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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
SELL
|
- |
-1.76KClosed |
$211K - $250K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-176- 10.26% |
$23.6K - $27.6K
|
1.54K
$180K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4New |
$536 - $627
|
4
$469
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
36New |
$4.83K - $5.64K
|
36
$4.22K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
100+ 4.76% |
$13.4K - $15.7K
|
2.2K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-56- 36.13% |
$7.51K - $8.78K
|
99
$11.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50Closed |
$6.7K - $7.84K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.69KClosed |
$226K - $264K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100Closed |
$13.4K - $15.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.26KClosed |
$437K - $512K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.92KNew |
$526K - $614K
|
3.92K
$460K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.45KClosed |
$328K - $383K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.42KClosed |
$190K - $223K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-200Closed |
$26.8K - $31.3K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-96Closed |
$12.9K - $15K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.03KClosed |
$138K - $161K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-22- 6.36% |
$2.95K - $3.45K
|
324
$38K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.5KClosed |
$871K - $1.02M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.73KClosed |
$231K - $270K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-459Closed |
$61.5K - $71.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-15.8KClosed |
$2.17M - $2.44M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-1.83KClosed |
$250K - $282K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-1.31KClosed |
$180K - $202K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-1.8KClosed |
$246K - $277K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-25Closed |
$3.42K - $3.85K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.28KClosed |
$996K - $1.12M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15KNew |
$2.05M - $2.31M
|
15K
$1.76M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2.53KClosed |
$346K - $390K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
98New |
$13.4K - $15.1K
|
98
$11.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-2.73KClosed |
$374K - $421K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-305Closed |
$41.7K - $47K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-25Closed |
$3.42K - $3.85K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.93KNew |
$263K - $296K
|
1.93K
$226K
|
|
| Q2 2021 | |||||||
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.13KNew |
$291K - $335K
|
2.13K
$249K
|
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-14KClosed |
$1.91M - $2.19M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.67KClosed |
$229K - $263K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.09KClosed |
$697K - $800K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.54KClosed |
$211K - $242K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-703Closed |
$96.3K - $111K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-106KClosed |
$14.5M - $16.7M
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-207Closed |
$28.3K - $32.6K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-34Closed |
$4.66K - $5.35K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.28KClosed |
$386K - $519K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.12KClosed |
$132K - $177K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.37KClosed |
$279K - $375K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
146New |
$17.2K - $23.1K
|
146
$17.1K
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.15KClosed |
$254K - $341K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-530- 20.78% |
$62.5K - $84K
|
2.02K
$237K
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.03KClosed |
$121K - $162K
|
0
$0
|
|