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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-30- 1.52% |
$3.33K - $4K
|
1.95K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.6K- 19.04% |
$1.62M - $1.95M
|
62.1K
$8M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-127- 32.4% |
$14.1K - $16.9K
|
265
$34.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
313+ 18.34% |
$34.7K - $41.8K
|
2.02K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-412- 4.45% |
$45.7K - $55K
|
8.86K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-450- 2.04% |
$49.9K - $60.1K
|
21.7K
$2.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
41New |
$4.55K - $5.47K
|
41
$5.28K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
162+ 3.07% |
$18K - $21.6K
|
5.44K
$700K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-81- 0.71% |
$8.98K - $10.8K
|
11.3K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7- 2.82% |
$776 - $934
|
241
$31K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.03% |
$111 - $133
|
3.44K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.33K - $2.8K
|
21
$2.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-430- 4.28% |
$47.7K - $57.4K
|
9.62K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.58K+ 14.47% |
$286K - $344K
|
20.4K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-153- 2.4% |
$17K - $20.4K
|
6.24K
$803K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.99K- 67.02% |
$442K - $532K
|
1.96K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-421- 1.4% |
$46.7K - $56.2K
|
29.6K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.1K+ 149.09% |
$1.34M - $1.61M
|
20.2K
$2.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.07% |
$998 - $1.2K
|
13.5K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
713+ 8.45% |
$79.1K - $95.2K
|
9.15K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-301- 8.84% |
$33.4K - $40.2K
|
3.11K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.7K+ 3.8% |
$411K - $494K
|
101K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-91- 1.26% |
$10.1K - $12.1K
|
7.12K
$917K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-564- 0.88% |
$62.6K - $75.3K
|
63.2K
$8.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.95K+ 43.83% |
$216K - $260K
|
6.39K
$822K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.69K- 14.88% |
$187K - $225K
|
9.65K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.42K- 7.51% |
$157K - $189K
|
17.5K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-763- 1.25% |
$84.6K - $102K
|
60.4K
$7.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-20- 0.7% |
$2.22K - $2.67K
|
2.84K
$365K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.95KNew |
$438K - $527K
|
3.95K
$508K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7New |
$776 - $934
|
7
$901
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 35.29% |
$665 - $801
|
11
$1.42K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-840- 3.53% |
$93.2K - $112K
|
23K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-52- 1.02% |
$5.77K - $6.94K
|
5.05K
$650K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-193- 4.48% |
$21.4K - $25.8K
|
4.12K
$530K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-67- 0.66% |
$7.43K - $8.94K
|
10.1K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
209New |
$23.2K - $27.9K
|
209
$26.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$1.89K - $2.27K
|
17
$2.19K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.57K- 12.42% |
$174K - $210K
|
11.1K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.66K- 34.5% |
$184K - $221K
|
3.14K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-257- 5.39% |
$28.5K - $34.3K
|
4.51K
$580K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
21+ 0.05% |
$2.33K - $2.8K
|
41.2K
$5.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.49K- 27.07% |
$165K - $198K
|
4K
$515K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.74K+ 46.3% |
$690K - $796K
|
18.1K
$2.33M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10.1KNew |
$1.21M - $1.4M
|
10.1K
$1.3M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.83KNew |
$220K - $254K
|
1.83K
$236K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.66KNew |
$199K - $230K
|
1.66K
$213K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6New |
$722 - $833
|
6
$772
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.8K+ 400.0% |
$2.02M - $2.33M
|
21K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
228+ 55.34% |
$27.4K - $31.7K
|
640
$82.4K
|
|