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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.59KNew |
$188K - $220K
|
5.59K
$230K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
127New |
$4.28K - $5K
|
127
$5.22K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.63KNew |
$190K - $221K
|
5.63K
$231K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.45KNew |
$82.6K - $96.4K
|
2.45K
$101K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
98+ 9800.0% |
$2.98K - $3.36K
|
99
$4.07K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.17K- 2.78% |
$35.6K - $40.1K
|
40.9K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$30.4 - $34.3
|
1
$41.1
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
540KNew |
$16.4M - $18.5M
|
540K
$22.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36New |
$1.1K - $1.23K
|
36
$1.48K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
79+ 1.04% |
$2.4K - $2.71K
|
7.64K
$314K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.33KNew |
$193K - $217K
|
6.33K
$260K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-898- 5.13% |
$27.3K - $30.8K
|
16.6K
$682K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
32.5KNew |
$989K - $1.11M
|
32.5K
$1.33M
|
|
| 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
$7.44K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.11KNew |
$34.8K - $37.6K
|
1.11K
$45.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-134- 4.84% |
$4.2K - $4.53K
|
2.63K
$108K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
53New |
$1.66K - $1.79K
|
53
$2.18K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
16.7KNew |
$524K - $566K
|
16.7K
$687K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13KNew |
$408K - $440K
|
13K
$534K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
9+ 0.12% |
$287 - $303
|
7.8K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
386New |
$12.3K - $13K
|
386
$15.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-175- 8.88% |
$5.58K - $5.89K
|
1.8K
$73.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
128+ 1.23% |
$4.08K - $4.31K
|
10.5K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
411New |
$13.1K - $13.8K
|
411
$16.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
426+ 5.76% |
$13.6K - $14.3K
|
7.83K
$322K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
22+ 13.92% |
$701 - $740
|
180
$7.4K
|
|
| 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
$75.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17K- 69.47% |
$516K - $554K
|
7.48K
$307K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.01K- 71.28% |
$30.5K - $32.7K
|
405
$16.6K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
210New |
$5.65K - $6.67K
|
210
$8.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 0.06% |
$269 - $318
|
16.1K
$663K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
86New |
$2.31K - $2.73K
|
86
$3.53K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
19.1KNew |
$514K - $607K
|
19.1K
$785K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-154K- 95.77% |
$4.15M - $4.9M
|
6.82K
$280K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.22K- 10.97% |
$59.6K - $70.4K
|
18K
$739K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-100- 25.0% |
$2.69K - $3.18K
|
300
$12.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-10.6K- 83.5% |
$286K - $337K
|
2.1K
$86.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.24KNew |
$33.1K - $38.7K
|
1.24K
$51.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-292- 1.43% |
$7.77K - $9.08K
|
20.1K
$825K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$133 - $155
|
5
$205
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-32.9K- 55.88% |
$876K - $1.02M
|
26K
$1.07M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 1.54% |
$294 - $359
|
660
$27.1K
|
|
|
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
$3.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
754New |
$22.2K - $27.1K
|
754
$31K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
12.4KNew |
$365K - $446K
|
12.4K
$510K
|
|