Latest Institutional Transactions on Russell Micro Cap ETF (IWC)
This table provides information on the latest institutional transactions involving Russell Micro Cap ETF (IWC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
757+ 19.89% |
$84.9K - $98K
|
4.56K
$578K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.03KNew |
$340K - $392K
|
3.03K
$384K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.86KNew |
$209K - $241K
|
1.86K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.55K+ 1.95% |
$173K - $200K
|
80.6K
$10.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-377- 20.09% |
$42.3K - $48.8K
|
1.5K
$190K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
128+ 0.57% |
$14.4K - $16.6K
|
22.6K
$2.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.41K+ 20.66% |
$158K - $182K
|
8.21K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.27KNew |
$367K - $423K
|
3.27K
$414K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.22KNew |
$249K - $287K
|
2.22K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.07% |
$561 - $647
|
6.73K
$854K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.88K+ 11.94% |
$659K - $761K
|
55.1K
$6.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-236- 2.04% |
$26.5K - $30.6K
|
11.4K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
375New |
$42.1K - $48.5K
|
375
$47.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
16.9KNew |
$1.89M - $2.18M
|
16.9K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
308+ 4.11% |
$34.6K - $39.9K
|
7.8K
$989K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2- 0.11% |
$224 - $259
|
1.83K
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-200- 12.35% |
$22.4K - $25.9K
|
1.42K
$180K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-41.5K- 50.13% |
$4.66M - $5.37M
|
41.3K
$5.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.71KNew |
$192K - $221K
|
1.71K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
173+ 3.77% |
$19.4K - $22.4K
|
4.76K
$603K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-98- 20.08% |
$11K - $12.7K
|
390
$49.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.57K+ 17.27% |
$177K - $204K
|
10.7K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.91K+ 78.46% |
$214K - $247K
|
4.33K
$549K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
843+ 20.46% |
$94.6K - $109K
|
4.96K
$629K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-694- 16.94% |
$77.9K - $89.8K
|
3.4K
$431K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-465- 9.74% |
$52.2K - $60.2K
|
4.31K
$546K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33+ 0.61% |
$3.7K - $4.27K
|
5.47K
$694K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
408+ 0.6% |
$45.8K - $52.8K
|
68.1K
$8.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-135- 2.58% |
$15.1K - $17.5K
|
5.1K
$647K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-172- 54.6% |
$19.3K - $22.3K
|
143
$18.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.27K- 10.85% |
$143K - $165K
|
10.5K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.45K- 3.31% |
$387K - $446K
|
101K
$12.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19K+ 48.63% |
$134K - $154K
|
3.64K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.07K+ 43.94% |
$120K - $138K
|
3.49K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
23.7K+ 70.2% |
$2.66M - $3.07M
|
57.5K
$7.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 0.78% |
$337 - $388
|
382
$48.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.99K- 3.25% |
$223K - $258K
|
59.3K
$7.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.84KNew |
$206K - $238K
|
1.84K
$233K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-594- 5.02% |
$66.7K - $76.9K
|
11.2K
$1.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.55K+ 7798.81% |
$735K - $848K
|
6.64K
$841K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.54K+ 22.11% |
$397K - $458K
|
19.6K
$2.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
19+ 0.35% |
$2.13K - $2.46K
|
5.48K
$694K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
4.85KNew |
$544K - $627K
|
4.85K
$614K
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2+ 0.07% |
$224 - $259
|
2.95K
$373K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-20- 0.71% |
$2.24K - $2.59K
|
2.78K
$352K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-97- 29.75% |
$10.9K - $12.6K
|
229
$29K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-5- 0.16% |
$561 - $647
|
3.11K
$395K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.09% |
$1.35K - $1.55K
|
13.5K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-423- 0.65% |
$47.5K - $54.8K
|
64.7K
$8.2M
|