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 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.85K- 33.63% |
$316K - $380K
|
5.63K
$820K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
164New |
$18.2K - $21.9K
|
164
$23.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-654- 1.41% |
$72.5K - $87.3K
|
45.7K
$6.66M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
374+ 512.33% |
$41.5K - $49.9K
|
447
$65.2K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.38K- 59.15% |
$375K - $452K
|
2.34K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
33.5K+ 76.41% |
$3.71M - $4.47M
|
77.3K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-370- 4.43% |
$41K - $49.4K
|
7.99K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.29KNew |
$254K - $305K
|
2.29K
$333K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-235- 19.93% |
$26.1K - $31.4K
|
944
$138K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
315New |
$34.9K - $42K
|
315
$45.9K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.8K+ 3.13% |
$200K - $240K
|
59.3K
$8.64M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
48New |
$5.32K - $6.41K
|
48
$7K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
158New |
$17.5K - $21.1K
|
158
$23K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-127- 32.4% |
$14.1K - $16.9K
|
265
$38.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
313+ 18.34% |
$34.7K - $41.8K
|
2.02K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7- 2.82% |
$776 - $934
|
241
$35.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.33K - $2.8K
|
21
$3.06K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.99K- 67.02% |
$442K - $532K
|
1.96K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.1K+ 149.09% |
$1.34M - $1.61M
|
20.2K
$2.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.69K- 14.88% |
$187K - $225K
|
9.65K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-20- 0.7% |
$2.22K - $2.67K
|
2.84K
$414K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.95KNew |
$438K - $527K
|
3.95K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 35.29% |
$665 - $801
|
11
$1.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-193- 4.48% |
$21.4K - $25.8K
|
4.12K
$600K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.66K- 34.5% |
$184K - $221K
|
3.14K
$458K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
209New |
$23.2K - $27.9K
|
209
$30.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$1.89K - $2.27K
|
17
$2.48K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.49K- 27.07% |
$165K - $198K
|
4K
$583K
|
|
| Q4 2024 | |||||||
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.83KNew |
$220K - $254K
|
1.83K
$267K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.66KNew |
$199K - $230K
|
1.66K
$241K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6New |
$722 - $833
|
6
$875
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.17K- 32.87% |
$982K - $1.13M
|
16.7K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.32KNew |
$400K - $462K
|
3.32K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
318+ 77.18% |
$38.3K - $44.2K
|
730
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
400+ 5.0% |
$48.1K - $55.5K
|
8.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
228+ 55.34% |
$27.4K - $31.7K
|
640
$93.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-300- 9.76% |
$36.1K - $41.7K
|
2.77K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.7KNew |
$205K - $236K
|
1.7K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
619+ 2.71% |
$74.5K - $85.9K
|
23.4K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
65New |
$7.82K - $9.02K
|
65
$9.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.65KNew |
$198K - $229K
|
1.65K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.74K- 52.91% |
$209K - $241K
|
1.55K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-80- 3.32% |
$9.62K - $11.1K
|
2.33K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
108+ 8.94% |
$13K - $15K
|
1.32K
$192K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.73K- 24.7% |
$569K - $656K
|
14.4K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
16+ 0.29% |
$1.92K - $2.22K
|
5.49K
$801K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
85New |
$10.2K - $11.8K
|
85
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
36+ 1.97% |
$4.33K - $5K
|
1.87K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.48KNew |
$659K - $760K
|
5.48K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.75KNew |
$211K - $243K
|
1.75K
$255K
|
|