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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
426+ 5.76% |
$13.6K - $14.3K
|
7.83K
$310K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
22+ 13.92% |
$701 - $740
|
180
$7.12K
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-300- 3.52% |
$9.56K - $10.1K
|
8.22K
$325K
|
|
Q1 2023 | |||||||
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-76Closed |
$2.3K - $2.47K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-106- 5.44% |
$3.21K - $3.45K
|
1.84K
$72.9K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17K- 69.47% |
$516K - $554K
|
7.48K
$296K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.54K+ 23.63% |
$46.8K - $50.3K
|
8.08K
$320K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.01K- 71.28% |
$30.5K - $32.7K
|
405
$16K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
23+ 92.0% |
$697 - $749
|
48
$1.9K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 6.25% |
$152 - $163
|
85
$3.36K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
210New |
$6.11K - $6.67K
|
210
$8.31K
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 0.06% |
$291 - $318
|
16.1K
$638K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
86New |
$2.5K - $2.73K
|
86
$3.4K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
19.1KNew |
$556K - $607K
|
19.1K
$756K
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7.4KNew |
$215K - $235K
|
7.4K
$293K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 71.62% |
$30.7K - $33.5K
|
418
$16.5K
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-154K- 95.77% |
$4.49M - $4.9M
|
6.82K
$270K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.22K- 10.97% |
$64.5K - $70.4K
|
18K
$712K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-100- 25.0% |
$2.91K - $3.18K
|
300
$11.9K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-10.6K- 83.5% |
$309K - $337K
|
2.1K
$83.1K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.24KNew |
$33.7K - $38.7K
|
1.24K
$49.2K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-292- 1.43% |
$7.91K - $9.08K
|
20.1K
$794K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$135 - $155
|
5
$198
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-32.9K- 55.88% |
$892K - $1.02M
|
26K
$1.03M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4New |
$108 - $124
|
4
$158
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 11.11% |
$650 - $746
|
192
$7.6K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 1.54% |
$294 - $359
|
660
$26.1K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
89.3K+ 159.85% |
$2.63M - $3.21M
|
145K
$5.74M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-198Closed |
$5.83K - $7.11K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$370K - $452K
|
12.6K
$498K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
491New |
$14.4K - $17.6K
|
491
$19.4K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.5KClosed |
$308K - $376K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1Closed |
$29.4 - $35.9
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.51KClosed |
$73.7K - $90K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.5K+ 11.39% |
$221K - $269K
|
73.3K
$2.9M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
12.4KNew |
$365K - $446K
|
12.4K
$491K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
754New |
$22.2K - $27.1K
|
754
$29.8K
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
36.2KNew |
$1.07M - $1.3M
|
36.2K
$1.43M
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-10.3KClosed |
$303K - $370K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
12.8KNew |
$376K - $459K
|
12.8K
$505K
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
87+ 0.84% |
$2.56K - $3.13K
|
10.4K
$412K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
20New |
$588 - $719
|
20
$791
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
547New |
$16.1K - $19.7K
|
547
$21.6K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-115Closed |
$3.38K - $4.13K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-121KClosed |
$3.56M - $4.34M
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.9KNew |
$55.8K - $68.1K
|
1.9K
$75K
|
|
Q1 2022 | |||||||
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$31.9 - $38.3
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-32Closed |
$1.02K - $1.23K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
237New |
$7.56K - $9.09K
|
237
$9.38K
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.21KClosed |
$262K - $315K
|
0
$0
|