Latest Institutional Purchases of Russell Micro Cap ETF (IWC)
This list provides information on the latest institutional transactions involving Russell Micro Cap ETF (IWC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
639New |
$69.8K - $77.4K
|
639
$74.3K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
400New |
$43.7K - $48.5K
|
400
$46.5K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
308New |
$33.6K - $37.3K
|
308
$35.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
85New |
$9.28K - $10.3K
|
85
$9.88K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85New |
$9.28K - $10.3K
|
85
$9.88K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
45.6KNew |
$4.14M - $5.41M
|
45.6K
$5.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.65K+ 471.41% |
$876K - $1.14M
|
11.7K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.18KNew |
$198K - $259K
|
2.18K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$161K - $211K
|
1.78K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$159K - $208K
|
1.75K
$203K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.14K+ 2270.0% |
$103K - $135K
|
1.19K
$138K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
715New |
$64.9K - $84.8K
|
715
$83.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
343New |
$31.1K - $40.7K
|
343
$39.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
114New |
$10.3K - $13.5K
|
114
$13.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$9.08K - $11.9K
|
100
$11.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$1.72K - $2.25K
|
19
$2.21K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17New |
$1.54K - $2.02K
|
17
$1.98K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4+ 0.17% |
$363 - $475
|
2.38K
$277K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
52.1KNew |
$5.16M - $6M
|
52.1K
$6.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
35.4KNew |
$3.51M - $4.08M
|
35.4K
$4.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
27.7K+ 25.01% |
$2.75M - $3.19M
|
138K
$16.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14.7KNew |
$1.46M - $1.7M
|
14.7K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
550New |
$54.5K - $63.4K
|
550
$63.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$19.8K - $23.1K
|
200
$23.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
160+ 86.49% |
$15.9K - $18.4K
|
345
$40.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
89New |
$8.82K - $10.3K
|
89
$10.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$1.69K - $1.96K
|
17
$1.98K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.14KNew |
$213K - $240K
|
2.14K
$248K
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.01KNew |
$200K - $227K
|
2.01K
$234K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
378+ 9.73% |
$37.7K - $42.6K
|
4.26K
$496K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
344+ 14.87% |
$34.3K - $38.7K
|
2.66K
$309K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
138+ 6.9% |
$13.7K - $15.5K
|
2.14K
$249K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
102New |
$10.2K - $11.5K
|
102
$11.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$1.39K - $1.58K
|
14
$1.63K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.54% |
$99.6 - $113
|
186
$21.6K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.9KNew |
$1.3M - $1.58M
|
12.9K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.94KNew |
$799K - $968K
|
7.94K
$923K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
648+ 16.17% |
$65.2K - $79K
|
4.66K
$541K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
158New |
$15.9K - $19.3K
|
158
$18.4K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 18.18% |
$15.1K - $18.3K
|
975
$113K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3New |
$302 - $366
|
3
$349
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.4KNew |
$248K - $275K
|
2.4K
$279K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
605New |
$62.5K - $69.1K
|
605
$70.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
424New |
$43.8K - $48.5K
|
424
$49.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
330New |
$34.1K - $37.7K
|
330
$38.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
153+ 100.0% |
$15.8K - $17.5K
|
306
$35.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 3.85% |
$10.3K - $11.4K
|
2.7K
$314K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 100.0% |
$10.3K - $11.4K
|
200
$23.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
70New |
$7.23K - $8K
|
70
$8.14K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11New |
$1.14K - $1.26K
|
11
$1.28K
|
|