Meredith Wealth Planning Ishares Msci Intl Momentum Fac Transaction History

Meredith Wealth Planning

$227 Billion
Q1 2025

A detailed history of Meredith Wealth Planning transactions in Ishares Msci Intl Momentum Fac stock. As of the latest transaction made, Meredith Wealth Planning holds 228,883 shares of IMTM stock, worth $10.2 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares

228,883

Previous 230,933 0.89%

Holding current value

$10.2 Million

Previous $8.64 Billion 5.84%

% of portfolio

4.03%

Previous 3.85%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$37.06 - $41.11 $75,973 - $84,275	-2,050 Reduced 0.89%	228,883 $9.14 Billion
Q4 2024 Jan 31, 2025	BUY	$37.33 - $40.39 $400,177 - $432,980	10,720 Added 4.87%	230,933 $8.64 Billion
Q3 2024 Oct 18, 2024	SELL	$35.7 - $41.13 $47,730 - $54,990	-1,337 Reduced 0.6%	220,213 $8.89 Billion
Q2 2024 Jul 24, 2024	SELL	$37.21 - $39.92 $3,348 - $3,592	-90 Reduced 0.04%	221,550 $8.57 Billion
Q1 2024 Apr 23, 2024	BUY	$33.71 - $39.36 $6,438 - $7,517	191 Added 0.09%	221,640 $8.69 Billion
Q4 2023 Jan 25, 2024	SELL	$30.44 - $34.29 $1.9 Million - $2.14 Million	-62,299 Reduced 21.96%	221,449 $7.59 Billion
Q3 2023 Oct 16, 2023	BUY	$31.37 - $33.83 $117,982 - $127,234	3,761 Added 1.34%	283,748 $8.93 Billion
Q2 2023 Jul 14, 2023	SELL	$31.87 - $33.65 $511,513 - $540,082	-16,050 Reduced 5.42%	279,987 $9.3 Billion
Q1 2023 Apr 24, 2023	BUY	$30.32 - $32.56 $8,368 - $8,986	276 Added 0.09%	296,037 $9.57 Billion
Q4 2022 Feb 01, 2023	BUY	$26.9 - $31.76 $7.96 Million - $9.39 Million	295,761 New	295,761 $9.12 Billion

Others Institutions Holding IMTM

# of Institutions

183

Shares Held

72.7M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI INTL MOMENTUM FAC

Ticker IMTM
Sector ETFs
Industry ETFs

More about IMTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.

Account

Meredith Wealth Planning Ishares Msci Intl Momentum Fac Transaction History