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 |
---|---|---|---|---|---|---|---|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24New |
$2.83K - $3.8K
|
24
$2.79K
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-9Closed |
$1.06K - $1.43K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
BUY
|
- |
540New |
$63.7K - $85.6K
|
540
$62.8K
|
|
Q4 2020 | |||||||
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-50- 25.0% |
$4.59K - $6.08K
|
150
$17.4K
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-156Closed |
$14.3K - $19K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-474Closed |
$43.5K - $57.7K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2KNew |
$184K - $243K
|
2K
$232K
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
535New |
$49.1K - $65.1K
|
535
$62.2K
|
|
Jan 28, 2021
Q4 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.66KClosed |
$336K - $445K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Next Capital Management LLC
|
SELL
|
- |
-501- 13.82% |
$46K - $61K
|
3.12K
$363K
|
|
Q3 2020 | |||||||
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-26Closed |
$2.18K - $2.52K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-6.53KClosed |
$547K - $632K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-170Closed |
$14.2K - $16.5K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-45Closed |
$3.77K - $4.36K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-75Closed |
$6.28K - $7.26K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-777Closed |
$65.1K - $75.3K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-470- 87.85% |
$39.4K - $45.5K
|
65
$7.56K
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-80Closed |
$6.7K - $7.75K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-116Closed |
$9.72K - $11.2K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7Closed |
$586 - $678
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
40+ 1.57% |
$3.35K - $3.87K
|
2.59K
$301K
|
|
Oct 27, 2020
Q3 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-3.35KClosed |
$280K - $324K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-146Closed |
$8.88K - $13.4K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.8KClosed |
$413K - $624K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.4KClosed |
$754K - $1.14M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.96KClosed |
$241K - $363K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-59Closed |
$3.59K - $5.41K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-79Closed |
$4.8K - $7.24K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-35- 5.11% |
$2.13K - $3.21K
|
650
$75.6K
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-344Closed |
$20.9K - $31.5K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-5Closed |
$304 - $459
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-23Closed |
$1.4K - $2.11K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-138Closed |
$8.39K - $12.7K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2020 | |||||||
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-11.5KClosed |
$656K - $1.16M
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-410- 56.71% |
$23.4K - $41.5K
|
313
$36.4K
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-93Closed |
$5.31K - $9.4K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-28.1KClosed |
$1.6M - $2.84M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-292Closed |
$16.7K - $29.5K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79New |
$4.51K - $7.99K
|
79
$9.18K
|
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.24KClosed |
$413K - $732K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.5KClosed |
$200K - $354K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.15KClosed |
$294K - $521K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-162Closed |
$9.24K - $16.4K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.25KClosed |
$128K - $227K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.05KClosed |
$231K - $410K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.72KClosed |
$155K - $275K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.92KClosed |
$110K - $194K
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$1.14K - $2.02K
|
20
$2.32K
|
|
Apr 07, 2020
Q1 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-35.6KClosed |
$2.03M - $3.6M
|
0
$0
|