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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-39- 1.01% |
$4.69K - $5.41K
|
3.82K
$482K
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-40- 0.45% |
$4.81K - $5.55K
|
8.79K
$1.11M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40- 0.84% |
$4.81K - $5.55K
|
4.72K
$595K
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-45- 0.89% |
$5.41K - $6.25K
|
4.99K
$630K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-48- 1.37% |
$5.77K - $6.66K
|
3.44K
$434K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-60- 15.38% |
$7.22K - $8.33K
|
330
$41.6K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-79- 2.54% |
$9.5K - $11K
|
3.04K
$383K
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-80- 3.32% |
$9.62K - $11.1K
|
2.33K
$294K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-86- 31.62% |
$10.3K - $11.9K
|
186
$23.5K
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-89- 3.02% |
$10.7K - $12.4K
|
2.86K
$360K
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-91- 0.22% |
$10.9K - $12.6K
|
41.2K
$5.19M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-95- 2.4% |
$11.4K - $13.2K
|
3.87K
$488K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 2.56% |
$12K - $13.9K
|
3.81K
$480K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-160- 1.21% |
$19.2K - $22.2K
|
13.1K
$1.65M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-181- 2.34% |
$21.8K - $25.1K
|
7.55K
$951K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-184- 24.21% |
$22.1K - $25.5K
|
576
$72.6K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-187- 1.9% |
$22.5K - $26K
|
9.64K
$1.22M
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-253- 1.13% |
$30.4K - $35.1K
|
22.1K
$2.79M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-254- 0.84% |
$30.6K - $35.3K
|
30K
$3.79M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-277- 7.32% |
$33.3K - $38.5K
|
3.51K
$442K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-300- 9.76% |
$36.1K - $41.7K
|
2.77K
$350K
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-324- 3.68% |
$39K - $45K
|
8.48K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-346- 5.14% |
$41.6K - $48K
|
6.39K
$805K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-355- 3.41% |
$42.7K - $49.3K
|
10K
$1.27M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-381- 9.74% |
$45.8K - $52.9K
|
3.53K
$445K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-382- 0.56% |
$46K - $53K
|
67.7K
$8.53M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-448- 8.08% |
$53.9K - $62.2K
|
5.09K
$642K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-461- 30.73% |
$55.5K - $64K
|
1.04K
$131K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-516- 7.98% |
$62.1K - $71.6K
|
5.95K
$750K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-738- 2.46% |
$88.8K - $102K
|
29.3K
$3.69M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-745- 11.52% |
$89.6K - $103K
|
5.72K
$721K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-751- 91.14% |
$90.3K - $104K
|
73
$9.2K
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-884- 1.37% |
$106K - $123K
|
63.8K
$8.04M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-916- 18.72% |
$110K - $127K
|
3.98K
$501K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-961- 0.42% |
$116K - $133K
|
228K
$28.8M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-977- 47.04% |
$118K - $136K
|
1.1K
$139K
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.05K- 1.69% |
$126K - $146K
|
61.2K
$7.72M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.07K- 9.48% |
$128K - $148K
|
10.2K
$1.28M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.21K- 11.51% |
$145K - $167K
|
9.27K
$1.17M
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.67K- 8.13% |
$201K - $232K
|
18.9K
$2.38M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.74K- 52.91% |
$209K - $241K
|
1.55K
$195K
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.74K- 10.36% |
$210K - $242K
|
15.1K
$1.9M
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.02K- 11.97% |
$243K - $280K
|
14.8K
$1.87M
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-2.33K- 8.9% |
$280K - $323K
|
23.8K
$3M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.55K- 16.05% |
$307K - $354K
|
13.3K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.95K- 2.11% |
$355K - $410K
|
137K
$17.2M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.02K- 13.34% |
$363K - $419K
|
19.6K
$2.47M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.28K- 3.25% |
$394K - $455K
|
97.5K
$12.3M
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.62K- 13.56% |
$556K - $642K
|
29.5K
$3.71M
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.73K- 24.7% |
$569K - $656K
|
14.4K
$1.82M
|