Purchases and Sales Made in Q1 2023 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI INTL MOMENTUM FAC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
900K+ 7.59% |
$27.3M - $29.3M
|
12.8M
$485M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
884K+ 7.51% |
$26.8M - $28.8M
|
12.7M
$481M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
93.4K+ 46.15% |
$2.83M - $3.04M
|
296K
$11.2M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
58.2K+ 16.08% |
$1.77M - $1.9M
|
420K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
51.5K+ 17.06% |
$1.56M - $1.68M
|
354K
$13.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.5K+ 9.55% |
$956K - $1.03M
|
362K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.7K+ 15.37% |
$871K - $936K
|
216K
$8.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
27.7K+ 130.73% |
$841K - $903K
|
48.9K
$1.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
24.8K+ 155.97% |
$752K - $808K
|
40.7K
$1.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
23.8K+ 64.67% |
$720K - $774K
|
60.5K
$2.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
22.1K+ 7.31% |
$669K - $719K
|
324K
$12.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
19.6K+ 2.75% |
$596K - $640K
|
734K
$27.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
19.5K+ 3.94% |
$592K - $636K
|
515K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 7.81% |
$468K - $503K
|
213K
$8.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.4K+ 38.52% |
$466K - $500K
|
55.3K
$2.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
14.6K+ 5.57% |
$444K - $476K
|
277K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.6KNew |
$352K - $378K
|
11.6K
$441K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
11.5K+ 128.46% |
$350K - $375K
|
20.5K
$779K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
10K+ 6.17% |
$304K - $327K
|
173K
$6.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.56KNew |
$260K - $279K
|
8.56K
$325K
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
8.21K+ 21.93% |
$249K - $267K
|
45.6K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
7.87KNew |
$239K - $256K
|
7.87K
$299K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.4KNew |
$224K - $241K
|
7.4K
$281K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.09KNew |
$215K - $231K
|
7.09K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.82KNew |
$207K - $222K
|
6.82K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.72K+ 3.56% |
$204K - $219K
|
195K
$7.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.24KNew |
$189K - $203K
|
6.24K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.72K+ 27.12% |
$173K - $186K
|
26.8K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.03K+ 17.23% |
$153K - $164K
|
34.2K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.99KNew |
$151K - $162K
|
4.99K
$189K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.97K+ 4.18% |
$151K - $162K
|
124K
$4.7M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.47K+ 27.95% |
$136K - $146K
|
20.5K
$778K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
4.28K+ 4.24% |
$130K - $139K
|
105K
$3.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
3.59K+ 0.98% |
$109K - $117K
|
369K
$14M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.92K+ 1.0% |
$88.6K - $95.2K
|
294K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.97KNew |
$59.7K - $64.1K
|
1.97K
$74.8K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.54K+ 23.63% |
$46.8K - $50.3K
|
8.08K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 4.78% |
$35.1K - $37.7K
|
25.4K
$965K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
943+ 4.8% |
$28.6K - $30.7K
|
20.6K
$782K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
829+ 11.91% |
$25.1K - $27K
|
7.79K
$296K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
795+ 0.19% |
$24.1K - $25.9K
|
422K
$16M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
763+ 7.94% |
$23.1K - $24.8K
|
10.4K
$394K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
705+ 4.49% |
$21.4K - $23K
|
16.4K
$623K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
585+ 0.59% |
$17.7K - $19K
|
100K
$3.8M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
429New |
$13K - $14K
|
429
$16.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
276+ 0.09% |
$8.37K - $8.99K
|
296K
$11.2M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
81+ 0.07% |
$2.46K - $2.64K
|
123K
$4.67M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
23+ 92.0% |
$697 - $749
|
48
$1.82K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 6.25% |
$152 - $163
|
85
$3.23K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.25% |
$30.3 - $32.6
|
408
$15.5K
|