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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
392New |
$47.2K - $54.4K
|
392
$45.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.02K- 11.97% |
$243K - $280K
|
14.8K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 12.5% |
$361 - $417
|
27
$3.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-977- 47.04% |
$118K - $136K
|
1.1K
$128K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.07K- 27.43% |
$730K - $843K
|
16.1K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.85KNew |
$1.19M - $1.37M
|
9.85K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-31- 0.09% |
$3.73K - $4.3K
|
35.1K
$4.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.08KNew |
$129K - $149K
|
1.08K
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.28K- 3.25% |
$394K - $455K
|
97.5K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
555+ 7.11% |
$66.8K - $77.1K
|
8.36K
$971K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.22K+ 39.43% |
$267K - $308K
|
7.85K
$912K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-355- 3.41% |
$42.7K - $49.3K
|
10K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-184- 24.21% |
$22.1K - $25.5K
|
576
$67K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-738- 2.46% |
$88.8K - $102K
|
29.3K
$3.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-884- 1.37% |
$106K - $123K
|
63.8K
$7.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
74+ 32.31% |
$8.9K - $10.3K
|
303
$35.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.06% |
$241 - $278
|
3.46K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 2.56% |
$12K - $13.9K
|
3.81K
$443K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-745- 11.52% |
$89.6K - $103K
|
5.72K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
7.65KNew |
$920K - $1.06M
|
7.65K
$889K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.79K+ 268.79% |
$1.18M - $1.36M
|
13.4K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-45- 0.89% |
$5.41K - $6.25K
|
4.99K
$580K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-346- 5.14% |
$41.6K - $48K
|
6.39K
$743K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.03K+ 284.28% |
$485K - $560K
|
5.45K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-461- 30.73% |
$55.5K - $64K
|
1.04K
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
29+ 0.29% |
$3.49K - $4.03K
|
9.89K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.07KNew |
$249K - $287K
|
2.07K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
890New |
$107K - $124K
|
890
$103K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.02K- 13.34% |
$363K - $419K
|
19.6K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.54KNew |
$186K - $214K
|
1.54K
$179K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.12% |
$241 - $278
|
1.71K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17New |
$2.05K - $2.36K
|
17
$1.98K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 0.55% |
$7.46K - $8.61K
|
11.4K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.2% |
$1.32K - $1.53K
|
5.48K
$637K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.13KNew |
$617K - $712K
|
5.13K
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-48- 1.37% |
$5.77K - $6.66K
|
3.44K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12.7KNew |
$1.52M - $1.76M
|
12.7K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.76K+ 3.43% |
$333K - $384K
|
83.4K
$9.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
28.7KNew |
$3.46M - $3.99M
|
28.7K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.22% |
$2.17K - $2.5K
|
8.1K
$942K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-91- 0.22% |
$10.9K - $12.6K
|
41.2K
$4.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.53K+ 46.74% |
$184K - $212K
|
4.8K
$558K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
716+ 15.69% |
$86.1K - $99.4K
|
5.28K
$614K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.07K- 9.48% |
$128K - $148K
|
10.2K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.77KNew |
$573K - $662K
|
4.77K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
576+ 8.68% |
$69.3K - $80K
|
7.21K
$838K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
88.9KNew |
$10.7M - $12.3M
|
88.9K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
248+ 0.24% |
$29.8K - $34.4K
|
102K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.8K+ 59.52% |
$217K - $250K
|
4.83K
$562K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
34.2KNew |
$4.11M - $4.74M
|
34.2K
$3.97M
|