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 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.93K- 7.67% |
$105K - $121K
|
35.3K
$1.63M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
23New |
$821 - $946
|
23
$1.06K
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
6.49KNew |
$232K - $267K
|
6.49K
$300K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$1.79K - $2.06K
|
50
$2.31K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-173- 1.53% |
$6.18K - $7.12K
|
11.1K
$513K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
653New |
$23.3K - $26.9K
|
653
$30.2K
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.57K- 5.99% |
$56.2K - $64.7K
|
24.7K
$1.14M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-417- 83.07% |
$14.9K - $17.2K
|
85
$3.93K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-411- 56.38% |
$14.7K - $16.9K
|
318
$14.7K
|
|
Q2 2024 | |||||||
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-9.52K- 8.11% |
$354K - $380K
|
108K
$4.99M
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.65K- 18.25% |
$61.4K - $65.9K
|
7.39K
$342K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.52KNew |
$93.6K - $100K
|
2.52K
$116K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
350New |
$13K - $14K
|
350
$16.2K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
74.1KNew |
$2.76M - $2.96M
|
74.1K
$3.42M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-105K- 75.68% |
$3.91M - $4.2M
|
33.8K
$1.56M
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-75.6K- 44.93% |
$2.81M - $3.02M
|
92.7K
$4.28M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.92K+ 0.57% |
$220K - $236K
|
1.05M
$48.6M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.46K- 23.31% |
$203K - $218K
|
18K
$831K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
119New |
$4.43K - $4.75K
|
119
$5.5K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.86K - $2K
|
50
$2.31K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$1.53K - $1.64K
|
41
$1.9K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
496+ 5.63% |
$18.5K - $19.8K
|
9.3K
$430K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.22K- 24.87% |
$120K - $129K
|
9.74K
$450K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-150- 44.25% |
$5.58K - $5.99K
|
189
$8.74K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
199New |
$7.4K - $7.94K
|
199
$9.2K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5K- 85.71% |
$55.8K - $59.9K
|
250
$11.6K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41New |
$1.53K - $1.64K
|
41
$1.9K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-93.1K- 21.6% |
$3.46M - $3.72M
|
338K
$15.6M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-175- 31.99% |
$6.51K - $6.99K
|
372
$17.2K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.39KNew |
$275K - $295K
|
7.39K
$342K
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.05KNew |
$225K - $242K
|
6.05K
$280K
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.5K+ 33.78% |
$93K - $99.8K
|
9.9K
$458K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.8K- 47.61% |
$330K - $386K
|
10.8K
$499K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
567New |
$19.1K - $22.3K
|
567
$26.2K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
199New |
$6.71K - $7.83K
|
199
$9.2K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.8K+ 103.92% |
$363K - $423K
|
21.1K
$976K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.1KNew |
$1.62M - $1.89M
|
48.1K
$2.22M
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$236 - $276
|
7
$324
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.36KNew |
$282K - $329K
|
8.36K
$387K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.41KNew |
$115K - $134K
|
3.41K
$158K
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-168- 2.6% |
$5.66K - $6.61K
|
6.29K
$291K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.54KNew |
$85.5K - $99.8K
|
2.54K
$117K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
389New |
$13.1K - $15.3K
|
389
$18K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.63KNew |
$54.8K - $64K
|
1.63K
$75.2K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11KNew |
$372K - $434K
|
11K
$510K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
225New |
$7.58K - $8.86K
|
225
$10.4K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
371New |
$12.5K - $14.6K
|
371
$17.2K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.59KNew |
$188K - $220K
|
5.59K
$258K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
127New |
$4.28K - $5K
|
127
$5.87K
|
|
Q4 2023 | |||||||
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
98+ 9800.0% |
$2.98K - $3.36K
|
99
$4.58K
|