Davies Financial Advisors, Inc. Russell Micro Cap ETF Transaction History

Davies Financial Advisors, Inc.

  • $117 Billion
  • Q1 2025

A detailed history of Davies Financial Advisors, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 9,154 shares of IWC stock, worth $1.01 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
9,154
Previous 8,441 8.45%
Holding current value
$1.01 Million
Previous $1.1 Billion 7.75%
% of portfolio
0.87%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$110.91 - $133.46 $79,078 - $95,156
713 Added 8.45%
9,154 $1.02 Billion
Q4 2024

Jan 16, 2025
BUY
$120.3 - $138.84 $432,598 - $499,268
3,596 Added 74.22%
8,441 $1.1 Billion
Q3 2024

Oct 09, 2024
BUY
$112.21 - $129.46 $543,657 - $627,233
4,845 New
4,845 $597 Million

Others Institutions Holding IWC

# of Institutions
247
Shares Held
3.97M
Call Options Held
12.4K
Put Options Held
4K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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