Purchases and Sales Made in Q1 2025 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q1 2025. 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 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.43K+ 2.82% |
$127K - $141K
|
125K
$5.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.28K+ 1.56% |
$122K - $135K
|
214K
$9.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.89K+ 1.03% |
$107K - $119K
|
284K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.64K+ 5.78% |
$97.9K - $109K
|
48.4K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.52K+ 4.81% |
$93.5K - $104K
|
55K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.52K+ 0.43% |
$93.5K - $104K
|
596K
$27M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.26KNew |
$83.8K - $92.9K
|
2.26K
$102K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
2.17K+ 2.65% |
$80.5K - $89.3K
|
84.2K
$3.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.86KNew |
$69.1K - $76.6K
|
1.86K
$84.5K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.75KNew |
$64.9K - $72K
|
1.75K
$79.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.59K+ 7.49% |
$58.8K - $65.2K
|
22.8K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.2K+ 32.91% |
$44.4K - $49.2K
|
4.83K
$219K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.06K+ 11.31% |
$39.1K - $43.4K
|
10.4K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
992+ 11.91% |
$36.8K - $40.8K
|
9.32K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
909New |
$33.7K - $37.4K
|
909
$41.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
654+ 66.26% |
$24.2K - $26.9K
|
1.64K
$74.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
609+ 4.56% |
$22.6K - $25K
|
14K
$633K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
588New |
$21.8K - $24.2K
|
588
$26.6K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
550New |
$20.4K - $22.6K
|
550
$24.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
427New |
$15.8K - $17.6K
|
427
$19.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
404+ 5.18% |
$15K - $16.6K
|
8.21K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
296+ 2.49% |
$11K - $12.2K
|
12.2K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
290+ 0.38% |
$10.7K - $11.9K
|
76.9K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
215New |
$7.97K - $8.84K
|
215
$9.74K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
200+ 8.16% |
$7.41K - $8.22K
|
2.65K
$120K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
164New |
$6.08K - $6.74K
|
164
$7.43K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
112+ 1.24% |
$4.15K - $4.6K
|
9.16K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
84+ 10.07% |
$3.11K - $3.45K
|
918
$41.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
58New |
$2.15K - $2.38K
|
58
$2.63K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
53New |
$1.96K - $2.18K
|
53
$2.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
40+ 2.1% |
$1.48K - $1.64K
|
1.95K
$88.2K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
22New |
$815 - $904
|
22
$997
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
21+ 0.33% |
$778 - $863
|
6.38K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
8New |
$296 - $329
|
8
$363
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.18% |
$37.1 - $41.1
|
563
$25.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27- 5.08% |
$1K - $1.11K
|
505
$22.9K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-36- 0.27% |
$1.33K - $1.48K
|
13.1K
$592K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-83- 0.22% |
$3.08K - $3.41K
|
38.4K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-97- 4.76% |
$3.59K - $3.99K
|
1.94K
$88K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-141- 0.52% |
$5.23K - $5.8K
|
27.2K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-154- 0.77% |
$5.71K - $6.33K
|
19.9K
$903K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-165- 2.93% |
$6.11K - $6.78K
|
5.46K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-178- 1.43% |
$6.6K - $7.32K
|
12.3K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-200- 0.72% |
$7.41K - $8.22K
|
27.7K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-201- 1.22% |
$7.45K - $8.26K
|
16.3K
$738K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-329Closed |
$12.2K - $13.5K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-363- 3.83% |
$13.5K - $14.9K
|
9.12K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-453- 0.38% |
$16.8K - $18.6K
|
117K
$5.32M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-572- 0.68% |
$21.2K - $23.5K
|
83.8K
$3.8M
|