Purchases and Sales Made in Q4 2024 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
88.9KNew |
$10.7M - $12.3M
|
88.9K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
34.2KNew |
$4.11M - $4.74M
|
34.2K
$4.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
28.7KNew |
$3.46M - $3.99M
|
28.7K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12.7KNew |
$1.52M - $1.76M
|
12.7K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
11.3KNew |
$1.36M - $1.57M
|
11.3K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.85KNew |
$1.19M - $1.37M
|
9.85K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.79K+ 268.79% |
$1.18M - $1.36M
|
13.4K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
7.65KNew |
$920K - $1.06M
|
7.65K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.48KNew |
$659K - $760K
|
5.48K
$720K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.13KNew |
$617K - $712K
|
5.13K
$673K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.77KNew |
$573K - $662K
|
4.77K
$626K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.03K+ 284.28% |
$485K - $560K
|
5.45K
$716K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.6K+ 74.22% |
$433K - $499K
|
8.44K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.76K+ 3.43% |
$333K - $384K
|
83.4K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.22K+ 39.43% |
$267K - $308K
|
7.85K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.07KNew |
$249K - $287K
|
2.07K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2KNew |
$241K - $278K
|
2K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.8K+ 59.52% |
$217K - $250K
|
4.83K
$635K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.75KNew |
$211K - $243K
|
1.75K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 1686.6% |
$197K - $227K
|
1.73K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.54KNew |
$186K - $214K
|
1.54K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.53K+ 46.74% |
$184K - $212K
|
4.8K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.38K+ 3.48% |
$166K - $191K
|
41K
$5.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.26K+ 14.82% |
$151K - $175K
|
9.75K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.08KNew |
$129K - $149K
|
1.08K
$141K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
890New |
$107K - $124K
|
890
$117K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
716+ 15.69% |
$86.1K - $99.4K
|
5.28K
$693K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
576+ 8.68% |
$69.3K - $80K
|
7.21K
$947K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
555+ 7.11% |
$66.8K - $77.1K
|
8.36K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
392New |
$47.2K - $54.4K
|
392
$51.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
360+ 7.02% |
$43.3K - $50K
|
5.49K
$721K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
248+ 0.24% |
$29.8K - $34.4K
|
102K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
116+ 0.61% |
$14K - $16.1K
|
19.2K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
74+ 32.31% |
$8.9K - $10.3K
|
303
$39.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 0.55% |
$7.46K - $8.61K
|
11.4K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
29+ 0.29% |
$3.49K - $4.03K
|
9.89K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.22% |
$2.17K - $2.5K
|
8.1K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17New |
$2.05K - $2.36K
|
17
$2.23K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14New |
$1.68K - $1.94K
|
14
$1.84K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.2% |
$1.32K - $1.53K
|
5.48K
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.08% |
$1.32K - $1.53K
|
13.5K
$1.78M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5+ 0.18% |
$602 - $694
|
2.79K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 12.5% |
$361 - $417
|
27
$3.55K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$241 - $278
|
2
$263
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.06% |
$241 - $278
|
3.46K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.12% |
$241 - $278
|
1.71K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.05% |
$120 - $139
|
2.22K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$481 - $555
|
5.1K
$670K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 1.1% |
$3.01K - $3.47K
|
2.26K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-31- 0.09% |
$3.73K - $4.3K
|
35.1K
$4.61M
|