Purchases and Sales Made in Q2 2025 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
661K+ 3.75% |
$23.8M - $30.2M
|
18.3M
$829M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
65.1K+ 228.21% |
$2.34M - $2.97M
|
93.6K
$4.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
46.5K+ 13.56% |
$1.67M - $2.12M
|
389K
$17.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.9KNew |
$1.04M - $1.32M
|
28.9K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16K+ 4.49% |
$577K - $732K
|
373K
$16.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.2KNew |
$438K - $556K
|
12.2K
$551K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
9.04K+ 3.95% |
$326K - $413K
|
238K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.91K+ 0.99% |
$213K - $270K
|
601K
$27.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.99KNew |
$180K - $228K
|
4.99K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.71K+ 48.06% |
$170K - $215K
|
14.5K
$658K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.92K+ 0.97% |
$141K - $179K
|
407K
$18.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.76K+ 1.07% |
$135K - $172K
|
356K
$16.1M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.47K+ 4.02% |
$89.1K - $113K
|
64.1K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.18K+ 1.78% |
$78.6K - $99.7K
|
125K
$5.66M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 15.78% |
$49.9K - $63.3K
|
10.2K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.33K+ 2.71% |
$48K - $61K
|
50.6K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.26K+ 0.44% |
$45.2K - $57.3K
|
285K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 959.43% |
$36.6K - $46.5K
|
1.12K
$50.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
512+ 1.88% |
$18.4K - $23.4K
|
27.7K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
347New |
$12.5K - $15.9K
|
347
$15.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
145+ 0.17% |
$5.22K - $6.63K
|
85.4K
$3.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
117+ 0.22% |
$4.21K - $5.35K
|
52.7K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-63- 1.06% |
$2.27K - $2.88K
|
5.91K
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-545- 1.42% |
$19.6K - $24.9K
|
37.9K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-550- 9.51% |
$19.8K - $25.1K
|
5.23K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-629- 1.13% |
$22.7K - $28.7K
|
54.8K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.25K- 1.35% |
$45.1K - $57.2K
|
91.7K
$4.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.66K- 1.5% |
$132K - $167K
|
240K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-6.82K- 31.91% |
$246K - $312K
|
14.6K
$660K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-48.8K- 14.17% |
$1.76M - $2.23M
|
296K
$13.4M
|