Institutional shares held 4.1 Million
12.4K calls
4K puts
Total value of holdings $452M
$1.37M calls
$441K puts
# of Institutions 256


Latest Institutional Activity in IWC

Top Purchases

Q1 2025
Institute For Wealth Management, Llc. Shares Held: 20.2K ($2.23M)
Q1 2025
Focus Financial Network, Inc. Shares Held: 3.95K ($436K)
Q1 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 101K ($11.2M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 20.4K ($2.25M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.39K ($705K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 62.1K ($6.85M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 1.96K ($217K)
Q1 2025
Kelly Financial Group LLC Shares Held: 9.65K ($1.06M)
Q1 2025
Milestone Asset Management, LLC Shares Held: 3.14K ($347K)
Q1 2025
Archer Investment Management, LLC Shares Held: 11.1K ($1.22M)

About IWC

Track Institutional and Insider Activities on IWC

Follow RUSSELL MICRO CAP ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IWC shares.

Notify only if
Any

Insider Trading

Get notified when an Russell Micro Cap ETF insider buys or sells IWC shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to RUSSELL MICRO CAP ETF

Track Activities on IWC