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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$1.69K - $1.96K
|
17
$2.22K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.53KNew |
$252K - $285K
|
2.53K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.14KNew |
$213K - $240K
|
2.14K
$278K
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.01KNew |
$200K - $227K
|
2.01K
$262K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
378+ 9.73% |
$37.7K - $42.6K
|
4.26K
$556K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
344+ 14.87% |
$34.3K - $38.7K
|
2.66K
$346K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
138+ 6.9% |
$13.7K - $15.5K
|
2.14K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
102New |
$10.2K - $11.5K
|
102
$13.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$1.39K - $1.58K
|
14
$1.83K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.54% |
$99.6 - $113
|
186
$24.3K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.9KNew |
$1.3M - $1.58M
|
12.9K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.94KNew |
$799K - $968K
|
7.94K
$1.04M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
648+ 16.17% |
$65.2K - $79K
|
4.66K
$607K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
158New |
$15.9K - $19.3K
|
158
$20.6K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 18.18% |
$15.1K - $18.3K
|
975
$127K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3New |
$302 - $366
|
3
$391
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.4KNew |
$248K - $275K
|
2.4K
$313K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
605New |
$62.5K - $69.1K
|
605
$78.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
424New |
$43.8K - $48.5K
|
424
$55.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
330New |
$34.1K - $37.7K
|
330
$43K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
153+ 100.0% |
$15.8K - $17.5K
|
306
$39.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 3.85% |
$10.3K - $11.4K
|
2.7K
$352K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 100.0% |
$10.3K - $11.4K
|
200
$26.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
70New |
$7.23K - $8K
|
70
$9.13K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11New |
$1.14K - $1.26K
|
11
$1.43K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7New |
$723 - $800
|
7
$913
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$103 - $114
|
203
$26.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
45K+ 141.9% |
$4.57M - $5.69M
|
76.7K
$10M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7.88KNew |
$801K - $997K
|
7.88K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.35KNew |
$543K - $676K
|
5.35K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
300New |
$30.5K - $38K
|
300
$39.1K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
243New |
$24.7K - $30.7K
|
243
$31.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
209New |
$21.2K - $26.4K
|
209
$27.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$20.3K - $25.3K
|
200
$26.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
88New |
$8.94K - $11.1K
|
88
$11.5K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
17.9KNew |
$1.85M - $2.35M
|
17.9K
$2.34M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
13.4KNew |
$1.38M - $1.76M
|
13.4K
$1.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
2.56KNew |
$264K - $335K
|
2.56K
$334K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.08KNew |
$215K - $273K
|
2.08K
$272K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
175New |
$18K - $22.9K
|
175
$22.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
168New |
$17.3K - $22K
|
168
$21.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
133+ 4.18% |
$13.7K - $17.4K
|
3.31K
$432K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
120New |
$12.4K - $15.7K
|
120
$15.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
33New |
$3.4K - $4.32K
|
33
$4.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$206 - $262
|
2
$261
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.5KNew |
$2.93M - $3.48M
|
24.5K
$3.19M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.89K+ 70.47% |
$706K - $838K
|
14.2K
$1.86M
|
|
|
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
$51.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18New |
$2.16K - $2.56K
|
18
$2.35K
|
|