Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.7KNew |
$410K - $474K
|
15.7K
$635K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 120.29% |
$315K - $364K
|
22.1K
$892K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.77KNew |
$124K - $144K
|
4.77K
$193K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.78K+ 306.81% |
$98.5K - $114K
|
5.02K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.45KNew |
$63.9K - $73.9K
|
2.45K
$99K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 34.42% |
$31.9K - $36.9K
|
4.79K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
651New |
$17K - $19.6K
|
651
$26.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
318+ 37.46% |
$8.28K - $9.58K
|
1.17K
$47.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$1.95K - $2.26K
|
75
$3.03K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12+ 0.69% |
$313 - $361
|
1.75K
$70.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11+ 7.64% |
$287 - $331
|
155
$6.26K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.31% |
$26.1 - $30.1
|
325
$13.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1New |
$26.1 - $30.1
|
1
$40.4
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.34% |
$26.1 - $30.1
|
296
$11.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-592- 70.56% |
$15.4K - $17.8K
|
247
$9.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.16K- 8.19% |
$30.3K - $35.1K
|
13K
$527K
|