Purchases and Sales Made in Q1 2025 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.95KNew |
$438K - $527K
|
3.95K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.7K+ 3.8% |
$411K - $494K
|
101K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.95K+ 43.83% |
$216K - $260K
|
6.39K
$668K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
209New |
$23.2K - $27.9K
|
209
$21.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
21+ 0.05% |
$2.33K - $2.8K
|
41.2K
$4.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$1.89K - $2.27K
|
17
$1.78K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7New |
$776 - $934
|
7
$732
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 35.29% |
$665 - $801
|
11
$1.15K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-20- 0.7% |
$2.22K - $2.67K
|
2.84K
$297K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-36- 1.59% |
$3.99K - $4.8K
|
2.22K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-52- 1.02% |
$5.77K - $6.94K
|
5.05K
$528K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-67- 0.66% |
$7.43K - $8.94K
|
10.1K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-91- 1.26% |
$10.1K - $12.1K
|
7.12K
$744K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-193- 4.48% |
$21.4K - $25.8K
|
4.12K
$430K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-257- 5.39% |
$28.5K - $34.3K
|
4.51K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-564- 0.88% |
$62.6K - $75.3K
|
63.2K
$6.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-763- 1.25% |
$84.6K - $102K
|
60.4K
$6.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-840- 3.53% |
$93.2K - $112K
|
23K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.42K- 7.51% |
$157K - $189K
|
17.5K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.49K- 27.07% |
$165K - $198K
|
4K
$418K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.57K- 12.42% |
$174K - $210K
|
11.1K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.66K- 34.5% |
$184K - $221K
|
3.14K
$329K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.69K- 14.88% |
$187K - $225K
|
9.65K
$1.01M
|