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 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.92K+ 293.96% |
$109K - $117K
|
3.92K
$150K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.52KNew |
$93.6K - $100K
|
2.52K
$96.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.5K+ 33.78% |
$93K - $99.8K
|
9.9K
$379K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.06KNew |
$76.6K - $82.2K
|
2.06K
$78.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.88K+ 17.41% |
$70K - $75.1K
|
12.7K
$486K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.81K+ 3.96% |
$67.5K - $72.4K
|
47.7K
$1.82M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.71K+ 12.22% |
$63.6K - $68.2K
|
15.7K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22K+ 36.86% |
$45.4K - $48.7K
|
4.53K
$173K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.21K+ 4.99% |
$45.1K - $48.3K
|
25.5K
$976K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.12K+ 6.86% |
$41.7K - $44.8K
|
17.5K
$669K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
934+ 3.66% |
$34.8K - $37.3K
|
26.5K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
852+ 0.1% |
$31.7K - $34K
|
841K
$32.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
845+ 0.75% |
$31.4K - $33.7K
|
113K
$4.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
706+ 6.68% |
$26.3K - $28.2K
|
11.3K
$432K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
703+ 1.02% |
$26.2K - $28.1K
|
69.3K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
620+ 8.13% |
$23.1K - $24.8K
|
8.25K
$316K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
615+ 1.61% |
$22.9K - $24.6K
|
38.9K
$1.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
583+ 35.88% |
$21.7K - $23.3K
|
2.21K
$84.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
577+ 14.12% |
$21.5K - $23K
|
4.66K
$178K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
505+ 4.38% |
$18.8K - $20.2K
|
12K
$460K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
496+ 5.63% |
$18.5K - $19.8K
|
9.3K
$356K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
417+ 490.59% |
$15.5K - $16.6K
|
502
$19.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
415+ 1.58% |
$15.4K - $16.6K
|
26.7K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
398+ 6.49% |
$14.8K - $15.9K
|
6.53K
$250K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
390New |
$14.5K - $15.6K
|
390
$14.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
368+ 152.7% |
$13.7K - $14.7K
|
609
$23.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
350New |
$13K - $14K
|
350
$13.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
199New |
$7.4K - $7.94K
|
199
$7.62K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
119New |
$4.43K - $4.75K
|
119
$4.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
99+ 0.37% |
$3.68K - $3.95K
|
26.7K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
73New |
$2.72K - $2.91K
|
73
$2.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.86K - $2K
|
50
$1.91K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41New |
$1.53K - $1.64K
|
41
$1.57K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$1.53K - $1.64K
|
41
$1.57K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
15+ 0.69% |
$558 - $599
|
2.19K
$83.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
11+ 2.1% |
$409 - $439
|
536
$20.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.22% |
$112 - $120
|
1.38K
$52.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.97% |
$37.2 - $39.9
|
104
$3.98K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-15- 31.25% |
$558 - $599
|
33
$1.26K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-90- 0.04% |
$3.35K - $3.59K
|
222K
$8.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-109- 0.87% |
$4.06K - $4.35K
|
12.4K
$476K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-138- 13.03% |
$5.13K - $5.51K
|
921
$35.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-150- 44.25% |
$5.58K - $5.99K
|
189
$7.23K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-175- 31.99% |
$6.51K - $6.99K
|
372
$14.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-182- 0.07% |
$6.77K - $7.27K
|
251K
$9.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-245- 0.29% |
$9.12K - $9.78K
|
84.7K
$3.24M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-247- 89.82% |
$9.19K - $9.86K
|
28
$1.07K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-266- 2.78% |
$9.9K - $10.6K
|
9.31K
$357K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-350- 4.26% |
$13K - $14K
|
7.87K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-613- 1.48% |
$22.8K - $24.5K
|
40.7K
$1.56M
|