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, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.17% |
$384 - $454
|
1.82K
$270K
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.03K- 10.54% |
$132K - $156K
|
8.75K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-234- 3.67% |
$29.9K - $35.4K
|
6.15K
$913K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.45KNew |
$185K - $220K
|
1.45K
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$384 - $454
|
2.39K
$355K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6K- 12.64% |
$767K - $908K
|
41.5K
$6.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-550- 3.76% |
$70.3K - $83.3K
|
14.1K
$2.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.98KNew |
$764K - $905K
|
5.98K
$887K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 42.86% |
$3.84K - $4.54K
|
40
$5.94K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
30+ 1.87% |
$3.84K - $4.54K
|
1.64K
$243K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.24K- 3.81% |
$286K - $338K
|
56.4K
$8.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.51KNew |
$193K - $229K
|
1.51K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.41K+ 229.53% |
$180K - $213K
|
2.02K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
375+ 0.74% |
$47.9K - $56.8K
|
51K
$7.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-138- 4.01% |
$17.6K - $20.9K
|
3.3K
$490K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-195- 0.58% |
$24.9K - $29.5K
|
33.1K
$4.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.15K - $1.36K
|
5.04K
$748K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-56- 3.06% |
$7.16K - $8.48K
|
1.78K
$264K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.53K+ 32.59% |
$579K - $686K
|
18.4K
$2.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-87- 1.51% |
$11.1K - $13.2K
|
5.66K
$840K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.74KNew |
$606K - $717K
|
4.74K
$704K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
237+ 16.95% |
$30.3K - $35.9K
|
1.64K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3+ 0.16% |
$384 - $454
|
1.87K
$277K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-220- 13.58% |
$28.1K - $33.3K
|
1.4K
$208K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.42KNew |
$182K - $215K
|
1.42K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.89K+ 68.71% |
$370K - $438K
|
7.1K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-77- 0.37% |
$9.85K - $11.7K
|
20.8K
$3.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-21- 33.33% |
$2.69K - $3.18K
|
42
$6.24K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 13.12% |
$63.9K - $75.7K
|
3.31K
$491K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.9K+ 561.75% |
$1.52M - $1.8M
|
14K
$2.08M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
50+ 23.92% |
$6.39K - $7.57K
|
259
$38.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
639New |
$81.7K - $96.7K
|
639
$94.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.29KNew |
$548K - $649K
|
4.29K
$637K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.27KNew |
$1.18M - $1.4M
|
9.27K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-206- 1.02% |
$26.3K - $31.2K
|
20K
$2.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.72KNew |
$220K - $261K
|
1.72K
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
25+ 0.06% |
$3.2K - $3.78K
|
41.3K
$6.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
4.05KNew |
$518K - $613K
|
4.05K
$601K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.24K- 2.43% |
$286K - $339K
|
89.9K
$13.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-3.84K- 17.87% |
$490K - $581K
|
17.6K
$2.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-292- 5.02% |
$37.3K - $44.2K
|
5.52K
$820K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
95+ 2.86% |
$12.1K - $14.4K
|
3.41K
$506K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
603+ 6.44% |
$77.1K - $91.3K
|
9.97K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
47.3KNew |
$6.04M - $7.16M
|
47.3K
$7.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.54KNew |
$325K - $385K
|
2.54K
$377K
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
128KNew |
$16.4M - $19.4M
|
128K
$19.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 151.0% |
$203K - $240K
|
2.63K
$391K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
150+ 1.11% |
$19.2K - $22.7K
|
13.7K
$2.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-120- 0.99% |
$15.3K - $18.2K
|
12K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
5New |
$639 - $757
|
5
$742
|
|