Latest Institutional Purchases of Russell Micro Cap ETF (IWC)
This list provides information on the latest institutional transactions involving Russell Micro Cap ETF (IWC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
132+ 1.75% |
$14.6K - $17.6K
|
7.68K
$988K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
93+ 24.6% |
$10.3K - $12.4K
|
471
$60.6K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
92+ 3.62% |
$10.2K - $12.3K
|
2.63K
$339K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
48New |
$5.32K - $6.41K
|
48
$6.18K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
41+ 0.17% |
$4.55K - $5.47K
|
23.5K
$3.02M
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
41New |
$4.55K - $5.47K
|
41
$5.28K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
26+ 96.3% |
$2.88K - $3.47K
|
53
$6.82K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
23+ 0.23% |
$2.55K - $3.07K
|
9.91K
$1.28M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
22New |
$2.44K - $2.94K
|
22
$2.83K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.33K - $2.8K
|
21
$2.7K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
21+ 0.05% |
$2.33K - $2.8K
|
41.2K
$5.3M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17New |
$1.89K - $2.27K
|
17
$2.19K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$1.89K - $2.27K
|
17
$2.19K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14+ 0.22% |
$1.55K - $1.87K
|
6.48K
$834K
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
12+ 3.39% |
$1.33K - $1.6K
|
366
$47.1K
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
9+ 0.24% |
$998 - $1.2K
|
3.83K
$493K
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.07% |
$998 - $1.2K
|
13.5K
$1.74M
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
8+ 0.21% |
$887 - $1.07K
|
3.88K
$499K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7New |
$776 - $934
|
7
$901
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.07% |
$444 - $534
|
5.49K
$706K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 0.31% |
$222 - $267
|
656
$84.5K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$111 - $133
|
5.1K
$656K
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.05% |
$111 - $133
|
1.86K
$239K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
88.9KNew |
$10.7M - $12.3M
|
88.9K
$11.4M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.8K+ 400.0% |
$2.02M - $2.33M
|
21K
$2.7M
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10.1KNew |
$1.21M - $1.4M
|
10.1K
$1.3M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.79K+ 268.79% |
$1.18M - $1.36M
|
13.4K
$1.73M
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
7.65KNew |
$920K - $1.06M
|
7.65K
$984K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.74K+ 46.3% |
$690K - $796K
|
18.1K
$2.33M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.48KNew |
$659K - $760K
|
5.48K
$705K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.13KNew |
$617K - $712K
|
5.13K
$660K
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.32KNew |
$400K - $462K
|
3.32K
$428K
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.07KNew |
$249K - $287K
|
2.07K
$266K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2KNew |
$241K - $278K
|
2K
$257K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.83KNew |
$220K - $254K
|
1.83K
$236K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.8K+ 59.52% |
$217K - $250K
|
4.83K
$622K
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.75KNew |
$211K - $243K
|
1.75K
$225K
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.7KNew |
$205K - $236K
|
1.7K
$219K
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.66KNew |
$199K - $230K
|
1.66K
$213K
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.65KNew |
$198K - $229K
|
1.65K
$212K
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.6KNew |
$192K - $222K
|
1.6K
$206K
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.59KNew |
$191K - $220K
|
1.59K
$204K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.54KNew |
$186K - $214K
|
1.54K
$199K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.38K+ 3.48% |
$166K - $191K
|
41K
$5.28M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.08KNew |
$129K - $149K
|
1.08K
$138K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
890New |
$107K - $124K
|
890
$115K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
619+ 2.71% |
$74.5K - $85.9K
|
23.4K
$3.02M
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
400+ 5.0% |
$48.1K - $55.5K
|
8.4K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
318+ 77.18% |
$38.3K - $44.2K
|
730
$94K
|