Purchases and Sales Made in Q3 2024 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
2.09K+ 2.75% |
$74.4K - $85.8K
|
77.9K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.04K+ 4.42% |
$72.7K - $83.8K
|
48.2K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.88K+ 14.83% |
$67.2K - $77.4K
|
14.6K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.53K+ 4.26% |
$54.7K - $63K
|
37.5K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.27KNew |
$45.2K - $52K
|
1.27K
$48.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.15K+ 2.42% |
$41.2K - $47.5K
|
48.8K
$1.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03KNew |
$36.6K - $42.2K
|
1.03K
$39.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.01KNew |
$35.9K - $41.4K
|
1.01K
$38.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
986+ 8.83% |
$35.2K - $40.6K
|
12.2K
$465K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
982+ 0.29% |
$35.1K - $40.4K
|
339K
$13M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
943+ 3367.86% |
$33.7K - $38.8K
|
971
$37.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
900+ 1.67% |
$32.1K - $37K
|
54.9K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
807+ 9.33% |
$28.8K - $33.2K
|
9.45K
$362K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
713+ 2.69% |
$25.5K - $29.3K
|
27.2K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
669+ 9.57% |
$23.9K - $27.5K
|
7.66K
$293K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
653New |
$23.3K - $26.9K
|
653
$25K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
532New |
$19K - $21.9K
|
532
$20.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
451+ 0.38% |
$16.1K - $18.5K
|
120K
$4.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
340+ 5.78% |
$12.1K - $14K
|
6.22K
$238K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
335+ 1.31% |
$12K - $13.8K
|
25.8K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
323+ 4.08% |
$11.5K - $13.3K
|
8.24K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
281+ 6.03% |
$10K - $11.6K
|
4.94K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
154+ 2.08% |
$5.5K - $6.33K
|
7.55K
$289K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
90+ 0.13% |
$3.21K - $3.7K
|
69.4K
$2.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$1.79K - $2.06K
|
50
$1.91K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
23New |
$821 - $946
|
23
$880
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.14% |
$393 - $452
|
8K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
9+ 1.68% |
$321 - $370
|
545
$20.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$35.7 - $41.1
|
1
$38.3
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-23- 69.7% |
$821 - $946
|
10
$383
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-173- 1.53% |
$6.18K - $7.12K
|
11.1K
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-289- 0.12% |
$10.3K - $11.9K
|
250K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 7.82% |
$10.7K - $12.3K
|
3.53K
$135K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-358- 2.57% |
$12.8K - $14.7K
|
13.6K
$519K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-411- 56.38% |
$14.7K - $16.9K
|
318
$12.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-417- 83.07% |
$14.9K - $17.2K
|
85
$3.25K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-449- 4.99% |
$16K - $18.5K
|
8.55K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-485- 22.14% |
$17.3K - $19.9K
|
1.71K
$65.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-530- 87.03% |
$18.9K - $21.8K
|
79
$3.02K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-540- 6.86% |
$19.3K - $22.2K
|
7.33K
$280K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-921Closed |
$32.9K - $37.9K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.04K- 4.45% |
$37.1K - $42.8K
|
22.3K
$855K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.06K- 8.12% |
$37.7K - $43.4K
|
11.9K
$457K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.12K- 17.15% |
$40K - $46.1K
|
5.41K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.15K- 15.23% |
$40.9K - $47.1K
|
6.37K
$244K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.18K- 6.74% |
$42.1K - $48.5K
|
16.3K
$625K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.34K- 0.6% |
$47.7K - $55K
|
220K
$8.43M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.57K- 5.99% |
$56.2K - $64.7K
|
24.7K
$946K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-1.64K- 3.87% |
$58.4K - $67.3K
|
40.6K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.75K- 1.47% |
$62.4K - $71.9K
|
117K
$4.47M
|