Purchases and Sales Made in Q1 2025 in Impact Shs Fds I Tr Naacp Mino (NACP)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Naacp Mino (NACP) during Q1 2025. The information is specifically focused on institutions that hold shares of IMPACT SHS FDS I TR NAACP MINO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6KNew |
$495K - $552K
|
12.6K
$528K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.49KNew |
$295K - $329K
|
7.49K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.26KNew |
$128K - $143K
|
3.26K
$137K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.25K+ 33.32% |
$88.6K - $98.9K
|
9K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.86K+ 1.84% |
$73.4K - $81.9K
|
103K
$4.33M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
837+ 3.4% |
$33K - $36.8K
|
25.4K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
400+ 1290.32% |
$15.8K - $17.6K
|
431
$18.1K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
303+ 1.84% |
$11.9K - $13.3K
|
16.8K
$707K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
44New |
$1.73K - $1.93K
|
44
$1.85K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7New |
$276 - $308
|
7
$294
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-23- 0.3% |
$906 - $1.01K
|
7.75K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-277- 0.78% |
$10.9K - $12.2K
|
35.4K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-577- 3.12% |
$22.7K - $25.4K
|
17.9K
$752K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-788- 7.49% |
$31K - $34.6K
|
9.74K
$409K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.18K- 3.24% |
$46.3K - $51.6K
|
35.1K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.42KClosed |
$174K - $194K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 95.96% |
$520K - $581K
|
556
$23.4K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.9K- 11.84% |
$626K - $699K
|
118K
$4.98M
|