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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.18KNew |
$198K - $259K
|
2.18K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4+ 0.17% |
$363 - $475
|
2.38K
$348K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
35.4KNew |
$3.51M - $4.08M
|
35.4K
$5.16M
|
|
|
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
$80.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
52.1KNew |
$5.16M - $6M
|
52.1K
$7.59M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.47K- 55.9% |
$344K - $400K
|
2.74K
$399K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$19.8K - $23.1K
|
200
$29.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
27.7K+ 25.01% |
$2.75M - $3.19M
|
138K
$20.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
160+ 86.49% |
$15.9K - $18.4K
|
345
$50.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
89New |
$8.82K - $10.3K
|
89
$13K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-360- 11.08% |
$35.7K - $41.5K
|
2.89K
$421K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.14KNew |
$213K - $240K
|
2.14K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.54% |
$99.6 - $113
|
186
$27.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
344+ 14.87% |
$34.3K - $38.7K
|
2.66K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
102New |
$10.2K - $11.5K
|
102
$14.9K
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.01KNew |
$200K - $227K
|
2.01K
$293K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
378+ 9.73% |
$37.7K - $42.6K
|
4.26K
$621K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-145- 5.94% |
$14.4K - $16.3K
|
2.3K
$335K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-1- 0.05% |
$99.6 - $113
|
1.95K
$284K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1K- 96.62% |
$99.6K - $113K
|
35
$5.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$1.39K - $1.58K
|
14
$2.04K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 18.18% |
$15.1K - $18.3K
|
975
$142K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10.7K- 35.19% |
$1.08M - $1.3M
|
19.7K
$2.87M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
648+ 16.17% |
$65.2K - $79K
|
4.66K
$679K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3New |
$302 - $366
|
3
$437
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.94KNew |
$799K - $968K
|
7.94K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 40.0% |
$201 - $244
|
3
$437
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-12- 0.44% |
$1.21K - $1.46K
|
2.7K
$394K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.9KNew |
$1.3M - $1.58M
|
12.9K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-11- 0.07% |
$1.11K - $1.34K
|
15.5K
$2.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-25- 1.27% |
$2.51K - $3.05K
|
1.95K
$284K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
424New |
$43.8K - $48.5K
|
424
$61.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
330New |
$34.1K - $37.7K
|
330
$48.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-107- 51.69% |
$11.1K - $12.2K
|
100
$14.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
153+ 100.0% |
$15.8K - $17.5K
|
306
$44.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 3.85% |
$10.3K - $11.4K
|
2.7K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.4KNew |
$248K - $275K
|
2.4K
$350K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 66.67% |
$10.3K - $11.4K
|
50
$7.29K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 100.0% |
$10.3K - $11.4K
|
200
$29.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-174- 16.45% |
$18K - $19.9K
|
884
$129K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11New |
$1.14K - $1.26K
|
11
$1.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
605New |
$62.5K - $69.1K
|
605
$88.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.93K- 50.4% |
$406K - $449K
|
3.87K
$564K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7New |
$723 - $800
|
7
$1.02K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$103 - $114
|
203
$29.6K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
243New |
$24.7K - $30.7K
|
243
$35.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$20.3K - $25.3K
|
200
$29.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
209New |
$21.2K - $26.4K
|
209
$30.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-71K- 76.34% |
$7.22M - $8.99M
|
22K
$3.21M
|
|