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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.45K+ 3.89% |
$302K - $348K
|
226K
$8.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-7.29K- 27.3% |
$260K - $300K
|
19.4K
$737K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
532New |
$19K - $21.9K
|
532
$20.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-23- 69.7% |
$821 - $946
|
10
$380
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-18.4K- 4.95% |
$655K - $755K
|
352K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-32.6K- 7.27% |
$1.16M - $1.34M
|
416K
$15.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-1.64K- 3.87% |
$58.4K - $67.3K
|
40.6K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
20.3KNew |
$723K - $833K
|
20.3K
$769K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.86K+ 187.37% |
$138K - $159K
|
5.91K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.75K- 1.47% |
$62.4K - $71.9K
|
117K
$4.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$35.7 - $41.1
|
1
$38
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.88K+ 14.83% |
$67.2K - $77.4K
|
14.6K
$553K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
43.6K+ 127.21% |
$1.55M - $1.79M
|
77.8K
$2.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.01KNew |
$35.9K - $41.4K
|
1.01K
$38.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
24.9K+ 82.38% |
$887K - $1.02M
|
55K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.39K+ 28.19% |
$121K - $139K
|
15.4K
$585K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.93K- 7.67% |
$105K - $121K
|
35.3K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
23New |
$821 - $946
|
23
$874
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.27KNew |
$45.2K - $52K
|
1.27K
$48K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
943+ 3367.86% |
$33.7K - $38.8K
|
971
$36.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.41K+ 23.07% |
$193K - $223K
|
28.9K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-289- 0.12% |
$10.3K - $11.9K
|
250K
$9.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
99.1KNew |
$3.54M - $4.08M
|
99.1K
$3.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$1.79K - $2.06K
|
50
$1.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
451+ 0.38% |
$16.1K - $18.5K
|
120K
$4.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
17.4K+ 395.45% |
$621K - $716K
|
21.8K
$828K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.15K- 15.23% |
$40.9K - $47.1K
|
6.37K
$242K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
6.49KNew |
$232K - $267K
|
6.49K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.39K- 25.65% |
$85.3K - $98.3K
|
6.92K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.58KNew |
$199K - $229K
|
5.58K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
340+ 5.78% |
$12.1K - $14K
|
6.22K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-21K- 23.25% |
$750K - $864K
|
69.3K
$2.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-485- 22.14% |
$17.3K - $19.9K
|
1.71K
$64.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.14% |
$393 - $452
|
8K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.76K+ 10.45% |
$206K - $237K
|
60.9K
$2.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.53K+ 159.87% |
$126K - $145K
|
5.74K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
123KNew |
$4.4M - $5.07M
|
123K
$4.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
57K+ 152.16% |
$2.03M - $2.34M
|
94.4K
$3.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-540- 6.86% |
$19.3K - $22.2K
|
7.33K
$278K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.33K+ 81.69% |
$190K - $219K
|
11.9K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-358- 2.57% |
$12.8K - $14.7K
|
13.6K
$515K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.12K+ 1.5% |
$147K - $170K
|
280K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.03K+ 19.85% |
$144K - $166K
|
24.3K
$924K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
741K+ 4.14% |
$26.4M - $30.5M
|
18.6M
$708M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.59K- 2.07% |
$199K - $230K
|
264K
$10M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.06K- 8.12% |
$37.7K - $43.4K
|
11.9K
$453K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 40.02% |
$466K - $537K
|
45.7K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-173- 1.53% |
$6.18K - $7.12K
|
11.1K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.34K- 0.6% |
$47.7K - $55K
|
220K
$8.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
900+ 1.67% |
$32.1K - $37K
|
54.9K
$2.08M
|