Purchases and Sales Made in Q4 2022 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
899K+ 8.27% |
$24.2M - $28.5M
|
11.8M
$451M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
809K+ 277.37% |
$21.8M - $25.7M
|
1.1M
$42.2M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
671K+ 5.99% |
$18.1M - $21.3M
|
11.9M
$454M
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
296KNew |
$7.96M - $9.39M
|
296K
$11.3M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
202KNew |
$5.45M - $6.43M
|
202K
$7.75M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
169K+ 18.6% |
$4.54M - $5.36M
|
1.08M
$41.2M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
125K+ 59.45% |
$3.36M - $3.96M
|
335K
$12.8M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.3K+ 24.86% |
$1.3M - $1.53M
|
243K
$9.29M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.5K+ 10.92% |
$874K - $1.03M
|
330K
$12.6M
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
29.4KNew |
$790K - $932K
|
29.4K
$1.12M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29K+ 851.54% |
$780K - $920K
|
32.4K
$1.24M
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
25.9K+ 9.39% |
$698K - $824K
|
302K
$11.6M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.1K+ 22.9% |
$595K - $703K
|
119K
$4.55M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.4K+ 43.14% |
$575K - $679K
|
71K
$2.72M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1KNew |
$567K - $669K
|
21.1K
$807K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.6KNew |
$528K - $624K
|
19.6K
$752K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
19.1KNew |
$514K - $607K
|
19.1K
$731K
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$412K - $487K
|
15.3K
$586K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
15.2K+ 5.43% |
$409K - $483K
|
295K
$11.3M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14.9KNew |
$401K - $474K
|
14.9K
$571K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.4K+ 6.17% |
$359K - $424K
|
230K
$8.8M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
12.9K+ 29960.47% |
$347K - $409K
|
12.9K
$495K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11.8KNew |
$318K - $376K
|
11.8K
$453K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.39K+ 5.24% |
$253K - $298K
|
189K
$7.22M
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.74K+ 2.12% |
$235K - $278K
|
422K
$16.1M
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8.11K+ 1.62% |
$218K - $257K
|
508K
$19.4M
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
7.92K+ 64.92% |
$213K - $252K
|
20.1K
$770K
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7.4KNew |
$199K - $235K
|
7.4K
$283K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
6.96KNew |
$187K - $221K
|
6.96K
$267K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.53KNew |
$176K - $207K
|
6.53K
$250K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.17K+ 8.97% |
$166K - $196K
|
74.9K
$2.87M
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
6.1K+ 3.89% |
$164K - $194K
|
163K
$6.23M
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
5K+ 15.56% |
$135K - $159K
|
37.1K
$1.42M
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
4.78K+ 5.04% |
$128K - $152K
|
99.6K
$3.81M
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.2K+ 0.85% |
$113K - $133K
|
496K
$19M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.07K+ 18.42% |
$110K - $129K
|
26.2K
$1M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.96K+ 2.04% |
$106K - $126K
|
198K
$7.57M
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.34K+ 18.7% |
$89.9K - $106K
|
21.2K
$812K
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.01K+ 23.36% |
$81K - $95.6K
|
15.9K
$609K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.37K+ 8.84% |
$63.8K - $75.3K
|
29.2K
$1.12M
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
1.89K+ 3.53% |
$50.9K - $60.1K
|
55.6K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.51K+ 341.72% |
$40.5K - $47.9K
|
1.95K
$74.6K
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.4K+ 1.16% |
$37.7K - $44.5K
|
123K
$4.7M
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 3.3% |
$31.6K - $37.3K
|
36.7K
$1.41M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
888New |
$23.9K - $28.2K
|
888
$34K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
707+ 70700.0% |
$19K - $22.5K
|
708
$27.1K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
695New |
$18.7K - $22.1K
|
695
$26.6K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
647+ 170.26% |
$17.4K - $20.5K
|
1.03K
$39.3K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
588+ 7.01% |
$15.8K - $18.7K
|
8.98K
$344K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
330+ 2.11% |
$8.88K - $10.5K
|
16K
$613K
|