Purchases and Sales Made in Q4 2024 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
452KNew |
$16.9M - $18.3M
|
452K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
363KNew |
$13.6M - $14.7M
|
363K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
286K+ 87.31% |
$10.7M - $11.5M
|
613K
$24.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
182K+ 183.39% |
$6.78M - $7.34M
|
281K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164K+ 1355.7% |
$6.14M - $6.64M
|
177K
$7.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
129K+ 637.13% |
$4.82M - $5.21M
|
149K
$5.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
118KNew |
$4.4M - $4.76M
|
118K
$4.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
70.9KNew |
$2.65M - $2.86M
|
70.9K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.7K+ 36.24% |
$1.67M - $1.8M
|
168K
$6.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.4KNew |
$1.47M - $1.59M
|
39.4K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
39.3K+ 4.53% |
$1.47M - $1.59M
|
907K
$36.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
27.2K+ 28.78% |
$1.01M - $1.1M
|
122K
$4.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.1KNew |
$976K - $1.06M
|
26.1K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23.7K+ 4.16% |
$884K - $956K
|
593K
$23.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
22.5K+ 115.97% |
$840K - $908K
|
41.9K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17KNew |
$636K - $688K
|
17K
$681K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
16.4KNew |
$613K - $663K
|
16.4K
$656K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
15.8K+ 4.13% |
$589K - $637K
|
398K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
14.8K+ 4.35% |
$551K - $596K
|
354K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
14.5K+ 26.48% |
$542K - $587K
|
69.4K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14KNew |
$524K - $567K
|
14K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
11.3K+ 4.52% |
$422K - $457K
|
262K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
10.7K+ 4.87% |
$400K - $433K
|
231K
$9.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.22K+ 2.22% |
$344K - $372K
|
425K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.9K+ 3.94% |
$332K - $359K
|
235K
$9.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.15K+ 644.27% |
$304K - $329K
|
9.42K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.09K+ 37.9% |
$302K - $327K
|
29.4K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
7.56K+ 100.2% |
$282K - $305K
|
15.1K
$604K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6.63K+ 29.65% |
$247K - $268K
|
29K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.52KNew |
$243K - $263K
|
6.52K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
6.1K+ 27.98% |
$228K - $246K
|
27.9K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.69K+ 10.34% |
$212K - $230K
|
60.7K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.63K+ 67.17% |
$136K - $147K
|
9.04K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.62K+ 7.41% |
$135K - $146K
|
52.4K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.72KNew |
$102K - $110K
|
2.72K
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.44K+ 2.04% |
$90.9K - $98.3K
|
122K
$4.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.08K+ 456.92% |
$77.6K - $84K
|
2.53K
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.94K+ 190.94% |
$72.3K - $78.3K
|
2.95K
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 31.92% |
$70.5K - $76.3K
|
7.8K
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.75K+ 14.73% |
$65.3K - $70.6K
|
13.6K
$545K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.55K+ 0.01% |
$57.7K - $62.5K
|
18.6M
$745M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 12.66% |
$56.1K - $60.7K
|
13.4K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.4K+ 2.01% |
$52.2K - $56.5K
|
70.8K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 1.03% |
$47.6K - $51.5K
|
124K
$4.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.02K+ 0.36% |
$38.1K - $41.2K
|
281K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 4.49% |
$37.5K - $40.6K
|
23.4K
$935K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
484New |
$18.1K - $19.5K
|
484
$19.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
413+ 5.4% |
$15.4K - $16.7K
|
8.07K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
378+ 4.0% |
$14.1K - $15.3K
|
9.83K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
328+ 4.1% |
$12.2K - $13.2K
|
8.33K
$333K
|