Latest Institutional Transactions on Russell Micro Cap ETF (IWC)
This table provides information on the latest institutional transactions involving Russell Micro Cap ETF (IWC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
7.65KNew |
$920K - $1.06M
|
7.65K
$994K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-745- 11.52% |
$89.6K - $103K
|
5.72K
$744K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 2.56% |
$12K - $13.9K
|
3.81K
$495K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.79K+ 268.79% |
$1.18M - $1.36M
|
13.4K
$1.75M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-346- 5.14% |
$41.6K - $48K
|
6.39K
$830K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-461- 30.73% |
$55.5K - $64K
|
1.04K
$135K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.03K+ 284.28% |
$485K - $560K
|
5.45K
$709K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
29+ 0.29% |
$3.49K - $4.03K
|
9.89K
$1.29M
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
890New |
$107K - $124K
|
890
$116K
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.07KNew |
$249K - $287K
|
2.07K
$269K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17New |
$2.05K - $2.36K
|
17
$2.21K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.12% |
$241 - $278
|
1.71K
$223K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.54KNew |
$186K - $214K
|
1.54K
$201K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.02K- 13.34% |
$363K - $419K
|
19.6K
$2.55M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 0.55% |
$7.46K - $8.61K
|
11.4K
$1.48M
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.2% |
$1.32K - $1.53K
|
5.48K
$713K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.13KNew |
$617K - $712K
|
5.13K
$666K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-48- 1.37% |
$5.77K - $6.66K
|
3.44K
$448K
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12.7KNew |
$1.52M - $1.76M
|
12.7K
$1.65M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.53K+ 46.74% |
$184K - $212K
|
4.8K
$624K
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-91- 0.22% |
$10.9K - $12.6K
|
41.2K
$5.35M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.22% |
$2.17K - $2.5K
|
8.1K
$1.05M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
28.7KNew |
$3.46M - $3.99M
|
28.7K
$3.73M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
716+ 15.69% |
$86.1K - $99.4K
|
5.28K
$686K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.76K+ 3.43% |
$333K - $384K
|
83.4K
$10.8M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.07K- 9.48% |
$128K - $148K
|
10.2K
$1.32M
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
88.9KNew |
$10.7M - $12.3M
|
88.9K
$11.6M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
576+ 8.68% |
$69.3K - $80K
|
7.21K
$937K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.77KNew |
$573K - $662K
|
4.77K
$619K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
248+ 0.24% |
$29.8K - $34.4K
|
102K
$13.3M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.8K+ 59.52% |
$217K - $250K
|
4.83K
$628K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
34.2KNew |
$4.11M - $4.74M
|
34.2K
$4.44M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.05% |
$120 - $139
|
2.22K
$289K
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.05K- 1.69% |
$126K - $146K
|
61.2K
$7.96M
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-2.33K- 8.9% |
$280K - $323K
|
23.8K
$3.1M
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.6K+ 74.22% |
$433K - $499K
|
8.44K
$1.1M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.08% |
$1.32K - $1.53K
|
13.5K
$1.76M
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-79- 2.54% |
$9.5K - $11K
|
3.04K
$395K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.38K+ 3.48% |
$166K - $191K
|
41K
$5.33M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14New |
$1.68K - $1.94K
|
14
$1.82K
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-89- 3.02% |
$10.7K - $12.4K
|
2.86K
$371K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2KNew |
$241K - $278K
|
2K
$260K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-60- 15.38% |
$7.22K - $8.33K
|
330
$42.9K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$481 - $555
|
5.1K
$663K
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.67K- 8.13% |
$201K - $232K
|
18.9K
$2.46M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40- 0.84% |
$4.81K - $5.55K
|
4.72K
$613K
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
360+ 7.02% |
$43.3K - $50K
|
5.49K
$713K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$241 - $278
|
2
$260
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5+ 0.18% |
$602 - $694
|
2.79K
$362K
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 1.1% |
$3.01K - $3.47K
|
2.26K
$294K
|