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
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
39.1K+ 61.86% |
$4.7M - $5.42M
|
102K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.7K+ 46.6% |
$4.41M - $5.09M
|
115K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
34.2KNew |
$4.11M - $4.74M
|
34.2K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
28.7KNew |
$3.46M - $3.99M
|
28.7K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
24.2K+ 123.97% |
$2.92M - $3.37M
|
43.8K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.8K+ 400.0% |
$2.02M - $2.33M
|
21K
$2.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.4K+ 30.29% |
$1.85M - $2.14M
|
66.2K
$8.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12.7KNew |
$1.52M - $1.76M
|
12.7K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
11.3KNew |
$1.36M - $1.57M
|
11.3K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.85KNew |
$1.19M - $1.37M
|
9.85K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.79K+ 268.79% |
$1.18M - $1.36M
|
13.4K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.63K+ 117.29% |
$1.16M - $1.34M
|
17.8K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
7.65KNew |
$920K - $1.06M
|
7.65K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.25K+ 45.6% |
$752K - $868K
|
20K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.73K+ 9555.0% |
$690K - $796K
|
5.79K
$730K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.48KNew |
$659K - $760K
|
5.48K
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.13KNew |
$617K - $712K
|
5.13K
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.77KNew |
$573K - $662K
|
4.77K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.47K+ 20.96% |
$538K - $621K
|
25.8K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.44K+ 14.39% |
$534K - $617K
|
35.3K
$4.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.03K+ 284.28% |
$485K - $560K
|
5.45K
$688K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.65K+ 5.0% |
$439K - $507K
|
76.7K
$9.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.6K+ 74.22% |
$433K - $499K
|
8.44K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.32KNew |
$400K - $462K
|
3.32K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.07K+ 5.18% |
$370K - $427K
|
62.4K
$7.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.76K+ 3.43% |
$333K - $384K
|
83.4K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.54KNew |
$306K - $353K
|
2.54K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.22K+ 39.43% |
$267K - $308K
|
7.85K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.09KNew |
$251K - $290K
|
2.09K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.07KNew |
$249K - $287K
|
2.07K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2KNew |
$241K - $278K
|
2K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.82K+ 17.98% |
$219K - $253K
|
12K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.8K+ 59.52% |
$217K - $250K
|
4.83K
$609K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.75KNew |
$211K - $243K
|
1.75K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.7KNew |
$205K - $236K
|
1.7K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.69K+ 2.0% |
$204K - $235K
|
86.3K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.65K+ 3.0% |
$199K - $229K
|
56.7K
$7.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.65KNew |
$198K - $229K
|
1.65K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 1686.6% |
$197K - $227K
|
1.73K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.6KNew |
$192K - $222K
|
1.6K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.59KNew |
$191K - $220K
|
1.59K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.54KNew |
$186K - $214K
|
1.54K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.53K+ 46.74% |
$184K - $212K
|
4.8K
$605K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.53K+ 14.61% |
$183K - $212K
|
12K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.38K+ 3.48% |
$166K - $191K
|
41K
$5.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.26K+ 14.82% |
$151K - $175K
|
9.75K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.25K+ 2.77% |
$150K - $173K
|
46.4K
$5.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.08KNew |
$129K - $149K
|
1.08K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.05K+ 23.88% |
$126K - $145K
|
5.43K
$685K
|