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

Level Financial Advisors, Inc.

$252 Million
Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 10,175 shares of IWC stock, worth $1.18 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

10,175

Previous 11,241 9.48%

Holding current value

$1.18 Million

Previous $1.39 Million 4.33%

% of portfolio

0.53%

Previous 0.57%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$120.3 - $138.84 $128,239 - $148,003	-1,066 Reduced 9.48%	10,175 $1.33 Million
Q3 2024 Oct 10, 2024	SELL	$112.21 - $129.46 $66,652 - $76,899	-594 Reduced 5.02%	11,241 $1.39 Million
Q2 2024 Jul 23, 2024	SELL	$109.35 - $119.81 $25,369 - $27,795	-232 Reduced 1.92%	11,835 $1.35 Million
Q1 2024 Apr 19, 2024	SELL	$109.23 - $121.19 $42,490 - $47,142	-389 Reduced 3.12%	12,067 $1.46 Million
Q4 2023 Jan 22, 2024	SELL	$90.78 - $118.63 $20,243 - $26,454	-223 Reduced 1.76%	12,456 $1.45 Million
Q3 2023 Oct 18, 2023	SELL	$99.15 - $115.3 $38,371 - $44,621	-387 Reduced 2.96%	12,679 $1.27 Million
Q2 2023 Jul 14, 2023	SELL	$99.62 - $112.59 $116,356 - $131,505	-1,168 Reduced 8.21%	13,066 $1.43 Million
Q1 2023 Apr 10, 2023	SELL	$100.59 - $121.88 $4,828 - $5,850	-48 Reduced 0.34%	14,234 $1.49 Million
Q4 2022 Jan 23, 2023	SELL	$103.28 - $114.29 $41,725 - $46,173	-404 Reduced 2.75%	14,282 $0
Q3 2022 Oct 18, 2022	SELL	$101.64 - $126.54 $103,062 - $128,311	-1,014 Reduced 6.46%	14,686 $1.52 Million
Q2 2022 Aug 10, 2022	SELL	$103.11 - $130.99 $209,622 - $266,302	-2,033 Reduced 11.46%	15,700 $1.63 Million
Q1 2022 Apr 08, 2022	SELL	$119.81 - $142.34 $77,037 - $91,524	-643 Reduced 3.5%	17,733 $2.29 Million
Q4 2021 Jan 20, 2022	BUY	$134.03 - $156.72 $2.46 Million - $2.88 Million	18,376 New	18,376 $2.57 Million

Others Institutions Holding IWC

# of Institutions

260

Shares Held

4.25M

Call Options Held

12.4K

Put Options Held

View Full List

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

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