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 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-175- 31.99% |
$6.51K - $6.99K
|
372
$14.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.39KNew |
$275K - $295K
|
7.39K
$281K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.05KNew |
$225K - $242K
|
6.05K
$230K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.5K+ 33.78% |
$93K - $99.8K
|
9.9K
$376K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.71K+ 12.22% |
$63.6K - $68.2K
|
15.7K
$596K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.4K+ 20.36% |
$352K - $411K
|
61.7K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
199New |
$6.71K - $7.83K
|
199
$7.56K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.8K- 47.61% |
$330K - $386K
|
10.8K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
567New |
$19.1K - $22.3K
|
567
$21.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.1KNew |
$1.62M - $1.89M
|
48.1K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.8K+ 103.92% |
$363K - $423K
|
21.1K
$801K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$236 - $276
|
7
$266
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.36KNew |
$282K - $329K
|
8.36K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.41KNew |
$115K - $134K
|
3.41K
$130K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-168- 2.6% |
$5.66K - $6.61K
|
6.29K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.54KNew |
$85.5K - $99.8K
|
2.54K
$96.3K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
389New |
$13.1K - $15.3K
|
389
$14.8K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-200- 16.46% |
$6.74K - $7.87K
|
1.02K
$38.5K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.2K- 48.47% |
$513K - $599K
|
16.2K
$614K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.63KNew |
$54.8K - $64K
|
1.63K
$61.8K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11KNew |
$372K - $434K
|
11K
$419K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
225New |
$7.58K - $8.86K
|
225
$8.55K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
371New |
$12.5K - $14.6K
|
371
$14.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.59KNew |
$188K - $220K
|
5.59K
$212K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
127New |
$4.28K - $5K
|
127
$4.82K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.63KNew |
$190K - $221K
|
5.63K
$214K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.45KNew |
$82.6K - $96.4K
|
2.45K
$93.1K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
98+ 9800.0% |
$2.98K - $3.36K
|
99
$3.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.58KNew |
$261K - $294K
|
8.58K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.17K- 2.78% |
$35.6K - $40.1K
|
40.9K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$30.4 - $34.3
|
1
$38
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
540KNew |
$16.4M - $18.5M
|
540K
$20.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36New |
$1.1K - $1.23K
|
36
$1.37K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
79+ 1.04% |
$2.4K - $2.71K
|
7.64K
$290K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.33KNew |
$193K - $217K
|
6.33K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-898- 5.13% |
$27.3K - $30.8K
|
16.6K
$630K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
32.5KNew |
$989K - $1.11M
|
32.5K
$1.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-71- 13.5% |
$2.16K - $2.43K
|
455
$17.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-46.1KClosed |
$1.45M - $1.56M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
181New |
$5.68K - $6.12K
|
181
$6.87K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.11KNew |
$34.8K - $37.6K
|
1.11K
$42.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-134- 4.84% |
$4.2K - $4.53K
|
2.63K
$100K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
53New |
$1.66K - $1.79K
|
53
$2.01K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
16.7KNew |
$524K - $566K
|
16.7K
$635K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13KNew |
$408K - $440K
|
13K
$494K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
9+ 0.12% |
$287 - $303
|
7.8K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
386New |
$12.3K - $13K
|
386
$14.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-175- 8.88% |
$5.58K - $5.89K
|
1.8K
$68.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
128+ 1.23% |
$4.08K - $4.31K
|
10.5K
$399K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
411New |
$13.1K - $13.8K
|
411
$15.6K
|
|