Dopkins Wealth Management, LLC Ishares Msci Intl Momentum Fac Transaction History

Dopkins Wealth Management, LLC

  • $190 Million
  • Q1 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Msci Intl Momentum Fac stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 52,578 shares of IMTM stock, worth $2.23 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
52,578
Previous 41,889 25.52%
Holding current value
$2.23 Million
Previous $1.57 Million 34.04%
% of portfolio
1.11%
Previous 0.83%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$37.06 - $41.11 $396,134 - $439,424
10,689 Added 25.52%
52,578 $2.1 Million
Q4 2024

Feb 10, 2025
BUY
$37.33 - $40.39 $839,663 - $908,492
22,493 Added 115.97%
41,889 $1.57 Million
Q3 2024

Nov 06, 2024
SELL
$35.7 - $41.13 $260,074 - $299,632
-7,285 Reduced 27.3%
19,396 $783,000
Q2 2024

Jul 30, 2024
BUY
$37.21 - $39.92 $15,442 - $16,566
415 Added 1.58%
26,681 $1.03 Million
Q1 2024

May 03, 2024
BUY
$33.71 - $39.36 $56,160 - $65,573
1,666 Added 6.77%
26,266 $1.03 Million
Q4 2023

Jan 25, 2024
BUY
$30.44 - $34.29 $182 - $205
6 Added 0.02%
24,600 $843,000
Q3 2023

Nov 13, 2023
BUY
$31.37 - $33.83 $19,668 - $21,211
627 Added 2.62%
24,594 $774,000
Q2 2023

Aug 07, 2023
BUY
$31.87 - $33.65 $305,633 - $322,703
9,590 Added 66.7%
23,967 $795,000
Q1 2023

May 05, 2023
SELL
$30.32 - $32.56 $28,591 - $30,704
-943 Reduced 6.16%
14,377 $464,000
Q4 2022

Feb 07, 2023
BUY
$26.9 - $31.76 $412,108 - $486,563
15,320 New
15,320 $472,000

Others Institutions Holding IMTM

# of Institutions
180
Shares Held
70.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI INTL MOMENTUM FAC

IMTM Quotes by TradingView
  • Ticker IMTM
  • Sector ETFs
  • Industry ETFs
More about IMTM
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