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 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
890New |
$107K - $124K
|
890
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
872+ 1.21% |
$105K - $121K
|
72.8K
$9.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
716+ 15.69% |
$86.1K - $99.4K
|
5.28K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
619+ 2.71% |
$74.5K - $85.9K
|
23.4K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
576+ 8.68% |
$69.3K - $80K
|
7.21K
$909K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
555+ 7.11% |
$66.8K - $77.1K
|
8.36K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
524+ 2.29% |
$63K - $72.8K
|
23.4K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
400+ 5.0% |
$48.1K - $55.5K
|
8.4K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
392New |
$47.2K - $54.4K
|
392
$49.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
378New |
$45.5K - $52.5K
|
378
$47.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
361+ 0.79% |
$43.4K - $50.1K
|
46K
$5.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
360+ 7.02% |
$43.3K - $50K
|
5.49K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
318+ 77.18% |
$38.3K - $44.2K
|
730
$92K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
252+ 2.36% |
$30.3K - $35K
|
10.9K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
248New |
$29.8K - $34.4K
|
248
$31.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
248+ 0.24% |
$29.8K - $34.4K
|
102K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
228+ 55.34% |
$27.4K - $31.7K
|
640
$80.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
197+ 11.05% |
$23.7K - $27.4K
|
1.98K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
191New |
$23K - $26.5K
|
191
$24.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
160+ 38.74% |
$19.2K - $22.2K
|
573
$72.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
116+ 0.61% |
$14K - $16.1K
|
19.2K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
108+ 8.94% |
$13K - $15K
|
1.32K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
89+ 18.31% |
$10.7K - $12.4K
|
575
$72.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
85New |
$10.2K - $11.8K
|
85
$10.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
74+ 32.31% |
$8.9K - $10.3K
|
303
$38.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
65New |
$7.82K - $9.02K
|
65
$8.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 0.55% |
$7.46K - $8.61K
|
11.4K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
36+ 1.97% |
$4.33K - $5K
|
1.87K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
29+ 0.29% |
$3.49K - $4.03K
|
9.89K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
22+ 0.29% |
$2.65K - $3.05K
|
7.5K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21+ 1.51% |
$2.53K - $2.92K
|
1.42K
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.22% |
$2.17K - $2.5K
|
8.1K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17New |
$2.05K - $2.36K
|
17
$2.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
16+ 0.29% |
$1.92K - $2.22K
|
5.49K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14New |
$1.68K - $1.94K
|
14
$1.77K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.2% |
$1.32K - $1.53K
|
5.48K
$691K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.08% |
$1.32K - $1.53K
|
13.5K
$1.71M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5+ 0.18% |
$602 - $694
|
2.79K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$361 - $417
|
3.41K
$429K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 12.5% |
$361 - $417
|
27
$3.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.12% |
$241 - $278
|
1.71K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.06% |
$241 - $278
|
3.46K
$437K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$241 - $278
|
2
$252
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.05% |
$120 - $139
|
2.22K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2- 0.3% |
$241 - $278
|
654
$82.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 28.57% |
$241 - $278
|
5
$630
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$481 - $555
|
5.1K
$643K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 1.1% |
$3.01K - $3.47K
|
2.26K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-31- 0.09% |
$3.73K - $4.3K
|
35.1K
$4.42M
|