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
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-173- 10.15% |
$15.7K - $20.5K
|
1.53K
$212K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-195- 21.52% |
$17.7K - $23.1K
|
711
$98.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-223- 1.76% |
$20.2K - $26.5K
|
12.5K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-231- 0.95% |
$21K - $27.4K
|
24.1K
$3.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-247- 8.19% |
$22.4K - $29.3K
|
2.77K
$383K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-295- 26.92% |
$26.8K - $35K
|
801
$111K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-311- 13.01% |
$28.2K - $36.9K
|
2.08K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-333- 12.71% |
$30.2K - $39.5K
|
2.29K
$316K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-338- 1.17% |
$30.7K - $40.1K
|
28.5K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-348- 8.2% |
$31.6K - $41.3K
|
3.89K
$539K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-380- 1.24% |
$34.5K - $45.1K
|
30.3K
$4.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-427- 7.29% |
$38.8K - $50.7K
|
5.43K
$752K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-481- 10.75% |
$43.7K - $57.1K
|
4K
$553K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-513- 1.03% |
$46.6K - $60.9K
|
49.2K
$6.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-618- 14.45% |
$56.1K - $73.3K
|
3.66K
$507K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-724- 0.96% |
$65.7K - $85.9K
|
74.8K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-821- 17.15% |
$74.5K - $97.4K
|
3.97K
$549K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-867- 4.89% |
$78.7K - $103K
|
16.9K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-874- 16.4% |
$79.3K - $104K
|
4.46K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.02K- 1.39% |
$93K - $121K
|
72.6K
$10.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.22K- 13.81% |
$111K - $144K
|
7.6K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.35K- 4.54% |
$122K - $160K
|
28.3K
$3.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.41K- 9.82% |
$128K - $167K
|
12.9K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.74K- 2.63% |
$158K - $207K
|
64.4K
$8.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-2.82K- 46.9% |
$256K - $334K
|
3.19K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.99K- 10.05% |
$271K - $354K
|
26.7K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.01K- 29.27% |
$273K - $357K
|
7.28K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.2K- 7.39% |
$291K - $380K
|
40.1K
$5.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.5K- 21.43% |
$318K - $415K
|
12.8K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.64K- 2.4% |
$330K - $432K
|
148K
$20.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-4.44K- 20.69% |
$403K - $527K
|
17K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.93K- 21.58% |
$448K - $585K
|
17.9K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-6.55K- 76.52% |
$595K - $777K
|
2.01K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.4K- 9.61% |
$763K - $997K
|
79K
$10.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.52K- 9.73% |
$773K - $1.01M
|
79K
$10.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.93K- 98.77% |
$810K - $1.06M
|
111
$15.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.54K- 5.69% |
$866K - $1.13M
|
158K
$21.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11.1K- 9.77% |
$1.01M - $1.32M
|
102K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-13.2K- 66.13% |
$1.2M - $1.57M
|
6.76K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.6K- 22.62% |
$1.6M - $2.09M
|
60.2K
$8.33M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-19.5K- 17.79% |
$1.77M - $2.31M
|
90.1K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.3K- 6.3% |
$1.85M - $2.41M
|
302K
$41.9M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-23.7K- 4.06% |
$2.15M - $2.81M
|
559K
$77.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.1K- 14.34% |
$2.91M - $3.81M
|
192K
$26.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.1K- 35.6% |
$2.91M - $3.81M
|
58.1K
$8.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.3K- 81.04% |
$4.93M - $6.44M
|
12.7K
$1.76M
|