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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.08KNew |
$215K - $273K
|
2.08K
$272K
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-506Closed |
$52.2K - $66.3K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28- 1.43% |
$2.89K - $3.67K
|
1.93K
$252K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-22Closed |
$2.27K - $2.88K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100Closed |
$10.3K - $13.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.37KClosed |
$244K - $310K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.9KClosed |
$1.85M - $2.35M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8KClosed |
$825K - $1.05M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-251- 20.06% |
$25.9K - $32.9K
|
1K
$131K
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.7KClosed |
$176K - $223K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.61KClosed |
$166K - $211K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.24KClosed |
$231K - $294K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-8Closed |
$825 - $1.05K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-440Closed |
$45.4K - $57.6K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
17.9KNew |
$1.85M - $2.35M
|
17.9K
$2.34M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
SELL
|
- |
-2.71KClosed |
$279K - $355K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
2.56KNew |
$264K - $335K
|
2.56K
$334K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-915Closed |
$94.3K - $120K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.62KClosed |
$167K - $213K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-175Closed |
$18K - $22.9K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.2KClosed |
$124K - $157K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-875Closed |
$90.2K - $115K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
120New |
$12.4K - $15.7K
|
120
$15.7K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
133+ 4.18% |
$13.7K - $17.4K
|
3.31K
$433K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-275Closed |
$28.4K - $36K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7Closed |
$722 - $917
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-5.15KClosed |
$531K - $674K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
33New |
$3.4K - $4.32K
|
33
$4.31K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$206 - $262
|
2
$261
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
175New |
$18K - $22.9K
|
175
$22.8K
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.71KClosed |
$176K - $224K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-5Closed |
$516 - $655
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
168New |
$17.3K - $22K
|
168
$21.9K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-6Closed |
$619 - $786
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
13.4KNew |
$1.38M - $1.76M
|
13.4K
$1.75M
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.6KClosed |
$165K - $209K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-4.91K- 57.54% |
$506K - $643K
|
3.62K
$472K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.66KClosed |
$172K - $218K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.72KClosed |
$383K - $487K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.66KClosed |
$171K - $217K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.89K+ 70.47% |
$706K - $838K
|
14.2K
$1.86M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-62Closed |
$7.43K - $8.83K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-30Closed |
$3.59K - $4.27K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.5KNew |
$2.93M - $3.48M
|
24.5K
$3.19M
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.18KClosed |
$141K - $168K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$141K - $168K
|
1.18K
$154K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
392New |
$47K - $55.8K
|
392
$51.2K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-75- 9.26% |
$8.99K - $10.7K
|
735
$95.9K
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.78KClosed |
$213K - $254K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.58KClosed |
$189K - $224K
|
0
$0
|