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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
218+ 1.52% |
$7.85K - $9.96K
|
14.6K
$693K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
147+ 0.23% |
$5.29K - $6.72K
|
63.3K
$3.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
145+ 0.17% |
$5.22K - $6.63K
|
85.4K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
121+ 0.02% |
$4.36K - $5.53K
|
486K
$23.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
117+ 0.22% |
$4.21K - $5.35K
|
52.7K
$2.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
117+ 0.22% |
$4.21K - $5.35K
|
52.7K
$2.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
99+ 0.43% |
$3.56K - $4.52K
|
22.9K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
46+ 0.24% |
$1.66K - $2.1K
|
19.2K
$913K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
35+ 6.22% |
$1.26K - $1.6K
|
598
$28.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
29+ 1.15% |
$1.04K - $1.33K
|
2.54K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17+ 0.45% |
$612 - $777
|
3.83K
$182K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
16+ 0.87% |
$576 - $731
|
1.85K
$87.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
8New |
$288 - $366
|
8
$380
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6New |
$216 - $274
|
6
$285
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1New |
$36 - $45.7
|
1
$47.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 8.91% |
$1.76K - $2.24K
|
501
$23.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-60- 0.05% |
$2.16K - $2.74K
|
125K
$5.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-63- 1.06% |
$2.27K - $2.88K
|
5.91K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-67- 3.45% |
$2.41K - $3.06K
|
1.88K
$89K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-170- 33.66% |
$6.12K - $7.77K
|
335
$15.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-186- 3.22% |
$6.7K - $8.5K
|
5.58K
$265K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-382- 2.41% |
$13.8K - $17.5K
|
15.5K
$734K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-390- 0.51% |
$14K - $17.8K
|
76.5K
$3.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-498- 1.14% |
$17.9K - $22.8K
|
43.2K
$2.05M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-513- 0.61% |
$18.5K - $23.4K
|
83.7K
$3.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-545- 1.42% |
$19.6K - $24.9K
|
37.9K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-550- 9.51% |
$19.8K - $25.1K
|
5.23K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-629- 1.13% |
$22.7K - $28.7K
|
54.8K
$2.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-674- 41.07% |
$24.3K - $30.8K
|
967
$45.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-738- 0.34% |
$26.6K - $33.7K
|
213K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-807- 5.78% |
$29.1K - $36.9K
|
13.2K
$625K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-898- 1.32% |
$32.3K - $41K
|
67.3K
$3.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.25K- 1.35% |
$45.1K - $57.2K
|
91.7K
$4.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.64K- 2.52% |
$59K - $74.8K
|
63.4K
$3.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-1.88K- 0.72% |
$67.5K - $85.7K
|
259K
$12.3M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.01K- 10.94% |
$72.2K - $91.6K
|
16.3K
$775K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.27K- 22.52% |
$81.8K - $104K
|
7.82K
$371K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.02K- 1.06% |
$109K - $138K
|
282K
$13.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.14K- 6.08% |
$113K - $143K
|
48.4K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.59K- 74.31% |
$129K - $164K
|
1.24K
$59K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.66K- 1.5% |
$132K - $167K
|
240K
$11.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4.75K- 2.14% |
$171K - $217K
|
217K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.59K- 2.08% |
$201K - $255K
|
263K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-6.82K- 31.91% |
$246K - $312K
|
14.6K
$691K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.08K- 5.85% |
$327K - $415K
|
146K
$6.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-10.9K- 37.75% |
$394K - $500K
|
18K
$857K
|
|
|
Aug 14, 2025
Q2 2025
|
Arizona Psprs Trust
Phoenix, AZ |
SELL
|
- |
-25K- 38.09% |
$902K - $1.14M
|
40.7K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.5K- 30.79% |
$989K - $1.25M
|
61.7K
$2.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-48.8K- 14.17% |
$1.76M - $2.23M
|
296K
$14M
|