Naviter Wealth, LLC Russell Micro Cap ETF Transaction History

Naviter Wealth, LLC

$662 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	SELL	$99.62 - $112.59 $99 - $112	-1 Reduced 0.05%	1,950 $213,000
Q1 2023 Apr 12, 2023	SELL	$100.59 - $121.88 $1.34 Million - $1.62 Million	-13,332 Reduced 87.23%	1,951 $203,000
Q4 2022 Jan 31, 2023	BUY	$103.28 - $114.29 $934,787 - $1.03 Million	9,051 Added 145.23%	15,283 $1.65 Million
Q3 2022 Oct 27, 2022	BUY	$101.64 - $126.54 $152,155 - $189,430	1,497 Added 31.62%	6,232 $644,000
Q2 2022 Jul 18, 2022	SELL	$103.11 - $130.99 $403,469 - $512,563	-3,913 Reduced 45.25%	4,735 $492,000
Q1 2022 Apr 21, 2022	SELL	$119.81 - $142.34 $14.2 Million - $16.8 Million	-118,112 Reduced 93.18%	8,648 $1.12 Million
Q4 2021 Feb 03, 2022	BUY	$134.03 - $156.72 $17 Million - $19.9 Million	126,760 New	126,760 $17.7 Million

Others Institutions Holding IWC

# of Institutions

218

Shares Held

4.1M

Call Options Held

2.4K

Put Options Held

2.3K

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

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