Purchases and Sales Made in Q4 2024 in Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC) during Q4 2024. The information is specifically focused on institutions that hold shares of RUSSELL MICRO CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40- 0.84% |
$4.81K - $5.55K
|
4.72K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-45- 0.89% |
$5.41K - $6.25K
|
4.99K
$656K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-48- 1.37% |
$5.77K - $6.66K
|
3.44K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-60- 15.38% |
$7.22K - $8.33K
|
330
$43.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-79- 2.54% |
$9.5K - $11K
|
3.04K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-89- 3.02% |
$10.7K - $12.4K
|
2.86K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-91- 0.22% |
$10.9K - $12.6K
|
41.2K
$5.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 2.56% |
$12K - $13.9K
|
3.81K
$501K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-184- 24.21% |
$22.1K - $25.5K
|
576
$75.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-253- 1.13% |
$30.4K - $35.1K
|
22.1K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-254- 0.84% |
$30.6K - $35.3K
|
30K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-277- 7.32% |
$33.3K - $38.5K
|
3.51K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-346- 5.14% |
$41.6K - $48K
|
6.39K
$839K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-355- 3.41% |
$42.7K - $49.3K
|
10K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-461- 30.73% |
$55.5K - $64K
|
1.04K
$137K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-738- 2.46% |
$88.8K - $102K
|
29.3K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-745- 11.52% |
$89.6K - $103K
|
5.72K
$752K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-884- 1.37% |
$106K - $123K
|
63.8K
$8.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-977- 47.04% |
$118K - $136K
|
1.1K
$145K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.05K- 1.69% |
$126K - $146K
|
61.2K
$8.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.07K- 9.48% |
$128K - $148K
|
10.2K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.67K- 8.13% |
$201K - $232K
|
18.9K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.02K- 11.97% |
$243K - $280K
|
14.8K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-2.33K- 8.9% |
$280K - $323K
|
23.8K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.55K- 16.05% |
$307K - $354K
|
13.3K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.02K- 13.34% |
$363K - $419K
|
19.6K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.28K- 3.25% |
$394K - $455K
|
97.5K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.62K- 13.56% |
$556K - $642K
|
29.5K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.07K- 27.43% |
$730K - $843K
|
16.1K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.67K- 3.79% |
$803K - $927K
|
169K
$22.2M
|