Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
BUY
|
- |
39KNew |
$1.32M - $1.55M
|
39K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
25.7KNew |
$866K - $1.02M
|
25.7K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.55KNew |
$187K - $220K
|
5.55K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 15.48% |
$39.5K - $46.5K
|
8.75K
$353K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
250+ 1.39% |
$8.43K - $9.92K
|
18.2K
$735K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
219+ 0.25% |
$7.38K - $8.69K
|
86.4K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
215New |
$7.25K - $8.53K
|
215
$8.68K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
176+ 12.88% |
$5.93K - $6.98K
|
1.54K
$62.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150+ 1.36% |
$5.06K - $5.95K
|
11.1K
$450K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.26% |
$33.7 - $39.7
|
383
$15.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13- 0.05% |
$438 - $516
|
25.5K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 0.19% |
$674 - $793
|
10.7K
$432K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-103- 4.1% |
$3.47K - $4.08K
|
2.41K
$97.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-132- 2.23% |
$4.45K - $5.24K
|
5.79K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-269- 16.45% |
$9.07K - $10.7K
|
1.37K
$55.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-317- 1.43% |
$10.7K - $12.6K
|
21.8K
$881K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-395- 3.94% |
$13.3K - $15.7K
|
9.64K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-403- 3.01% |
$13.6K - $16K
|
13K
$524K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-14.8K- 39.76% |
$498K - $586K
|
22.4K
$904K
|