Purchases and Sales Made in Q2 2025 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q2 2025. 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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
877K+ 4.88% |
$31.6M - $40.1M
|
18.8M
$870M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
661K+ 3.75% |
$23.8M - $30.2M
|
18.3M
$846M
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
270K+ 22.52% |
$9.72M - $12.3M
|
1.47M
$67.9M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
145K+ 239.67% |
$5.24M - $6.65M
|
206K
$9.53M
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
105KNew |
$3.78M - $4.79M
|
105K
$4.85M
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
99.6K+ 94.13% |
$3.59M - $4.55M
|
205K
$9.5M
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
65.1K+ 228.21% |
$2.34M - $2.97M
|
93.6K
$4.33M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.5K+ 131.33% |
$2.29M - $2.9M
|
112K
$5.18M
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
46.5K+ 13.56% |
$1.67M - $2.12M
|
389K
$18M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45.3KNew |
$1.63M - $2.07M
|
45.3K
$2.1M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.9KNew |
$1.04M - $1.32M
|
28.9K
$1.33M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27.2K+ 96.77% |
$979K - $1.24M
|
55.3K
$2.56M
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
27.1KNew |
$977K - $1.24M
|
27.1K
$1.25M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.2KNew |
$692K - $878K
|
19.2K
$889K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.9KNew |
$645K - $818K
|
17.9K
$828K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.2K+ 208.15% |
$583K - $740K
|
24K
$1.11M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16K+ 4.49% |
$577K - $732K
|
373K
$17.2M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15.7K+ 98.43% |
$565K - $717K
|
31.6K
$1.46M
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
14.8K+ 3.4% |
$533K - $677K
|
450K
$20.8M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.2KNew |
$438K - $556K
|
12.2K
$563K
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
11.6KNew |
$417K - $529K
|
11.6K
$535K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.9K+ 132.23% |
$391K - $496K
|
19.1K
$881K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.4KNew |
$374K - $474K
|
10.4K
$480K
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
9.83K+ 3.97% |
$354K - $449K
|
257K
$11.9M
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
9.04K+ 3.95% |
$326K - $413K
|
238K
$11M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.86KNew |
$283K - $359K
|
7.86K
$364K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.67K+ 33.53% |
$276K - $351K
|
30.6K
$1.41M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.94KNew |
$250K - $317K
|
6.94K
$321K
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.59KNew |
$237K - $301K
|
6.59K
$305K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.91K+ 0.99% |
$213K - $270K
|
601K
$27.8M
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.21KNew |
$188K - $238K
|
5.21K
$241K
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.13KNew |
$185K - $235K
|
5.13K
$237K
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.99KNew |
$180K - $228K
|
4.99K
$231K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.88KNew |
$176K - $223K
|
4.88K
$225K
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.71K+ 48.06% |
$170K - $215K
|
14.5K
$671K
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
4.52K+ 5.37% |
$163K - $207K
|
88.7K
$4.1M
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.4K+ 16.38% |
$159K - $201K
|
31.3K
$1.45M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.92K+ 0.97% |
$141K - $179K
|
407K
$18.8M
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.76K+ 1.07% |
$135K - $172K
|
356K
$16.5M
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
2.74K+ 2.6% |
$98.8K - $125K
|
108K
$5.01M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.47K+ 4.02% |
$89.1K - $113K
|
64.1K
$2.96M
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.38KNew |
$85.8K - $109K
|
2.38K
$110K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.18K+ 1.78% |
$78.6K - $99.7K
|
125K
$5.78M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 15.78% |
$49.9K - $63.3K
|
10.2K
$470K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.33K+ 2.71% |
$48K - $61K
|
50.6K
$2.34M
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.26K+ 0.44% |
$45.2K - $57.3K
|
285K
$13.2M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 1.18% |
$42.8K - $54.3K
|
102K
$4.72M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 959.43% |
$36.6K - $46.5K
|
1.12K
$51.9K
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
547New |
$19.7K - $25K
|
547
$25.3K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
512+ 1.88% |
$18.4K - $23.4K
|
27.7K
$1.28M
|