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, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-7- 3.5% |
$776 - $934
|
193
$24.8K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-443- 0.32% |
$49.1K - $59.1K
|
136K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 0.31% |
$222 - $267
|
656
$84.5K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
23+ 0.23% |
$2.55K - $3.07K
|
9.91K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.36K+ 11.34% |
$151K - $181K
|
13.3K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-139- 8.02% |
$15.4K - $18.6K
|
1.59K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-393- 3.99% |
$43.6K - $52.4K
|
9.46K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.6K- 10.38% |
$1.18M - $1.42M
|
91.6K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
197+ 1.65% |
$21.8K - $26.3K
|
12.1K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.47K- 21.59% |
$384K - $463K
|
12.6K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.74K- 22.24% |
$637K - $766K
|
20.1K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.19K- 2.09% |
$132K - $158K
|
55.5K
$7.15M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-216- 6.12% |
$24K - $28.8K
|
3.32K
$427K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-654- 1.41% |
$72.5K - $87.3K
|
45.7K
$5.88M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-2- 0.35% |
$222 - $267
|
573
$73.8K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
41+ 0.17% |
$4.55K - $5.47K
|
23.5K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
164New |
$18.2K - $21.9K
|
164
$21.1K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-250- 2.84% |
$27.7K - $33.4K
|
8.54K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
284+ 1.48% |
$31.5K - $37.9K
|
19.5K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.85K- 33.63% |
$316K - $380K
|
5.63K
$724K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.1K+ 37.51% |
$455K - $547K
|
15K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
219+ 15.48% |
$24.3K - $29.2K
|
1.63K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
374+ 512.33% |
$41.5K - $49.9K
|
447
$57.5K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.38K- 59.15% |
$375K - $452K
|
2.34K
$301K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.82K+ 18.63% |
$202K - $242K
|
11.6K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.15K+ 37.16% |
$571K - $688K
|
19K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.82K+ 6.99% |
$646K - $777K
|
89.2K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
168+ 0.57% |
$18.6K - $22.4K
|
29.4K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
33.5K+ 76.41% |
$3.71M - $4.47M
|
77.3K
$9.95M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-370- 4.43% |
$41K - $49.4K
|
7.99K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.9K+ 11.59% |
$1.32M - $1.59M
|
114K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-112- 4.27% |
$12.4K - $14.9K
|
2.51K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-235- 19.93% |
$26.1K - $31.4K
|
944
$122K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.29KNew |
$254K - $305K
|
2.29K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.6K- 22.08% |
$1.62M - $1.95M
|
51.6K
$6.64M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.54K+ 34.66% |
$504K - $606K
|
17.6K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
8+ 0.21% |
$887 - $1.07K
|
3.88K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.88K- 19.96% |
$652K - $785K
|
23.6K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.07% |
$444 - $534
|
5.49K
$706K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
315New |
$34.9K - $42K
|
315
$40.6K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.25K+ 8.58% |
$693K - $834K
|
79K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.22K- 17.6% |
$690K - $830K
|
29.1K
$3.75M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26+ 96.3% |
$2.88K - $3.47K
|
53
$6.82K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
414+ 71.88% |
$45.9K - $55.3K
|
990
$127K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-50.2K- 74.11% |
$5.56M - $6.69M
|
17.5K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.8K+ 3.13% |
$200K - $240K
|
59.3K
$7.63M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
48New |
$5.32K - $6.41K
|
48
$6.18K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
158New |
$17.5K - $21.1K
|
158
$20.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-339- 6.22% |
$37.6K - $45.2K
|
5.11K
$658K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.05% |
$111 - $133
|
1.86K
$239K
|