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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-286- 1.46% |
$27.9K - $36.5K
|
19.3K
$2.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.74K+ 14.99% |
$169K - $221K
|
13.3K
$1.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-487- 7.81% |
$47.4K - $62.2K
|
5.75K
$838K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3- 0.99% |
$292 - $383
|
300
$43.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.53K- 11.93% |
$344K - $451K
|
26.1K
$3.8M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
17.4KNew |
$1.7M - $2.23M
|
17.4K
$2.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 6.36% |
$6.14K - $8.04K
|
927
$135K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-900- 6.11% |
$87.7K - $115K
|
13.8K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.82KNew |
$177K - $232K
|
1.82K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-784- 14.41% |
$76.4K - $100K
|
4.66K
$679K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.42K+ 19.57% |
$333K - $436K
|
20.9K
$3.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.1K+ 28.05% |
$3.13M - $4.1M
|
146K
$21.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
133New |
$13K - $17K
|
133
$19.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.32K- 5.45% |
$518K - $679K
|
92.1K
$13.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.05KNew |
$492K - $644K
|
5.05K
$736K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.2% |
$1.07K - $1.4K
|
5.5K
$801K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7.03K- 98.79% |
$685K - $898K
|
86
$12.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.8K- 2.98% |
$175K - $230K
|
58.6K
$8.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-354- 3.68% |
$34.5K - $45.2K
|
9.26K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-4.02K- 18.56% |
$392K - $513K
|
17.6K
$2.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.07% |
$877 - $1.15K
|
13.5K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-740- 7.32% |
$72.1K - $94.5K
|
9.37K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-90- 2.0% |
$8.77K - $11.5K
|
4.42K
$644K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 328.57% |
$2.24K - $2.94K
|
30
$4.37K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
14.6KNew |
$1.43M - $1.87M
|
14.6K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
50.6KNew |
$4.93M - $6.46M
|
50.6K
$7.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-716- 23.06% |
$69.8K - $91.4K
|
2.39K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
114+ 1.29% |
$11.1K - $14.6K
|
8.97K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3- 0.05% |
$292 - $383
|
6.38K
$930K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1K+ 9.04% |
$97.6K - $128K
|
12.1K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.52K- 6.63% |
$148K - $195K
|
21.5K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-12.8K- 21.28% |
$1.25M - $1.64M
|
47.5K
$6.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.04K- 3.03% |
$101K - $133K
|
33.3K
$4.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.46K+ 53.17% |
$142K - $186K
|
4.21K
$613K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.74KNew |
$169K - $221K
|
1.74K
$253K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3+ 0.14% |
$292 - $383
|
2.23K
$324K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
12+ 3.39% |
$1.33K - $1.6K
|
366
$53.4K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-351- 10.47% |
$38.9K - $46.8K
|
3K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2KNew |
$222K - $267K
|
2K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11- 0.45% |
$1.22K - $1.47K
|
2.43K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
93+ 24.6% |
$10.3K - $12.4K
|
471
$68.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.64K- 97.41% |
$626K - $753K
|
150
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
9+ 0.24% |
$998 - $1.2K
|
3.83K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.31K- 50.06% |
$145K - $175K
|
1.31K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-160- 27.92% |
$17.7K - $21.4K
|
413
$60.2K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22KNew |
$2.44M - $2.94M
|
22K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
701New |
$77.7K - $93.6K
|
701
$102K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17New |
$1.89K - $2.27K
|
17
$2.48K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.74K- 22.24% |
$637K - $766K
|
20.1K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
22New |
$2.44K - $2.94K
|
22
$3.21K
|
|