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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
13.3K+ 8.94% |
$494K - $548K
|
163K
$7.52M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
22New |
$815 - $904
|
22
$1.02K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 79.58% |
$80.3K - $89.1K
|
556
$25.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-154- 0.77% |
$5.71K - $6.33K
|
19.9K
$921K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
58New |
$2.15K - $2.38K
|
58
$2.68K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
21+ 0.33% |
$778 - $863
|
6.38K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-165- 2.93% |
$6.11K - $6.78K
|
5.46K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-932- 50.0% |
$34.5K - $38.3K
|
932
$43.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-329Closed |
$12.2K - $13.5K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.26KNew |
$83.8K - $92.9K
|
2.26K
$105K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
112+ 1.24% |
$4.15K - $4.6K
|
9.16K
$423K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
427New |
$15.8K - $17.6K
|
427
$19.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
200+ 8.16% |
$7.41K - $8.22K
|
2.65K
$123K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
213K+ 89.08% |
$7.95M - $8.6M
|
452K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
83.5KNew |
$3.12M - $3.37M
|
83.5K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
193New |
$7.2K - $7.8K
|
193
$8.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
242New |
$9.03K - $9.77K
|
242
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.45K- 18.86% |
$53.9K - $58.4K
|
6.22K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.26KNew |
$84.5K - $91.4K
|
2.26K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7.3K+ 207.12% |
$273K - $295K
|
10.8K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103KNew |
$3.85M - $4.16M
|
103K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
102K+ 842.1% |
$3.82M - $4.13M
|
115K
$5.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21+ 0.55% |
$784 - $848
|
3.82K
$176K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
44New |
$1.64K - $1.78K
|
44
$2.03K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6.63K+ 29.65% |
$247K - $268K
|
29K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.4KNew |
$1.47M - $1.59M
|
39.4K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14KNew |
$524K - $567K
|
14K
$649K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.94K+ 190.94% |
$72.3K - $78.3K
|
2.95K
$137K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.75K+ 14.73% |
$65.3K - $70.6K
|
13.6K
$630K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.22% |
$112 - $121
|
1.38K
$63.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
152New |
$5.67K - $6.14K
|
152
$7.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
212New |
$7.91K - $8.56K
|
212
$9.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.52KNew |
$243K - $263K
|
6.52K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-28- 2.88% |
$1.05K - $1.13K
|
943
$43.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
198New |
$7.39K - $8K
|
198
$9.16K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
484New |
$18.1K - $19.5K
|
484
$22.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-888- 12.12% |
$33.1K - $35.9K
|
6.44K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
128New |
$4.78K - $5.17K
|
128
$5.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
215New |
$8.03K - $8.68K
|
215
$9.94K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8KNew |
$286K - $329K
|
8K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.12KNew |
$75.5K - $87K
|
2.12K
$97.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.04K+ 4.42% |
$72.7K - $83.8K
|
48.2K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.53K+ 4.26% |
$54.7K - $63K
|
37.5K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.92K- 74.62% |
$104K - $120K
|
994
$46K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03KNew |
$36.6K - $42.2K
|
1.03K
$47.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-23- 69.7% |
$821 - $946
|
10
$462
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-1.64K- 3.87% |
$58.4K - $67.3K
|
40.6K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.88K+ 14.83% |
$67.2K - $77.4K
|
14.6K
$674K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$35.7 - $41.1
|
1
$46.2
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.93K- 7.67% |
$105K - $121K
|
35.3K
$1.63M
|
|