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 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.9KNew |
$1.3M - $1.58M
|
12.9K
$1.64M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-11- 0.07% |
$1.11K - $1.34K
|
15.5K
$1.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
158New |
$15.9K - $19.3K
|
158
$20K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-25- 1.27% |
$2.51K - $3.05K
|
1.95K
$247K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-50- 7.94% |
$5.03K - $6.09K
|
580
$73.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-107- 51.69% |
$11.1K - $12.2K
|
100
$12.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
424New |
$43.8K - $48.5K
|
424
$53.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
330New |
$34.1K - $37.7K
|
330
$41.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
153+ 100.0% |
$15.8K - $17.5K
|
306
$38.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 3.85% |
$10.3K - $11.4K
|
2.7K
$342K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 66.67% |
$10.3K - $11.4K
|
50
$6.34K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 100.0% |
$10.3K - $11.4K
|
200
$25.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.4KNew |
$248K - $275K
|
2.4K
$305K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
70New |
$7.23K - $8K
|
70
$8.87K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-174- 16.45% |
$18K - $19.9K
|
884
$112K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11New |
$1.14K - $1.26K
|
11
$1.39K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
605New |
$62.5K - $69.1K
|
605
$76.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.93K- 50.4% |
$406K - $449K
|
3.87K
$490K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7New |
$723 - $800
|
7
$887
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$103 - $114
|
203
$25.7K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
243New |
$24.7K - $30.7K
|
243
$30.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$20.3K - $25.3K
|
200
$25.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
209New |
$21.2K - $26.4K
|
209
$26.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-23- 60.53% |
$2.34K - $2.91K
|
15
$1.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
45K+ 141.9% |
$4.57M - $5.69M
|
76.7K
$9.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-408- 29.46% |
$41.5K - $51.6K
|
977
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-71K- 76.34% |
$7.22M - $8.99M
|
22K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
300New |
$30.5K - $38K
|
300
$38K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.35KNew |
$543K - $676K
|
5.35K
$678K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 4.09% |
$3.86K - $4.81K
|
891
$113K
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7.88KNew |
$801K - $997K
|
7.88K
$998K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
218New |
$22.2K - $27.6K
|
218
$27.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.43K- 3.02% |
$146K - $181K
|
46.1K
$5.84M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
88New |
$8.94K - $11.1K
|
88
$11.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-5.15K- 4.84% |
$523K - $651K
|
101K
$12.8M
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.08KNew |
$215K - $273K
|
2.08K
$264K
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-506Closed |
$52.2K - $66.3K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28- 1.43% |
$2.89K - $3.67K
|
1.93K
$244K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100Closed |
$10.3K - $13.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-22Closed |
$2.27K - $2.88K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.37KClosed |
$244K - $310K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.61KClosed |
$166K - $211K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.24KClosed |
$231K - $294K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8KClosed |
$825K - $1.05M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.7KClosed |
$176K - $223K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-251- 20.06% |
$25.9K - $32.9K
|
1K
$127K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.9KClosed |
$1.85M - $2.35M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-8Closed |
$825 - $1.05K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-440Closed |
$45.4K - $57.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
17.9KNew |
$1.85M - $2.35M
|
17.9K
$2.27M
|
|