Latest Institutional Transactions on Ishares Msci Intl Momentum Fac (IMTM)
This table provides information on the latest institutional transactions involving Ishares Msci Intl Momentum Fac (IMTM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.02K- 1.06% |
$109K - $138K
|
282K
$13M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
398+ 0.72% |
$14.3K - $18.2K
|
55.4K
$2.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
877K+ 4.88% |
$31.6M - $40.1M
|
18.8M
$870M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-60- 0.05% |
$2.16K - $2.74K
|
125K
$5.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-807- 5.78% |
$29.1K - $36.9K
|
13.2K
$609K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
9.83K+ 3.97% |
$354K - $449K
|
257K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27.2K+ 96.77% |
$979K - $1.24M
|
55.3K
$2.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45.3KNew |
$1.63M - $2.07M
|
45.3K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
4.52K+ 5.37% |
$163K - $207K
|
88.7K
$4.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-1.88K- 0.72% |
$67.5K - $85.7K
|
259K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
105KNew |
$3.78M - $4.79M
|
105K
$4.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-382- 2.41% |
$13.8K - $17.5K
|
15.5K
$715K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4.75K- 2.14% |
$171K - $217K
|
217K
$10M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
270K+ 22.52% |
$9.72M - $12.3M
|
1.47M
$67.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.9K+ 132.23% |
$391K - $496K
|
19.1K
$881K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.2K+ 208.15% |
$583K - $740K
|
24K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.88KNew |
$176K - $223K
|
4.88K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
29+ 1.15% |
$1.04K - $1.33K
|
2.54K
$118K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.21KNew |
$188K - $238K
|
5.21K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.64K- 2.52% |
$59K - $74.8K
|
63.4K
$2.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15.7K+ 98.43% |
$565K - $717K
|
31.6K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.08K- 5.85% |
$327K - $415K
|
146K
$6.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-898- 1.32% |
$32.3K - $41K
|
67.3K
$3.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
14.8K+ 3.4% |
$533K - $677K
|
450K
$20.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
16+ 0.87% |
$576 - $731
|
1.85K
$85.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.2KNew |
$692K - $878K
|
19.2K
$889K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.9KNew |
$645K - $818K
|
17.9K
$828K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
46+ 0.24% |
$1.66K - $2.1K
|
19.2K
$889K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.13KNew |
$185K - $235K
|
5.13K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-513- 0.61% |
$18.5K - $23.4K
|
83.7K
$3.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-738- 0.34% |
$26.6K - $33.7K
|
213K
$9.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.4KNew |
$374K - $474K
|
10.4K
$480K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.71K+ 48.06% |
$170K - $215K
|
14.5K
$671K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
145+ 0.17% |
$5.22K - $6.63K
|
85.4K
$3.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-550- 9.51% |
$19.8K - $25.1K
|
5.23K
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
46.5K+ 13.56% |
$1.67M - $2.12M
|
389K
$18M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.33K+ 2.71% |
$48K - $61K
|
50.6K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.2KNew |
$438K - $556K
|
12.2K
$563K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
117+ 0.22% |
$4.21K - $5.35K
|
52.7K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16K+ 4.49% |
$577K - $732K
|
373K
$17.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
9.04K+ 3.95% |
$326K - $413K
|
238K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.92K+ 0.97% |
$141K - $179K
|
407K
$18.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
65.1K+ 228.21% |
$2.34M - $2.97M
|
93.6K
$4.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-63- 1.06% |
$2.27K - $2.88K
|
5.91K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 15.78% |
$49.9K - $63.3K
|
10.2K
$470K
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-6.82K- 31.91% |
$246K - $312K
|
14.6K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.9KNew |
$1.04M - $1.32M
|
28.9K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-545- 1.42% |
$19.6K - $24.9K
|
37.9K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.99KNew |
$180K - $228K
|
4.99K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-629- 1.13% |
$22.7K - $28.7K
|
54.8K
$2.53M
|