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

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

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 20,181 shares of IWC stock, worth $2.23 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

20,181

Previous 8,102 149.09%

Holding current value

$2.23 Million

Previous $1.06 Million 111.93%

% of portfolio

0.29%

Previous 0.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$110.91 - $133.46 $1.34 Million - $1.61 Million	12,079 Added 149.09%	20,181 $2.24 Million
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

247

Shares Held

3.97M

Call Options Held

12.4K

Put Options Held

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About RUSSELL MICRO CAP ETF

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