Institute For Wealth Management, Llc. Russell Micro Cap ETF Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,102 shares of IWC stock, worth $950,040. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,102
Previous 8,084 0.22%
Holding current value
$950,040
Previous $996,000 6.02%
% of portfolio
0.13%
Previous 0.13%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$120.3 - $138.84 $2,165 - $2,499
18 Added 0.22%
8,102 $1.06 Million
Q3 2024

Nov 12, 2024
BUY
$112.21 - $129.46 $14,026 - $16,182
125 Added 1.57%
8,084 $996,000
Q2 2024

Jul 25, 2024
BUY
$109.35 - $119.81 $98,633 - $108,068
902 Added 12.78%
7,959 $907,000
Q1 2024

Apr 30, 2024
SELL
$109.23 - $121.19 $80,393 - $89,195
-736 Reduced 9.44%
7,057 $855,000
Q4 2023

Jan 31, 2024
BUY
$90.78 - $118.63 $265,168 - $346,518
2,921 Added 59.95%
7,793 $904,000
Q3 2023

Oct 13, 2023
BUY
$99.15 - $115.3 $186,104 - $216,418
1,877 Added 62.67%
4,872 $487,000
Q2 2023

Jul 25, 2023
SELL
$99.62 - $112.59 $15,441 - $17,451
-155 Reduced 4.92%
2,995 $327,000
Q1 2023

Apr 20, 2023
SELL
$100.59 - $121.88 $30,378 - $36,807
-302 Reduced 8.75%
3,150 $329,000
Q4 2022

Feb 02, 2023
BUY
$103.28 - $114.29 $2,375 - $2,628
23 Added 0.67%
3,452 $372,000
Q3 2022

Oct 18, 2022
SELL
$101.64 - $126.54 $2,337 - $2,910
-23 Reduced 0.67%
3,429 $355,000
Q2 2022

Jul 25, 2022
BUY
$103.11 - $130.99 $46,708 - $59,338
453 Added 15.11%
3,452 $359,000
Q1 2022

Apr 29, 2022
BUY
$119.81 - $142.34 $7,188 - $8,540
60 Added 2.04%
2,999 $386,000
Q4 2021

Jan 21, 2022
BUY
$134.03 - $156.72 $55,622 - $65,038
415 Added 16.44%
2,939 $411,000
Q3 2021

Nov 15, 2021
BUY
$136.87 - $153.98 $93,755 - $105,476
685 Added 37.25%
2,524 $364,000
Q2 2021

Jul 21, 2021
BUY
$136.95 - $157.3 $25,198 - $28,943
184 Added 11.12%
1,839 $281,000
Q1 2021

May 04, 2021
BUY
$117.96 - $158.51 $195,223 - $262,334
1,655 New
1,655 $243,000
Q1 2020

Apr 29, 2020
SELL
$57.05 - $101.1 $3,822 - $6,773
-67 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$85.32 - $100.3 $5,716 - $6,720
67 New
67 $7,000

Others Institutions Holding IWC

# of Institutions
259
Shares Held
4.24M
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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