Purchases and Sales Made in Q3 2025 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
585KNew |
$26.1M - $28.1M
|
585K
$27.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
118K+ 94.35% |
$5.26M - $5.66M
|
243K
$11.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
41KNew |
$1.83M - $1.97M
|
41K
$1.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
32.5K+ 8.35% |
$1.45M - $1.56M
|
422K
$20M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
31.8K+ 33.91% |
$1.42M - $1.52M
|
125K
$5.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.8K+ 25.71% |
$1.28M - $1.38M
|
141K
$6.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27.6K+ 4.59% |
$1.23M - $1.33M
|
629K
$29.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
10.1K+ 15.9% |
$449K - $484K
|
73.4K
$3.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
9KNew |
$401K - $432K
|
9K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.19K+ 41.29% |
$231K - $249K
|
17.8K
$843K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.97K+ 40.82% |
$221K - $238K
|
17.1K
$814K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
4.91KNew |
$219K - $236K
|
4.91K
$233K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.82K+ 0.85% |
$170K - $183K
|
454K
$21.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
3.47K+ 1.34% |
$155K - $167K
|
262K
$12.5M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.43K+ 23.93% |
$108K - $117K
|
12.6K
$598K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.46KNew |
$65K - $70K
|
1.46K
$69.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.37K+ 0.93% |
$60.9K - $65.6K
|
148K
$7.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.89% |
$46.5K - $50.1K
|
56.4K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
687+ 0.17% |
$30.6K - $33K
|
408K
$19.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
471New |
$21K - $22.6K
|
471
$22.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
318New |
$14.2K - $15.3K
|
318
$15.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
186+ 0.05% |
$8.29K - $8.93K
|
356K
$16.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
177New |
$7.89K - $8.5K
|
177
$8.41K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 40.0% |
$4.46K - $4.8K
|
350
$16.6K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7New |
$312 - $336
|
7
$332
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-3- 0.02% |
$134 - $144
|
14.6K
$691K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-121- 1.9% |
$5.39K - $5.81K
|
6.26K
$297K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-290- 2.22% |
$12.9K - $13.9K
|
12.8K
$607K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-317- 2.41% |
$14.1K - $15.2K
|
12.8K
$610K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-418- 37.22% |
$18.6K - $20.1K
|
705
$33.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-460- 4.93% |
$20.5K - $22.1K
|
8.86K
$421K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-619- 0.92% |
$27.6K - $29.7K
|
66.7K
$3.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-674- 11.41% |
$30K - $32.4K
|
5.23K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.14K- 0.47% |
$50.7K - $54.6K
|
239K
$11.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.17K- 3.95% |
$96.6K - $104K
|
52.6K
$2.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.32K- 6.12% |
$103K - $111K
|
35.5K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.55K- 4.24% |
$158K - $171K
|
80.2K
$3.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-3.96K- 1.67% |
$177K - $190K
|
234K
$11.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4K- 1.85% |
$178K - $192K
|
213K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-4.15K- 7.87% |
$185K - $199K
|
48.5K
$2.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-4.86K- 25.29% |
$217K - $233K
|
14.4K
$682K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-6.27K- 2.94% |
$279K - $301K
|
207K
$9.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-29.8K- 58.91% |
$1.33M - $1.43M
|
20.8K
$987K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-40.7K- 13.76% |
$1.81M - $1.95M
|
255K
$12.1M
|