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 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
17+ 3.12% |
$635 - $687
|
562
$22.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12+ 0.24% |
$448 - $485
|
4.96K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.22% |
$112 - $121
|
1.38K
$55.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.92% |
$74.7 - $80.8
|
106
$4.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-18- 0.28% |
$672 - $727
|
6.36K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-20- 1.99% |
$747 - $808
|
987
$39.6K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-28- 2.88% |
$1.05K - $1.13K
|
943
$37.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100- 1.61% |
$3.73K - $4.04K
|
6.12K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-112- 1.19% |
$4.18K - $4.52K
|
9.32K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-205- 0.26% |
$7.65K - $8.28K
|
77.6K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-258- 2.12% |
$9.63K - $10.4K
|
11.9K
$477K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-274- 0.71% |
$10.2K - $11.1K
|
38.5K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-447- 3.3% |
$16.7K - $18.1K
|
13.1K
$526K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-844- 0.98% |
$31.5K - $34.1K
|
85.5K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-888- 12.12% |
$33.1K - $35.9K
|
6.44K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.03K- 1.5% |
$38.4K - $41.6K
|
67.4K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.45K- 18.86% |
$53.9K - $58.4K
|
6.22K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77K- 0.94% |
$66K - $71.4K
|
185K
$7.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.7K- 76.4% |
$101K - $109K
|
834
$33.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-4.84K- 40.54% |
$181K - $195K
|
7.1K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.47K- 28.0% |
$204K - $221K
|
14.1K
$564K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-6.1K- 2.13% |
$228K - $246K
|
280K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-6.24K- 22.58% |
$233K - $252K
|
21.4K
$857K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-6.38K- 2.67% |
$238K - $258K
|
233K
$9.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.71K- 34.01% |
$251K - $271K
|
13K
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-10.2K- 8.77% |
$383K - $414K
|
107K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.7K- 37.02% |
$399K - $432K
|
18.2K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-39.7K- 65.23% |
$1.48M - $1.6M
|
21.2K
$849K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-47.9K- 15.77% |
$1.79M - $1.94M
|
256K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-49.5K- 71.42% |
$1.85M - $2M
|
19.8K
$795K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-53.4K- 20.19% |
$1.99M - $2.16M
|
211K
$8.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-65.6K- 18.61% |
$2.45M - $2.65M
|
287K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-88K- 16.13% |
$3.29M - $3.56M
|
458K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.44M- 7.39% |
$53.7M - $58.1M
|
18M
$724M
|