Purchases and Sales Made in Q1 2023 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI INTL MOMENTUM FAC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54- 5.08% |
$1.64K - $1.76K
|
1.01K
$38.6K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-76Closed |
$2.3K - $2.47K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-106- 5.44% |
$3.21K - $3.45K
|
1.84K
$70.5K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-155- 0.35% |
$4.7K - $5.05K
|
44.4K
$1.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
SELL
|
- |
-229- 0.41% |
$6.94K - $7.46K
|
55.4K
$2.12M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-279- 8.94% |
$8.46K - $9.08K
|
2.84K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-302- 34.01% |
$9.16K - $9.83K
|
586
$22.4K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-385- 54.38% |
$11.7K - $12.5K
|
323
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-547- 1.86% |
$16.6K - $17.8K
|
28.8K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-664- 2.13% |
$20.1K - $21.6K
|
30.5K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-693- 2.03% |
$21K - $22.6K
|
33.4K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-943- 6.16% |
$28.6K - $30.7K
|
14.4K
$550K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.01K- 71.28% |
$30.5K - $32.7K
|
405
$15.5K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.17K- 2.34% |
$35.5K - $38.1K
|
48.8K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.95K- 2.19% |
$59.2K - $63.5K
|
87.1K
$3.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.19K- 3.09% |
$66.5K - $71.4K
|
68.8K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.13K- 0.38% |
$125K - $134K
|
1.07M
$41.1M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.18K- 12.92% |
$127K - $136K
|
28.2K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.67K- 12.85% |
$141K - $152K
|
31.6K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.5K- 46.51% |
$167K - $179K
|
6.33K
$242K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-6.37K- 49.24% |
$193K - $207K
|
6.56K
$251K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-7.87K- 39.09% |
$239K - $256K
|
12.3K
$469K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.7K- 3.11% |
$416K - $446K
|
428K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17K- 69.47% |
$516K - $554K
|
7.48K
$286K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-20.4K- 4.02% |
$619K - $664K
|
487K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-21.7K- 28.92% |
$657K - $706K
|
53.3K
$2.04M
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-22.7K- 61.06% |
$687K - $738K
|
14.5K
$554K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.8K- 98.57% |
$783K - $841K
|
375
$14.4K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.1K- 32.25% |
$2.25M - $2.41M
|
156K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-109K- 44.87% |
$3.3M - $3.54M
|
134K
$5.12M
|