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 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.37K+ 7.53% |
$200K - $217K
|
76.6K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.04K+ 11.2% |
$188K - $204K
|
50.1K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.74K+ 61.33% |
$177K - $192K
|
12.5K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.58K+ 8.03% |
$171K - $185K
|
61.6K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
4.13K+ 5.3% |
$154K - $167K
|
82K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.63K+ 67.17% |
$136K - $147K
|
9.04K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.62K+ 7.41% |
$135K - $146K
|
52.4K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.56K+ 4503.8% |
$133K - $144K
|
3.64K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.39K+ 9.6% |
$127K - $137K
|
38.7K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.72KNew |
$102K - $110K
|
2.72K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.71K+ 5.81% |
$101K - $109K
|
49.3K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.44K+ 2.04% |
$90.9K - $98.3K
|
122K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.26KNew |
$84.5K - $91.4K
|
2.26K
$91.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.08K+ 456.92% |
$77.6K - $84K
|
2.53K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.04KNew |
$76.1K - $82.4K
|
2.04K
$82.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.94K+ 190.94% |
$72.3K - $78.3K
|
2.95K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.91KNew |
$71.2K - $77K
|
1.91K
$76.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 31.92% |
$70.5K - $76.3K
|
7.8K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.75K+ 14.73% |
$65.3K - $70.6K
|
13.6K
$549K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.55K+ 0.01% |
$57.7K - $62.5K
|
18.6M
$751M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 12.66% |
$56.1K - $60.7K
|
13.4K
$539K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.4K+ 2.01% |
$52.2K - $56.5K
|
70.8K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.36K+ 1.64% |
$50.7K - $54.8K
|
84.3K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 1.03% |
$47.6K - $51.5K
|
124K
$5.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.24K+ 15.09% |
$46.4K - $50.2K
|
9.49K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.06K+ 4.09% |
$39.4K - $42.7K
|
26.9K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.02K+ 0.36% |
$38.1K - $41.2K
|
281K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 4.49% |
$37.5K - $40.6K
|
23.4K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
884+ 5.81% |
$33K - $35.7K
|
16.1K
$649K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
484New |
$18.1K - $19.5K
|
484
$19.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
413+ 5.4% |
$15.4K - $16.7K
|
8.07K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
378+ 4.0% |
$14.1K - $15.3K
|
9.83K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
328+ 4.1% |
$12.2K - $13.2K
|
8.33K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
242New |
$9.03K - $9.77K
|
242
$9.76K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
215New |
$8.03K - $8.68K
|
215
$8.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
212New |
$7.91K - $8.56K
|
212
$8.55K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
198New |
$7.39K - $8K
|
198
$7.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
193New |
$7.2K - $7.8K
|
193
$7.78K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
166+ 1.02% |
$6.2K - $6.7K
|
16.5K
$665K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
163+ 0.6% |
$6.08K - $6.58K
|
27.3K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
162+ 2.34% |
$6.05K - $6.54K
|
7.09K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
152New |
$5.67K - $6.14K
|
152
$6.13K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
128New |
$4.78K - $5.17K
|
128
$5.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
124+ 7.27% |
$4.63K - $5.01K
|
1.83K
$73.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99+ 0.64% |
$3.7K - $4K
|
15.5K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
44New |
$1.64K - $1.78K
|
44
$1.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 0.54% |
$1.16K - $1.25K
|
5.77K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
26+ 0.3% |
$971 - $1.05K
|
8.57K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22+ 0.05% |
$821 - $889
|
45.7K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21+ 0.55% |
$784 - $848
|
3.82K
$154K
|