Purchases and Sales Made in Q1 2024 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q1 2024. 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 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.41KNew |
$115K - $134K
|
3.41K
$130K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
3.09K+ 1.52% |
$104K - $122K
|
206K
$7.81M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.9K+ 1.17% |
$97.6K - $114K
|
251K
$9.52M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.63K+ 389.93% |
$88.7K - $104K
|
3.31K
$126K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.54KNew |
$85.5K - $99.8K
|
2.54K
$96.3K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.45KNew |
$82.6K - $96.4K
|
2.45K
$93.1K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.13K+ 0.58% |
$71.9K - $84K
|
371K
$14.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.81K+ 8.05% |
$60.9K - $71.2K
|
24.3K
$922K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.67K+ 6.77% |
$56.2K - $65.6K
|
26.3K
$998K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.63KNew |
$54.8K - $64K
|
1.63K
$61.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.58K+ 21.24% |
$53.4K - $62.3K
|
9.04K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.37K+ 3.03% |
$46.1K - $53.8K
|
46.5K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.28K+ 0.24% |
$43.2K - $50.4K
|
541K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
994New |
$33.5K - $39.1K
|
994
$37.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
909+ 1.34% |
$30.6K - $35.8K
|
68.6K
$2.61M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
729New |
$24.6K - $28.7K
|
729
$27.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
631+ 147.43% |
$21.3K - $24.8K
|
1.06K
$40.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
599+ 6.01% |
$20.2K - $23.6K
|
10.6K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
567New |
$19.1K - $22.3K
|
567
$21.5K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
491New |
$16.6K - $19.3K
|
491
$18.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
462+ 0.85% |
$15.6K - $18.2K
|
55.1K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
389New |
$13.1K - $15.3K
|
389
$14.8K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
371New |
$12.5K - $14.6K
|
371
$14.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
291+ 0.32% |
$9.81K - $11.5K
|
91.3K
$3.47M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
247+ 882.14% |
$8.33K - $9.72K
|
275
$10.4K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
241New |
$8.12K - $9.49K
|
241
$9.15K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
225New |
$7.58K - $8.86K
|
225
$8.55K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
199New |
$6.71K - $7.83K
|
199
$7.56K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
191+ 0.09% |
$6.44K - $7.52K
|
222K
$8.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
127New |
$4.28K - $5K
|
127
$4.82K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
95+ 0.04% |
$3.2K - $3.74K
|
251K
$9.53M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
89New |
$3K - $3.5K
|
89
$3.38K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
63+ 13.64% |
$2.12K - $2.48K
|
525
$19.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
38+ 0.19% |
$1.28K - $1.5K
|
20.2K
$768K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 7.28% |
$775 - $905
|
339
$12.9K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$236 - $276
|
7
$266
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.05% |
$33.7 - $39.4
|
2.18K
$82.6K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-31- 1.87% |
$1.05K - $1.22K
|
1.63K
$61.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44- 5.01% |
$1.48K - $1.73K
|
834
$31.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-63- 1.02% |
$2.12K - $2.48K
|
6.13K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-136- 1.07% |
$4.58K - $5.35K
|
12.5K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-168- 2.6% |
$5.66K - $6.61K
|
6.29K
$239K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-200- 16.46% |
$6.74K - $7.87K
|
1.02K
$38.5K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-204- 2.16% |
$6.88K - $8.03K
|
9.24K
$351K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-242- 1.05% |
$8.16K - $9.53K
|
22.8K
$865K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-337- 7.62% |
$11.4K - $13.3K
|
4.09K
$155K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-429- 1.03% |
$14.5K - $16.9K
|
41.3K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-862- 3.94% |
$29.1K - $33.9K
|
21K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.19K- 11.88% |
$40K - $46.7K
|
8.81K
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.26K- 1.46% |
$42.5K - $49.6K
|
85K
$3.23M
|