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 |
---|---|---|---|---|---|---|---|
Aug 11, 2020
Q2 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-79Closed |
$4.8K - $7.24K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-35- 5.11% |
$2.13K - $3.21K
|
650
$84.8K
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-344Closed |
$20.9K - $31.5K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-5Closed |
$304 - $459
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-23Closed |
$1.4K - $2.11K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-138Closed |
$8.39K - $12.7K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2020 | |||||||
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-11.5KClosed |
$656K - $1.16M
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-410- 56.71% |
$23.4K - $41.5K
|
313
$40.8K
|
|
May 15, 2020
Q1 2020
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-292Closed |
$16.7K - $29.5K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-28.1KClosed |
$1.6M - $2.84M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-93Closed |
$5.31K - $9.4K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79New |
$4.51K - $7.99K
|
79
$10.3K
|
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.24KClosed |
$413K - $732K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.5KClosed |
$200K - $354K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.15KClosed |
$294K - $521K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-162Closed |
$9.24K - $16.4K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.25KClosed |
$128K - $227K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.05KClosed |
$231K - $410K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.72KClosed |
$155K - $275K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.92KClosed |
$110K - $194K
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$1.14K - $2.02K
|
20
$2.61K
|
|
Apr 07, 2020
Q1 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-35.6KClosed |
$2.03M - $3.6M
|
0
$0
|
|
Q4 2019 | |||||||
Jun 04, 2020
Q4 2019
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.6KClosed |
$222K - $261K
|
0
$0
|
|
Feb 20, 2020
Q4 2019
|
Archer Investment Corp
|
SELL
|
- |
-300Closed |
$25.6K - $30.1K
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3.68KClosed |
$314K - $369K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-130Closed |
$11.1K - $13K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-7.13KClosed |
$608K - $715K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
70New |
$5.97K - $7.02K
|
70
$9.14K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-540Closed |
$45.5K - $50.6K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.27KClosed |
$192K - $213K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3KClosed |
$253K - $281K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-49Closed |
$4.13K - $4.59K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-16Closed |
$1.35K - $1.5K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-15Closed |
$1.26K - $1.41K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-84Closed |
$7.08K - $7.87K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.22KClosed |
$188K - $208K
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
Transform Wealth, LLC
|
SELL
|
- |
-4.23KClosed |
$357K - $396K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.36KClosed |
$368K - $409K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-580Closed |
$48.9K - $54.3K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-343Closed |
$28.9K - $32.1K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.72KClosed |
$328K - $360K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.51KClosed |
$221K - $243K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.63KClosed |
$232K - $255K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-11.3KClosed |
$999K - $1.1M
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
M&T Bank Corp
|
SELL
|
- |
-2.42KClosed |
$213K - $235K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Bridges Investment Management Inc
|
SELL
|
- |
-17.7KClosed |
$1.56M - $1.72M
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31Closed |
$2.73K - $3.01K
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-141Closed |
$12.4K - $13.7K
|
0
$0
|
|
Jul 25, 2019
Q2 2019
|
Madrona Financial Services, LLC
|
SELL
|
- |
-6.91KClosed |
$609K - $670K
|
0
$0
|