Purchases and Sales Made in Q2 2023 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.9M+ 18689.13% |
$410M - $433M
|
12.9M
$495M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
529K+ 4.15% |
$16.9M - $17.8M
|
13.3M
$509M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
443K+ 3.5% |
$14.1M - $14.9M
|
13.1M
$501M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
303KNew |
$9.64M - $10.2M
|
303K
$11.6M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
259KNew |
$8.24M - $8.7M
|
259K
$9.9M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
147K+ 43.94% |
$4.68M - $4.95M
|
482K
$18.4M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
65.1K+ 18.0% |
$2.07M - $2.19M
|
427K
$16.3M
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
52.9KNew |
$1.69M - $1.78M
|
52.9K
$2.03M
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
39.5K+ 5.38% |
$1.26M - $1.33M
|
774K
$29.6M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.3K+ 14.47% |
$901K - $951K
|
224K
$8.56M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.7KNew |
$851K - $899K
|
26.7K
$1.02M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.6K+ 46.41% |
$817K - $863K
|
80.9K
$3.1M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23K+ 10.68% |
$734K - $775K
|
239K
$9.14M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.4K+ 1.53% |
$522K - $551K
|
1.09M
$41.7M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.1KNew |
$482K - $509K
|
15.1K
$580K
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
13.4K+ 4.85% |
$428K - $452K
|
291K
$11.1M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.2K+ 4.8% |
$326K - $344K
|
223K
$8.55M
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.88K+ 24.28% |
$315K - $333K
|
50.6K
$1.94M
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.59K+ 66.7% |
$306K - $323K
|
24K
$917K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.51K+ 2.26% |
$303K - $320K
|
430K
$16.5M
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.99KNew |
$286K - $302K
|
8.99K
$344K
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.8K+ 1.6% |
$248K - $262K
|
495K
$19M
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.09K+ 1.68% |
$226K - $239K
|
429K
$16.4M
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.07K+ 1.37% |
$225K - $238K
|
522K
$20M
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
6.72K+ 3.89% |
$214K - $226K
|
179K
$6.87M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.6KNew |
$210K - $222K
|
6.6K
$253K
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.22K+ 2.11% |
$198K - $209K
|
300K
$11.5M
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.17KNew |
$197K - $208K
|
6.17K
$236K
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
6.02K+ 10.87% |
$192K - $203K
|
61.4K
$2.35M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.97K+ 100.49% |
$190K - $201K
|
11.9K
$456K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
5.45K+ 1.54% |
$174K - $183K
|
359K
$13.7M
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
5.22K+ 5.21% |
$166K - $176K
|
105K
$4.03M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.19K+ 34.77% |
$165K - $175K
|
20.1K
$770K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.02K+ 1552.63% |
$160K - $169K
|
5.34K
$204K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.97K+ 14.52% |
$158K - $167K
|
39.2K
$1.5M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.95K+ 193.46% |
$62.2K - $65.7K
|
2.96K
$113K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.07K+ 4.01% |
$34.2K - $36.1K
|
27.9K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
705+ 10.34% |
$22.5K - $23.7K
|
7.52K
$288K
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
624+ 1.27% |
$19.9K - $21K
|
49.6K
$1.9M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
426+ 5.76% |
$13.6K - $14.3K
|
7.83K
$300K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
423+ 60.86% |
$13.5K - $14.2K
|
1.12K
$42.8K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
411New |
$13.1K - $13.8K
|
411
$15.7K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
386New |
$12.3K - $13K
|
386
$14.8K
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
275+ 2.24% |
$8.76K - $9.25K
|
12.5K
$480K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
263+ 0.3% |
$8.38K - $8.85K
|
87.4K
$3.34M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
128+ 1.23% |
$4.08K - $4.31K
|
10.5K
$402K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109+ 0.33% |
$3.47K - $3.67K
|
33.5K
$1.28M
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
100+ 0.69% |
$3.19K - $3.37K
|
14.6K
$557K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 17.06% |
$3.19K - $3.37K
|
686
$26.3K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
87+ 1.33% |
$2.77K - $2.93K
|
6.65K
$254K
|