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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
673+ 76.56% |
$73.5K - $81.6K
|
1.55K
$175K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-337- 1.4% |
$36.8K - $40.8K
|
23.7K
$2.68M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 41.51% |
$1.99M - $2.21M
|
62.2K
$7.02M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.29K - $2.54K
|
21
$2.37K
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
3.62K+ 21.27% |
$396K - $439K
|
20.6K
$2.33M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-436- 1.54% |
$47.6K - $52.8K
|
27.9K
$3.15M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.78K- 2.45% |
$195K - $216K
|
70.8K
$8M
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-322- 0.18% |
$35.2K - $39K
|
180K
$20.3M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.87K- 3.45% |
$314K - $348K
|
80.4K
$9.08M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-175- 8.54% |
$19.1K - $21.2K
|
1.87K
$212K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17KNew |
$128K - $142K
|
1.17K
$133K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.81KNew |
$198K - $220K
|
1.81K
$205K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1Closed |
$109 - $121
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
970+ 2.29% |
$106K - $118K
|
43.3K
$4.89M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-946- 1.97% |
$103K - $115K
|
47K
$5.31M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-785- 1.35% |
$85.7K - $95.1K
|
57.3K
$6.47M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.04K- 2.12% |
$550K - $611K
|
232K
$26.2M
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
209+ 2.87% |
$22.8K - $25.3K
|
7.5K
$848K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-290- 0.96% |
$31.7K - $35.1K
|
30K
$3.39M
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-302- 0.61% |
$33K - $36.6K
|
49.2K
$5.55M
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.18K- 12.55% |
$675K - $749K
|
43K
$4.86M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-120- 2.92% |
$13.1K - $14.5K
|
3.99K
$450K
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
450+ 3.51% |
$49.2K - $54.5K
|
13.3K
$1.5M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-213- 29.96% |
$23.3K - $25.8K
|
498
$56.3K
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-347- 14.42% |
$37.9K - $42.1K
|
2.06K
$233K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14K+ 4.63% |
$1.53M - $1.7M
|
316K
$35.7M
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
362+ 7.15% |
$39.5K - $43.9K
|
5.43K
$613K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48.5K- 32.79% |
$5.3M - $5.88M
|
99.4K
$11.2M
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
791+ 14.34% |
$86.4K - $95.9K
|
6.31K
$713K
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-360- 1.02% |
$39.3K - $43.6K
|
34.9K
$3.95M
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-50- 1.25% |
$5.46K - $6.06K
|
3.95K
$446K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-1.4K- 32.56% |
$153K - $170K
|
2.9K
$328K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9KNew |
$2.71M - $3.01M
|
24.9K
$2.81M
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-17- 0.18% |
$1.86K - $2.06K
|
9.65K
$1.09M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93.4K- 88.03% |
$10.2M - $11.3M
|
12.7K
$1.44M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3New |
$328 - $364
|
3
$339
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-552- 0.54% |
$60.3K - $66.9K
|
102K
$11.5M
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-80- 94.12% |
$8.74K - $9.7K
|
5
$565
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.64K+ 4849.33% |
$397K - $441K
|
3.71K
$419K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-33- 1.44% |
$3.6K - $4K
|
2.26K
$255K
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-105- 5.42% |
$11.5K - $12.7K
|
1.83K
$207K
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.86K+ 4.11% |
$203K - $225K
|
47.1K
$5.32M
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-299- 1.73% |
$32.7K - $36.2K
|
16.9K
$1.91M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-736- 9.44% |
$80.4K - $89.2K
|
7.06K
$797K
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-38- 0.76% |
$4.15K - $4.61K
|
4.95K
$559K
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 25.81% |
$65.5K - $72.7K
|
1.73K
$195K
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-186- 86.92% |
$20.3K - $22.5K
|
28
$3.16K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.11K- 16.72% |
$667K - $740K
|
30.4K
$3.44M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-238- 2.6% |
$26K - $28.8K
|
8.91K
$1.01M
|