41.1% |
$1.26M - $1.4M
|
17.5K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.9K- 68.91% |
$1.64M - $1.82M
|
7.17K
$992K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.3K- 67.53% |
$1.68M - $1.86M
|
7.82K
$1.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-17.1K- 21.41% |
$1.77M - $1.96M
|
62.9K
$8.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.4K- 73.58% |
$2.32M - $2.57M
|
8.06K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.1K- 9.7% |
$3M - $3.32M
|
271K
$37.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-57K- 99.27% |
$5.89M - $6.52M
|
420
$58.1K
|