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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-90- 64.29% |
$9.84K - $10.8K
|
50
$7.29K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
29New |
$3.17K - $3.47K
|
29
$4.23K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-86- 2.84% |
$9.4K - $10.3K
|
2.95K
$430K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$109 - $120
|
1
$146
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-195- 29.1% |
$21.3K - $23.4K
|
475
$69.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $120
|
2.48K
$362K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
26New |
$2.84K - $3.12K
|
26
$3.79K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
194New |
$21.2K - $23.2K
|
194
$28.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-680- 24.55% |
$74.4K - $81.5K
|
2.09K
$305K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.05KNew |
$224K - $246K
|
2.05K
$299K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 6.25% |
$14.2K - $15.6K
|
1.95K
$284K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7New |
$765 - $839
|
7
$1.02K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.6K- 78.13% |
$1.38M - $1.51M
|
3.54K
$516K
|
|
| Q1 2024 | |||||||
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-125- 6.08% |
$13.7K - $15.1K
|
1.93K
$282K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
308New |
$33.6K - $37.3K
|
308
$44.9K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
400New |
$43.7K - $48.5K
|
400
$58.3K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.9KNew |
$207K - $230K
|
1.9K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
85New |
$9.28K - $10.3K
|
85
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.72KNew |
$188K - $208K
|
1.72K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.35KNew |
$256K - $285K
|
2.35K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
963+ 40.51% |
$105K - $117K
|
3.34K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.91K+ 13.61% |
$318K - $353K
|
24.3K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 104800.0% |
$114K - $127K
|
1.05K
$153K
|
|
|
May 13, 2024
Q1 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
15.3KNew |
$1.67M - $1.85M
|
15.3K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-347- 14.42% |
$37.9K - $42.1K
|
2.06K
$300K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-17- 0.18% |
$1.86K - $2.06K
|
9.65K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-186- 86.92% |
$20.3K - $22.5K
|
28
$4.08K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
676New |
$73.8K - $81.9K
|
676
$98.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-3.9K- 62.9% |
$426K - $473K
|
2.3K
$335K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-74- 3.57% |
$8.08K - $8.97K
|
2K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.99KNew |
$217K - $241K
|
1.99K
$290K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-197- 92.06% |
$21.5K - $23.9K
|
17
$2.48K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
900+ 28.48% |
$98.3K - $109K
|
4.06K
$592K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85New |
$9.28K - $10.3K
|
85
$12.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
639New |
$69.8K - $77.4K
|
639
$93.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-700- 25.45% |
$76.5K - $84.8K
|
2.05K
$299K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$1.72K - $2.25K
|
19
$2.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$161K - $211K
|
1.78K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
343New |
$31.1K - $40.7K
|
343
$50K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
114New |
$10.3K - $13.5K
|
114
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-6.55K- 76.52% |
$595K - $777K
|
2.01K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75- 15.59% |
$6.81K - $8.9K
|
406
$59.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$159K - $208K
|
1.75K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.65K+ 471.41% |
$876K - $1.14M
|
11.7K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17New |
$1.54K - $2.02K
|
17
$2.48K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
45.6KNew |
$4.14M - $5.41M
|
45.6K
$6.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
715New |
$64.9K - $84.8K
|
715
$104K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.2K- 7.39% |
$291K - $380K
|
40.1K
$5.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.14K+ 2270.0% |
$103K - $135K
|
1.19K
$173K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 2.2% |
$1.54K - $2.02K
|
754
$110K
|
|