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 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-339- 6.22% |
$37.6K - $45.2K
|
5.11K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-351- 10.47% |
$38.9K - $46.8K
|
3K
$359K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-370- 4.43% |
$41K - $49.4K
|
7.99K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-393- 3.99% |
$43.6K - $52.4K
|
9.46K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-412- 4.45% |
$45.7K - $55K
|
8.86K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-421- 1.4% |
$46.7K - $56.2K
|
29.6K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-430- 15.06% |
$47.7K - $57.4K
|
2.43K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-430- 4.28% |
$47.7K - $57.4K
|
9.62K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-443- 0.32% |
$49.1K - $59.1K
|
136K
$16.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-450- 2.04% |
$49.9K - $60.1K
|
21.7K
$2.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-564- 0.88% |
$62.6K - $75.3K
|
63.2K
$7.57M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-654- 1.41% |
$72.5K - $87.3K
|
45.7K
$5.47M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-676- 4.48% |
$75K - $90.2K
|
14.4K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-763- 1.25% |
$84.6K - $102K
|
60.4K
$7.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-840- 3.53% |
$93.2K - $112K
|
23K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-949- 7.12% |
$105K - $127K
|
12.4K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.19K- 2.09% |
$132K - $158K
|
55.5K
$6.64M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.31K- 50.06% |
$145K - $175K
|
1.31K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.42K- 7.51% |
$157K - $189K
|
17.5K
$2.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.49K- 27.07% |
$165K - $198K
|
4K
$479K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.57K- 12.42% |
$174K - $210K
|
11.1K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.66K- 34.5% |
$184K - $221K
|
3.14K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.69K- 14.88% |
$187K - $225K
|
9.65K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.92K- 3.07% |
$213K - $256K
|
60.5K
$7.24M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.85K- 33.63% |
$316K - $380K
|
5.63K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.38K- 59.15% |
$375K - $452K
|
2.34K
$280K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.47K- 21.59% |
$384K - $463K
|
12.6K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.99K- 67.02% |
$442K - $532K
|
1.96K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.06K- 1.78% |
$451K - $542K
|
224K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.64K- 97.41% |
$626K - $753K
|
150
$17.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.74K- 22.24% |
$637K - $766K
|
20.1K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.88K- 19.96% |
$652K - $785K
|
23.6K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.22K- 17.6% |
$690K - $830K
|
29.1K
$3.48M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.58K- 96.5% |
$840K - $1.01M
|
275
$32.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.6K- 10.38% |
$1.18M - $1.42M
|
91.6K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.6K- 19.04% |
$1.62M - $1.95M
|
62.1K
$7.43M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.6K- 22.08% |
$1.62M - $1.95M
|
51.6K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 22.89% |
$1.74M - $2.09M
|
52.8K
$6.31M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.2K- 21.86% |
$2.8M - $3.37M
|
90.2K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-50.2K- 74.11% |
$5.56M - $6.69M
|
17.5K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-109K- 64.4% |
$12.1M - $14.6M
|
60.3K
$7.21M
|