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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.6KNew |
$192K - $222K
|
1.6K
$189K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.83KNew |
$220K - $254K
|
1.83K
$217K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.66KNew |
$199K - $230K
|
1.66K
$197K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6New |
$722 - $833
|
6
$712
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-174- 6.11% |
$20.9K - $24.2K
|
2.67K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.09KNew |
$251K - $290K
|
2.09K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
39.1K+ 61.86% |
$4.7M - $5.42M
|
102K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.82K+ 17.98% |
$219K - $253K
|
12K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21+ 1.51% |
$2.53K - $2.92K
|
1.42K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
24.2K+ 123.97% |
$2.92M - $3.37M
|
43.8K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
378New |
$45.5K - $52.5K
|
378
$44.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-961- 0.42% |
$116K - $133K
|
228K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
228+ 55.34% |
$27.4K - $31.7K
|
640
$75.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.17K- 32.87% |
$982K - $1.13M
|
16.7K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-300- 9.76% |
$36.1K - $41.7K
|
2.77K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
900+ 8.91% |
$108K - $125K
|
11K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.6K- 75.04% |
$3.32M - $3.83M
|
9.18K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.63K+ 117.29% |
$1.16M - $1.34M
|
17.8K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-448- 8.08% |
$53.9K - $62.2K
|
5.09K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.8K+ 400.0% |
$2.02M - $2.33M
|
21K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-52.9K- 9.85% |
$6.37M - $7.35M
|
484K
$57.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-86- 31.62% |
$10.3K - $11.9K
|
186
$22.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-916- 18.72% |
$110K - $127K
|
3.98K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.32KNew |
$400K - $462K
|
3.32K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700+ 70.0% |
$84.2K - $97.2K
|
1.7K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22K- 96.31% |
$2.65M - $3.05M
|
842
$99.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.05K+ 23.88% |
$126K - $145K
|
5.43K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-187- 1.9% |
$22.5K - $26K
|
9.64K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
160+ 38.74% |
$19.2K - $22.2K
|
573
$68K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27K- 28.31% |
$3.25M - $3.75M
|
68.4K
$8.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
400+ 5.0% |
$48.1K - $55.5K
|
8.4K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.07K+ 5.18% |
$370K - $427K
|
62.4K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
22+ 0.29% |
$2.65K - $3.05K
|
7.5K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.69K+ 2.0% |
$204K - $235K
|
86.3K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
318+ 77.18% |
$38.3K - $44.2K
|
730
$86.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.59KNew |
$191K - $220K
|
1.59K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.7KNew |
$205K - $236K
|
1.7K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-160- 1.21% |
$19.2K - $22.2K
|
13.1K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.74K- 52.91% |
$209K - $241K
|
1.55K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
248New |
$29.8K - $34.4K
|
248
$29.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-39- 1.01% |
$4.69K - $5.41K
|
3.82K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.95K- 2.11% |
$355K - $410K
|
137K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2- 0.3% |
$241 - $278
|
654
$77.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
619+ 2.71% |
$74.5K - $85.9K
|
23.4K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.73K+ 9555.0% |
$690K - $796K
|
5.79K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.44K+ 14.39% |
$534K - $617K
|
35.3K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.65KNew |
$198K - $229K
|
1.65K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
65New |
$7.82K - $9.02K
|
65
$7.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.47K+ 20.96% |
$538K - $621K
|
25.8K
$3.06M
|