Family Wealth Partners, LLC Russell Micro Cap ETF Transaction History

Family Wealth Partners, LLC

  • $219 Billion
  • Q1 2025

A detailed history of Family Wealth Partners, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 2,837 shares of IWC stock, worth $340,099. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,837
Previous 2,857 0.7%
Holding current value
$340,099
Previous $372 Million 15.53%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Apr 16, 2025
SELL
$110.91 - $133.46 $2,218 - $2,669
-20 Reduced 0.7%
2,837 $315 Million
Q4 2024

Jan 14, 2025
SELL
$120.3 - $138.84 $10,706 - $12,356
-89 Reduced 3.02%
2,857 $372 Million
Q3 2024

Oct 09, 2024
BUY
$112.21 - $129.46 $224 - $258
2 Added 0.07%
2,946 $363 Million
Q2 2024

Jul 10, 2024
BUY
$109.35 - $119.81 $109 - $119
1 Added 0.03%
2,944 $336 Million
Q1 2024

Apr 16, 2024
BUY
$109.23 - $121.19 $109 - $121
1 Added 0.03%
2,943 $357 Million
Q4 2023

Mar 20, 2024
BUY
$90.78 - $118.63 $267,074 - $349,009
2,942 New
2,942 $341 Million

Others Institutions Holding IWC

# of Institutions
239
Shares Held
3.98M
Call Options Held
9.2K
Put Options Held
3.6K
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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