Institutional Ownership Impact Shs Fds I Tr Ywca Women (WOMN)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Ywca Women (WOMN). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 499,583 shares, which have been reported (via 13F filing form) to have a value of $20.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,133
shares
|
$45,739
0.0% of portfolio
|
Q1 2025
Added 758.33%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
600
shares
|
$24,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
383
shares
|
$15,461
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
340
shares
|
$13,725
0.0% of portfolio
|
Q4 2024
Reduced 31.17%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
324
shares
|
$13,079
0.0% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
293
shares
|
$11,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
220
shares
|
$8,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
215
shares
|
$8,679
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
200
shares
|
$8,073
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
155
shares
|
$6,257
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
100
shares
|
$4,036
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|