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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
15+ 0.79% |
$1.68K - $1.94K
|
1.92K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
851New |
$95.5K - $110K
|
851
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-4.1K- 65.08% |
$460K - $531K
|
2.2K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
363+ 30.95% |
$40.7K - $47K
|
1.54K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-5K- 54.21% |
$561K - $647K
|
4.22K
$627K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
191+ 6.67% |
$21.4K - $24.7K
|
3.05K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
6.74K+ 65.99% |
$757K - $873K
|
17K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
350New |
$39.3K - $45.3K
|
350
$52K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.29KNew |
$257K - $296K
|
2.29K
$339K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$1.12K - $1.29K
|
10
$1.48K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
150New |
$16.8K - $19.4K
|
150
$22.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$12.3K - $14.2K
|
110
$16.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.36KNew |
$265K - $306K
|
2.36K
$351K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3KNew |
$337K - $388K
|
3K
$445K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
375New |
$42.1K - $48.5K
|
375
$55.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
843+ 20.46% |
$94.6K - $109K
|
4.96K
$737K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.91K+ 78.46% |
$214K - $247K
|
4.33K
$643K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-172- 54.6% |
$19.3K - $22.3K
|
143
$21.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 0.78% |
$337 - $388
|
382
$56.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.84KNew |
$206K - $238K
|
1.84K
$272K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5New |
$561 - $647
|
5
$742
|
|
| Q2 2024 | |||||||
|
May 19, 2025
Q2 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-41.4KClosed |
$4.52M - $4.96M
|
0
$0
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
235New |
$25.7K - $28.2K
|
235
$34.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.83K- 97.85% |
$856K - $938K
|
172
$25.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$249K - $273K
|
2.28K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$109 - $120
|
3.1K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2- 40.0% |
$219 - $240
|
3
$445
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.04KClosed |
$113K - $124K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-139- 63.76% |
$15.2K - $16.7K
|
79
$11.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-110- 2.78% |
$12K - $13.2K
|
3.84K
$570K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
20New |
$2.19K - $2.4K
|
20
$2.97K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-90- 64.29% |
$9.84K - $10.8K
|
50
$7.42K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
29New |
$3.17K - $3.47K
|
29
$4.31K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-86- 2.84% |
$9.4K - $10.3K
|
2.95K
$438K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$109 - $120
|
1
$148
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-195- 29.1% |
$21.3K - $23.4K
|
475
$70.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $120
|
2.48K
$369K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
26New |
$2.84K - $3.12K
|
26
$3.86K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
194New |
$21.2K - $23.2K
|
194
$28.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-680- 24.55% |
$74.4K - $81.5K
|
2.09K
$310K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7New |
$765 - $839
|
7
$1.04K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.05KNew |
$224K - $246K
|
2.05K
$304K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.6K- 78.13% |
$1.38M - $1.51M
|
3.54K
$525K
|
|
| Q1 2024 | |||||||
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-125- 6.08% |
$13.7K - $15.1K
|
1.93K
$287K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
308New |
$33.6K - $37.3K
|
308
$45.7K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.9KNew |
$207K - $230K
|
1.9K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
400New |
$43.7K - $48.5K
|
400
$59.4K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
85New |
$9.28K - $10.3K
|
85
$12.6K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.72KNew |
$188K - $208K
|
1.72K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.35KNew |
$256K - $285K
|
2.35K
$349K
|
|