Purchases and Sales Made in Q2 2024 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.15M+ 6.75% |
$42.8M - $46M
|
18.2M
$691M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
942K+ 5.47% |
$35M - $37.6M
|
18.2M
$689M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
735K+ 4.29% |
$27.4M - $29.4M
|
17.9M
$679M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
697K+ 72820.79% |
$25.9M - $27.8M
|
698K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
74.1KNew |
$2.76M - $2.96M
|
74.1K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.5K+ 46.49% |
$2.36M - $2.54M
|
200K
$7.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.5K+ 46.49% |
$2.36M - $2.54M
|
200K
$7.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.4K+ 23.7% |
$2.21M - $2.37M
|
310K
$11.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
55.1KNew |
$2.05M - $2.2M
|
55.1K
$2.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43K+ 205.02% |
$1.6M - $1.72M
|
64K
$2.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
37.4KNew |
$1.39M - $1.49M
|
37.4K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
36K+ 10.9% |
$1.34M - $1.44M
|
366K
$13.9M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
36KNew |
$1.34M - $1.44M
|
36K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.9K+ 11.76% |
$1.3M - $1.39M
|
331K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.2KNew |
$1.27M - $1.37M
|
34.2K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27.9K+ 5.21% |
$1.04M - $1.11M
|
564K
$21.4M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
26.3KNew |
$978K - $1.05M
|
26.3K
$999K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
23.4KNew |
$870K - $934K
|
23.4K
$888K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.1K+ 16.2% |
$858K - $921K
|
165K
$6.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.6K+ 4.07% |
$765K - $821K
|
526K
$20M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.8KNew |
$736K - $789K
|
19.8K
$751K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$720K - $772K
|
19.3K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.4K+ 55.22% |
$610K - $655K
|
46.1K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.4K+ 5.67% |
$573K - $615K
|
287K
$10.9M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
13KNew |
$483K - $519K
|
13K
$493K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
12.3KNew |
$459K - $493K
|
12.3K
$469K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
11.7K+ 5.71% |
$437K - $469K
|
217K
$8.26M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 7.95% |
$437K - $469K
|
159K
$6.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 3.14% |
$433K - $465K
|
383K
$14.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10.6K+ 82.03% |
$394K - $422K
|
23.5K
$891K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9KNew |
$335K - $359K
|
9K
$342K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.66K+ 2.63% |
$322K - $346K
|
338K
$12.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.13K+ 1.85% |
$303K - $325K
|
448K
$17M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.99KNew |
$297K - $319K
|
7.99K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.92KNew |
$295K - $316K
|
7.92K
$301K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
7.4K+ 32.49% |
$275K - $295K
|
30.2K
$1.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.39KNew |
$275K - $295K
|
7.39K
$281K
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
7.19K+ 10.49% |
$268K - $287K
|
75.8K
$2.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.99KNew |
$260K - $279K
|
6.99K
$266K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.8KNew |
$253K - $271K
|
6.8K
$258K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.05KNew |
$225K - $242K
|
6.05K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.92K+ 0.57% |
$220K - $236K
|
1.05M
$39.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.88KNew |
$219K - $235K
|
5.88K
$223K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.44K+ 36.56% |
$202K - $217K
|
20.3K
$771K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.99K+ 7.53% |
$186K - $199K
|
71.2K
$2.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
4.4KNew |
$164K - $176K
|
4.4K
$167K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.54K+ 38.27% |
$132K - $141K
|
12.8K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.5K+ 7.53% |
$130K - $140K
|
50K
$1.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
3K+ 2.6% |
$112K - $120K
|
119K
$4.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3K+ 359.71% |
$112K - $120K
|
3.83K
$146K
|