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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
963+ 40.51% |
$105K - $117K
|
3.34K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.91K+ 13.61% |
$318K - $353K
|
24.3K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
15.3KNew |
$1.67M - $1.85M
|
15.3K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 104800.0% |
$114K - $127K
|
1.05K
$137K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-347- 14.42% |
$37.9K - $42.1K
|
2.06K
$269K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-17- 0.18% |
$1.86K - $2.06K
|
9.65K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-186- 86.92% |
$20.3K - $22.5K
|
28
$3.65K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
676New |
$73.8K - $81.9K
|
676
$88.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-3.9K- 62.9% |
$426K - $473K
|
2.3K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-74- 3.57% |
$8.08K - $8.97K
|
2K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.99KNew |
$217K - $241K
|
1.99K
$260K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-197- 92.06% |
$21.5K - $23.9K
|
17
$2.22K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
900+ 28.48% |
$98.3K - $109K
|
4.06K
$530K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85New |
$9.28K - $10.3K
|
85
$11.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
639New |
$69.8K - $77.4K
|
639
$83.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-700- 25.45% |
$76.5K - $84.8K
|
2.05K
$268K
|
|
| Q4 2023 | |||||||
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-20- 0.81% |
$1.82K - $2.37K
|
2.44K
$318K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$1.72K - $2.25K
|
19
$2.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$161K - $211K
|
1.78K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
343New |
$31.1K - $40.7K
|
343
$44.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71+ 3.02% |
$6.45K - $8.42K
|
2.42K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
114New |
$10.3K - $13.5K
|
114
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-6.55K- 76.52% |
$595K - $777K
|
2.01K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$159K - $208K
|
1.75K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75- 15.59% |
$6.81K - $8.9K
|
406
$53K
|
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
14KNew |
$1.27M - $1.66M
|
14K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.65K+ 471.41% |
$876K - $1.14M
|
11.7K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17New |
$1.54K - $2.02K
|
17
$2.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
45.6KNew |
$4.14M - $5.41M
|
45.6K
$5.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$9.08K - $11.9K
|
100
$13.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
715New |
$64.9K - $84.8K
|
715
$93.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.2K- 7.39% |
$291K - $380K
|
40.1K
$5.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 2.2% |
$1.54K - $2.02K
|
754
$98.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.14K+ 2270.0% |
$103K - $135K
|
1.19K
$155K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.18KNew |
$198K - $259K
|
2.18K
$285K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4+ 0.17% |
$363 - $475
|
2.38K
$311K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
35.4KNew |
$3.51M - $4.08M
|
35.4K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-48.7KClosed |
$4.83M - $5.62M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
550New |
$54.5K - $63.4K
|
550
$71.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-10- 0.41% |
$992 - $1.15K
|
2.41K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
52.1KNew |
$5.16M - $6M
|
52.1K
$6.79M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.47K- 55.9% |
$344K - $400K
|
2.74K
$357K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$19.8K - $23.1K
|
200
$26.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$1.69K - $1.96K
|
17
$2.22K
|
|
|
Oct 18, 2023
Q3 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
27.7K+ 25.01% |
$2.75M - $3.19M
|
138K
$18.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
89New |
$8.82K - $10.3K
|
89
$11.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
160+ 86.49% |
$15.9K - $18.4K
|
345
$45K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14.7KNew |
$1.46M - $1.7M
|
14.7K
$1.92M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-360- 11.08% |
$35.7K - $41.5K
|
2.89K
$377K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.14KNew |
$213K - $240K
|
2.14K
$279K
|
|