Purchases and Sales Made in Q2 2023 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59+ 0.21% |
$1.88K - $1.99K
|
28.3K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
56New |
$1.78K - $1.88K
|
56
$2.13K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 12.0% |
$1.43K - $1.51K
|
420
$16K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
22+ 13.92% |
$701 - $740
|
180
$6.84K
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
11+ 0.14% |
$351 - $370
|
7.88K
$299K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 2.45% |
$319 - $337
|
418
$15.9K
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
9+ 0.12% |
$287 - $303
|
7.8K
$296K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-18- 0.09% |
$574 - $606
|
20.5K
$778K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-35- 8.16% |
$1.12K - $1.18K
|
394
$15K
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-45- 0.39% |
$1.43K - $1.51K
|
11.6K
$439K
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-75- 2.64% |
$2.39K - $2.52K
|
2.77K
$105K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-93- 1.87% |
$2.96K - $3.13K
|
4.89K
$186K
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-121- 0.1% |
$3.86K - $4.07K
|
123K
$4.66M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-175- 8.88% |
$5.58K - $5.89K
|
1.8K
$68.2K
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-300- 3.52% |
$9.56K - $10.1K
|
8.22K
$312K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-565- 1.85% |
$18K - $19K
|
30K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-705- 4.3% |
$22.5K - $23.7K
|
15.7K
$596K
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-714- 2.26% |
$22.8K - $24K
|
30.9K
$1.17M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-743- 3.63% |
$23.7K - $25K
|
19.7K
$750K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-782- 1.76% |
$24.9K - $26.3K
|
43.6K
$1.66M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-985- 13.89% |
$31.4K - $33.1K
|
6.11K
$232K
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1.49K- 1.42% |
$47.4K - $50K
|
104K
$3.93M
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.92K- 0.59% |
$61.3K - $64.7K
|
322K
$12.2M
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.01K- 6.68% |
$95.9K - $101K
|
42.1K
$1.6M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.21K- 12.64% |
$102K - $108K
|
22.2K
$843K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.13K- 2.65% |
$132K - $139K
|
152K
$5.76M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.06K- 10.38% |
$161K - $170K
|
43.7K
$1.66M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-5.26K- 1.42% |
$168K - $177K
|
364K
$13.8M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.52K- 4.13% |
$176K - $186K
|
128K
$4.87M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.01K- 5.66% |
$223K - $236K
|
117K
$4.43M
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.14K- 13.41% |
$228K - $240K
|
46.1K
$1.75M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.76K- 3.3% |
$311K - $328K
|
286K
$10.9M
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-12.7K- 44.07% |
$405K - $427K
|
16.1K
$612K
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-16.1K- 5.42% |
$512K - $540K
|
280K
$10.6M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-26K- 6.07% |
$828K - $874K
|
402K
$15.3M
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-33K- 54.58% |
$1.05M - $1.11M
|
27.5K
$1.04M
|