Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of IMPACT SHS FDS I TR YWCA WOMEN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.51K+ 318.81% |
$169K - $184K
|
5.92K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.42K+ 51.8% |
$128K - $140K
|
10K
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.28KNew |
$123K - $134K
|
3.28K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1K+ 758.33% |
$37.5K - $40.9K
|
1.13K
$44.1K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
625+ 2.9% |
$23.4K - $25.6K
|
22.1K
$861K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
293New |
$11K - $12K
|
293
$11.4K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
254+ 23.18% |
$9.51K - $10.4K
|
1.35K
$52.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
227+ 0.26% |
$8.5K - $9.28K
|
86.1K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33New |
$1.24K - $1.35K
|
33
$1.28K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11+ 0.16% |
$412 - $450
|
6.74K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.26% |
$37.5 - $40.9
|
382
$14.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-132- 0.51% |
$4.94K - $5.4K
|
25.5K
$992K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-470- 22.33% |
$17.6K - $19.2K
|
1.64K
$63.6K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-774- 6.74% |
$29K - $31.6K
|
10.7K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.43K- 3.69% |
$53.4K - $58.3K
|
37.2K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.62KClosed |
$173K - $189K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11K- 45.1% |
$411K - $449K
|
13.4K
$520K
|