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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
343New |
$31.1K - $40.7K
|
343
$38.8K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-40- 1.0% |
$3.63K - $4.75K
|
3.95K
$446K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71+ 3.02% |
$6.45K - $8.42K
|
2.42K
$273K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-333- 12.71% |
$30.2K - $39.5K
|
2.29K
$258K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-2.82K- 46.9% |
$256K - $334K
|
3.19K
$360K
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8KNew |
$726K - $949K
|
8K
$904K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75- 15.59% |
$6.81K - $8.9K
|
406
$45.9K
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.9KNew |
$172K - $225K
|
1.9K
$215K
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$159K - $208K
|
1.75K
$198K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.65K+ 471.41% |
$876K - $1.14M
|
11.7K
$1.32M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-90- 18.95% |
$8.17K - $10.7K
|
385
$43.5K
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
14KNew |
$1.27M - $1.66M
|
14K
$1.58M
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17New |
$1.54K - $2.02K
|
17
$1.92K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-173- 10.15% |
$15.7K - $20.5K
|
1.53K
$173K
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 2.43% |
$9.08K - $11.9K
|
4.01K
$453K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
45.6KNew |
$4.14M - $5.41M
|
45.6K
$5.16M
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.8% |
$635 - $830
|
885
$100K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$9.08K - $11.9K
|
100
$11.3K
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
715New |
$64.9K - $84.8K
|
715
$80.8K
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-247- 8.19% |
$22.4K - $29.3K
|
2.77K
$313K
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.2K- 7.39% |
$291K - $380K
|
40.1K
$4.53M
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.14K+ 2270.0% |
$103K - $135K
|
1.19K
$134K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 2.2% |
$1.54K - $2.02K
|
754
$85.2K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-162- 11.76% |
$14.7K - $19.2K
|
1.22K
$137K
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.18KNew |
$198K - $259K
|
2.18K
$247K
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
18.8KNew |
$1.71M - $2.24M
|
18.8K
$2.13M
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-22- 0.68% |
$2K - $2.61K
|
3.2K
$361K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-311- 13.01% |
$28.2K - $36.9K
|
2.08K
$235K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4+ 0.17% |
$363 - $475
|
2.38K
$269K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
90+ 180.0% |
$8.17K - $10.7K
|
140
$15.8K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-295- 26.92% |
$26.8K - $35K
|
801
$90.5K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10- 0.19% |
$908 - $1.19K
|
5.31K
$600K
|
|
Q3 2023 | |||||||
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-137- 0.76% |
$13.6K - $15.8K
|
17.8K
$2.01M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
160+ 86.49% |
$15.9K - $18.4K
|
345
$39K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
984New |
$97.6K - $113K
|
984
$111K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-600- 12.89% |
$59.5K - $69.2K
|
4.06K
$458K
|
|
Nov 14, 2023
Q3 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
35.4KNew |
$3.51M - $4.08M
|
35.4K
$4M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.54K+ 55.52% |
$153K - $177K
|
4.31K
$487K
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-391- 11.42% |
$38.8K - $45.1K
|
3.03K
$343K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-10- 0.41% |
$992 - $1.15K
|
2.41K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-342- 3.57% |
$33.9K - $39.4K
|
9.25K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
550New |
$54.5K - $63.4K
|
550
$62.1K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3New |
$297 - $346
|
3
$339
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-48.7KClosed |
$4.83M - $5.62M
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
225+ 50.56% |
$22.3K - $25.9K
|
670
$75.7K
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
52.1KNew |
$5.16M - $6M
|
52.1K
$5.88M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$19.8K - $23.1K
|
200
$22.6K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.47K- 55.9% |
$344K - $400K
|
2.74K
$309K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$1.69K - $1.96K
|
17
$1.92K
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.11KNew |
$209K - $243K
|
2.11K
$238K
|