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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 187.31% |
$455K - $524K
|
19.5K
$742K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.76K- 2.08% |
$62.8K - $72.4K
|
83K
$3.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.12K- 17.15% |
$40K - $46.1K
|
5.41K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
653New |
$23.3K - $26.9K
|
653
$24.8K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.57K- 5.99% |
$56.2K - $64.7K
|
24.7K
$939K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.92K- 4.72% |
$68.6K - $79K
|
38.8K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16K+ 4.36% |
$570K - $657K
|
382K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.8K- 97.19% |
$528K - $608K
|
427
$16.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-20.1K- 7.77% |
$719K - $828K
|
239K
$9.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.34K- 0.81% |
$83.4K - $96.1K
|
286K
$10.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
90+ 0.13% |
$3.21K - $3.7K
|
69.4K
$2.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
669+ 9.57% |
$23.9K - $27.5K
|
7.66K
$291K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-449- 4.99% |
$16K - $18.5K
|
8.55K
$325K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
27.2K+ 3.23% |
$969K - $1.12M
|
868K
$33M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
982+ 0.29% |
$35.1K - $40.4K
|
339K
$12.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
713+ 2.69% |
$25.5K - $29.3K
|
27.2K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-921Closed |
$32.9K - $37.9K
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.15K+ 2.42% |
$41.2K - $47.5K
|
48.8K
$1.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.7K+ 95.31% |
$595K - $685K
|
34.2K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-417- 83.07% |
$14.9K - $17.2K
|
85
$3.23K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-11.6K- 29.6% |
$415K - $478K
|
27.6K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
2.09K+ 2.75% |
$74.4K - $85.8K
|
77.9K
$2.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-411- 56.38% |
$14.7K - $16.9K
|
318
$12.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-33.6K- 9.96% |
$1.2M - $1.38M
|
304K
$11.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.2K+ 3.84% |
$721K - $830K
|
546K
$20.7M
|
|
| Q2 2024 | |||||||
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-11.3K- 50.4% |
$420K - $450K
|
11.1K
$422K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.52KNew |
$93.6K - $100K
|
2.52K
$95.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-75.6K- 44.93% |
$2.81M - $3.02M
|
92.7K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-105K- 75.68% |
$3.91M - $4.2M
|
33.8K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
73New |
$2.72K - $2.91K
|
73
$2.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
74.1KNew |
$2.76M - $2.96M
|
74.1K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
350New |
$13K - $14K
|
350
$13.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.92K+ 0.57% |
$220K - $236K
|
1.05M
$39.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.99K+ 7.53% |
$186K - $199K
|
71.2K
$2.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
119New |
$4.43K - $4.75K
|
119
$4.52K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.46K- 23.31% |
$203K - $218K
|
18K
$683K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.86K - $2K
|
50
$1.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.22% |
$112 - $120
|
1.38K
$52.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$1.53K - $1.64K
|
41
$1.56K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
496+ 5.63% |
$18.5K - $19.8K
|
9.3K
$353K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.22K- 24.87% |
$120K - $129K
|
9.74K
$370K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 17.05% |
$376K - $404K
|
49.2K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.97% |
$37.2 - $39.9
|
104
$3.95K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-150- 44.25% |
$5.58K - $5.99K
|
189
$7.18K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
199New |
$7.4K - $7.94K
|
199
$7.56K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.1K- 5.78% |
$1.01M - $1.08M
|
442K
$16.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
390New |
$14.5K - $15.6K
|
390
$14.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5K- 85.71% |
$55.8K - $59.9K
|
250
$9.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41New |
$1.53K - $1.64K
|
41
$1.56K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-93.1K- 21.6% |
$3.46M - $3.72M
|
338K
$12.8M
|
|