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 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
343New |
$31.1K - $40.7K
|
343
$47.3K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
315+ 0.72% |
$28.6K - $37.4K
|
43.9K
$6.06M
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
289+ 3.95% |
$26.2K - $34.3K
|
7.6K
$1.05M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
264+ 2.97% |
$24K - $31.3K
|
9.15K
$1.26M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
205+ 9.81% |
$18.6K - $24.3K
|
2.29K
$316K
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
185+ 6.22% |
$16.8K - $21.9K
|
3.16K
$436K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
171+ 488.57% |
$15.5K - $20.3K
|
206
$28.4K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
114New |
$10.3K - $13.5K
|
114
$15.7K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$9.08K - $11.9K
|
100
$13.8K
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
91+ 1.68% |
$8.26K - $10.8K
|
5.52K
$761K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
90+ 180.0% |
$8.17K - $10.7K
|
140
$19.3K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
86+ 0.69% |
$7.81K - $10.2K
|
12.6K
$1.74M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$6.81K - $8.9K
|
75
$10.3K
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
74+ 0.76% |
$6.72K - $8.78K
|
9.79K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71+ 3.02% |
$6.45K - $8.42K
|
2.42K
$334K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
67+ 1.69% |
$6.08K - $7.95K
|
4.04K
$557K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50+ 1.23% |
$4.54K - $5.93K
|
4.11K
$566K
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
44+ 0.11% |
$3.99K - $5.22K
|
41.2K
$5.68M
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 19.55% |
$3.18K - $4.15K
|
214
$29.5K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
27+ 0.2% |
$2.45K - $3.2K
|
13.5K
$1.86M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$1.72K - $2.25K
|
19
$2.62K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17New |
$1.54K - $2.02K
|
17
$2.35K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.8% |
$635 - $830
|
885
$122K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 0.2% |
$454 - $593
|
2.48K
$342K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4+ 0.17% |
$363 - $475
|
2.38K
$329K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.08% |
$363 - $475
|
5.09K
$702K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3+ 0.01% |
$272 - $356
|
21.4K
$2.95M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5- 0.86% |
$454 - $593
|
575
$79.3K
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7- 0.1% |
$635 - $830
|
6.82K
$940K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10- 0.19% |
$908 - $1.19K
|
5.31K
$733K
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-11- 0.02% |
$999 - $1.3K
|
61.6K
$8.5M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16- 0.61% |
$1.45K - $1.9K
|
2.59K
$358K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 2.2% |
$1.54K - $2.02K
|
754
$104K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-20- 0.81% |
$1.82K - $2.37K
|
2.44K
$336K
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-22- 0.68% |
$2K - $2.61K
|
3.2K
$441K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31- 0.36% |
$2.81K - $3.68K
|
8.68K
$1.2M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-32- 0.9% |
$2.9K - $3.8K
|
3.53K
$486K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-33- 0.27% |
$3K - $3.91K
|
12.2K
$1.68M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-40- 1.0% |
$3.63K - $4.75K
|
3.95K
$545K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43Closed |
$3.9K - $5.1K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45- 0.64% |
$4.09K - $5.34K
|
7.03K
$970K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-50- 1.22% |
$4.54K - $5.93K
|
4.06K
$559K
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-63- 42.57% |
$5.72K - $7.47K
|
85
$11.7K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-69- 2.85% |
$6.26K - $8.19K
|
2.35K
$324K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75- 15.59% |
$6.81K - $8.9K
|
406
$56K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-90- 18.95% |
$8.17K - $10.7K
|
385
$53.1K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-90- 2.16% |
$8.17K - $10.7K
|
4.08K
$563K
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 2.43% |
$9.08K - $11.9K
|
4.01K
$553K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-150- 15.38% |
$13.6K - $17.8K
|
825
$114K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-162- 11.76% |
$14.7K - $19.2K
|
1.22K
$168K
|