Purchases and Sales Made in Q4 2023 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q4 2023. 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 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
45.6KNew |
$4.14M - $5.41M
|
45.6K
$6.3M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
35.3KNew |
$3.21M - $4.19M
|
35.3K
$4.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
18.8KNew |
$1.71M - $2.24M
|
18.8K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.4K+ 165.52% |
$1.31M - $1.71M
|
23.1K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
14KNew |
$1.27M - $1.66M
|
14K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
12.9K+ 39.79% |
$1.17M - $1.53M
|
45.3K
$6.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.86K+ 8.92% |
$895K - $1.17M
|
120K
$16.6M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
9.67KNew |
$878K - $1.15M
|
9.67K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.65K+ 471.41% |
$876K - $1.14M
|
11.7K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8KNew |
$726K - $949K
|
8K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
7.29KNew |
$662K - $865K
|
7.29K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.25K+ 4.2% |
$658K - $860K
|
180K
$24.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.92KNew |
$447K - $584K
|
4.92K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.95K+ 8.97% |
$358K - $468K
|
48K
$6.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.49K+ 4.38% |
$317K - $414K
|
83.3K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.1KNew |
$281K - $368K
|
3.1K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.02K+ 37.76% |
$274K - $358K
|
11K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.96K+ 1.26% |
$269K - $351K
|
237K
$32.7M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.94KNew |
$267K - $349K
|
2.94K
$406K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.92K+ 59.95% |
$265K - $347K
|
7.79K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.83KNew |
$257K - $336K
|
2.83K
$390K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.75KNew |
$249K - $326K
|
2.75K
$379K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.41KNew |
$219K - $286K
|
2.41K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
2.41KNew |
$219K - $286K
|
2.41K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.38KNew |
$216K - $282K
|
2.38K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.18KNew |
$198K - $259K
|
2.18K
$301K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.94KNew |
$176K - $230K
|
1.94K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.9KNew |
$172K - $225K
|
1.9K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.9KNew |
$172K - $225K
|
1.9K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.8K+ 34.5% |
$164K - $214K
|
7.03K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$161K - $211K
|
1.78K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$159K - $208K
|
1.75K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.27K+ 3.59% |
$115K - $150K
|
36.5K
$5.04M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 1.16% |
$110K - $144K
|
106K
$14.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.14K+ 28.5% |
$103K - $135K
|
5.14K
$709K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.14K+ 2270.0% |
$103K - $135K
|
1.19K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05KNew |
$95.2K - $124K
|
1.05K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.03K+ 2.12% |
$93.4K - $122K
|
49.5K
$6.82M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
988+ 12.5% |
$89.7K - $117K
|
8.89K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
879New |
$79.8K - $104K
|
879
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
851+ 5.19% |
$77.3K - $101K
|
17.2K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
800+ 19.05% |
$72.6K - $94.9K
|
5K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
789+ 1.9% |
$71.6K - $93.6K
|
42.3K
$5.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
715New |
$64.9K - $84.8K
|
715
$98.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
560+ 2.6% |
$50.8K - $66.4K
|
22.1K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
524+ 3.64% |
$47.6K - $62.2K
|
14.9K
$2.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
460+ 1.37% |
$41.8K - $54.6K
|
34K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
443+ 15.32% |
$40.2K - $52.6K
|
3.34K
$460K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
426+ 9.18% |
$38.7K - $50.5K
|
5.07K
$699K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
391+ 13.25% |
$35.5K - $46.4K
|
3.34K
$461K
|