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 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
74+ 2.77% |
$8.21K - $9.88K
|
2.75K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
48New |
$5.32K - $6.41K
|
48
$5.74K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
41+ 0.17% |
$4.55K - $5.47K
|
23.5K
$2.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
41New |
$4.55K - $5.47K
|
41
$4.91K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26+ 96.3% |
$2.88K - $3.47K
|
53
$6.34K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
23+ 0.23% |
$2.55K - $3.07K
|
9.91K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
22New |
$2.44K - $2.94K
|
22
$2.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.33K - $2.8K
|
21
$2.51K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
21+ 0.05% |
$2.33K - $2.8K
|
41.2K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17New |
$1.89K - $2.27K
|
17
$2.03K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$1.89K - $2.27K
|
17
$2.03K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14+ 0.22% |
$1.55K - $1.87K
|
6.48K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
12+ 3.39% |
$1.33K - $1.6K
|
366
$43.8K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
9+ 0.24% |
$998 - $1.2K
|
3.83K
$458K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.07% |
$998 - $1.2K
|
13.5K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
8+ 0.21% |
$887 - $1.07K
|
3.88K
$464K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7New |
$776 - $934
|
7
$838
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.07% |
$444 - $534
|
5.49K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 0.31% |
$222 - $267
|
656
$78.5K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$111 - $133
|
5.1K
$610K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.05% |
$111 - $133
|
1.86K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.03% |
$111 - $133
|
3.44K
$412K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-2- 0.35% |
$222 - $267
|
573
$68.6K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 40.0% |
$222 - $267
|
3
$359
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 35.29% |
$665 - $801
|
11
$1.32K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7- 2.82% |
$776 - $934
|
241
$28.8K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-7- 3.5% |
$776 - $934
|
193
$23.1K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11- 0.45% |
$1.22K - $1.47K
|
2.43K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-20- 0.7% |
$2.22K - $2.67K
|
2.84K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-30- 1.52% |
$3.33K - $4K
|
1.95K
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-36- 1.59% |
$3.99K - $4.8K
|
2.22K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-52- 1.02% |
$5.77K - $6.94K
|
5.05K
$604K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-67- 0.66% |
$7.43K - $8.94K
|
10.1K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-81- 0.71% |
$8.98K - $10.8K
|
11.3K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-91- 1.26% |
$10.1K - $12.1K
|
7.12K
$852K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-98- 52.69% |
$10.9K - $13.1K
|
88
$10.5K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-112- 4.27% |
$12.4K - $14.9K
|
2.51K
$300K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-127- 32.4% |
$14.1K - $16.9K
|
265
$31.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-139- 8.02% |
$15.4K - $18.6K
|
1.59K
$191K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-153- 2.4% |
$17K - $20.4K
|
6.24K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-160- 27.92% |
$17.7K - $21.4K
|
413
$49.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-193- 4.48% |
$21.4K - $25.8K
|
4.12K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-216- 6.12% |
$24K - $28.8K
|
3.32K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-225- 10.77% |
$25K - $30K
|
1.87K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-235- 19.93% |
$26.1K - $31.4K
|
944
$113K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-250- 2.84% |
$27.7K - $33.4K
|
8.54K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-257- 5.39% |
$28.5K - $34.3K
|
4.51K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-264- 2.74% |
$29.3K - $35.2K
|
9.38K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-301- 8.84% |
$33.4K - $40.2K
|
3.11K
$372K
|