Purchases and Sales Made in Q3 2023 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.49M+ 19.24% |
$78M - $84.1M
|
15.4M
$585M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
969K+ 7.29% |
$30.4M - $32.8M
|
14.3M
$542M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
868K+ 6.63% |
$27.2M - $29.3M
|
14M
$530M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
251KNew |
$7.87M - $8.49M
|
251K
$9.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
122K+ 455.58% |
$3.82M - $4.12M
|
148K
$5.64M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
42.1KNew |
$1.32M - $1.42M
|
42.1K
$1.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
37.1K+ 4.79% |
$1.16M - $1.25M
|
811K
$30.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
32.3K+ 6.72% |
$1.01M - $1.09M
|
514K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.5K+ 9.42% |
$705K - $761K
|
261K
$9.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
19.8K+ 6.8% |
$620K - $669K
|
310K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.7K+ 1.8% |
$617K - $665K
|
1.11M
$42.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.2K+ 6.07% |
$572K - $617K
|
319K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18K+ 8.04% |
$564K - $608K
|
242K
$9.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
16.7KNew |
$524K - $566K
|
16.7K
$635K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
15.7K+ 3.17% |
$492K - $531K
|
511K
$19.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15KNew |
$470K - $507K
|
15K
$569K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
13.7K+ 25.98% |
$431K - $465K
|
66.7K
$2.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
13.7K+ 3.83% |
$431K - $465K
|
373K
$14.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13KNew |
$408K - $440K
|
13K
$494K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.8K+ 2.75% |
$371K - $400K
|
441K
$16.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
10.5K+ 2.01% |
$330K - $356K
|
533K
$20.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.69K+ 142.36% |
$273K - $294K
|
14.8K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
8.28K+ 7.85% |
$260K - $280K
|
114K
$4.32M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.64KNew |
$240K - $258K
|
7.64K
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.87K+ 17.53% |
$216K - $232K
|
46.1K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
6.85K+ 3.82% |
$215K - $232K
|
186K
$7.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.87K+ 2.63% |
$184K - $199K
|
229K
$8.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.37K+ 10.62% |
$168K - $182K
|
56K
$2.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.06K+ 4.12% |
$159K - $171K
|
128K
$4.85M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.84KNew |
$152K - $164K
|
4.84K
$184K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.78K+ 23.78% |
$150K - $162K
|
24.9K
$945K
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.76K+ 1.34% |
$118K - $127K
|
284K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.4K+ 4.21% |
$107K - $115K
|
84.3K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.21K+ 65.52% |
$101K - $108K
|
8.1K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.89K+ 54.14% |
$90.7K - $97.8K
|
8.23K
$312K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.36K+ 15.58% |
$74K - $79.8K
|
17.5K
$665K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 23.79% |
$63.9K - $68.9K
|
10.6K
$402K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.17K+ 9.34% |
$36.7K - $39.6K
|
13.7K
$520K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.11KNew |
$34.8K - $37.6K
|
1.11K
$42.2K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.01K+ 1.64% |
$31.6K - $34.1K
|
62.4K
$2.37M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
916+ 13.78% |
$28.7K - $31K
|
7.56K
$287K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
885+ 1.79% |
$27.8K - $29.9K
|
50.5K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
627+ 2.62% |
$19.7K - $21.2K
|
24.6K
$934K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
501+ 4.33% |
$15.7K - $16.9K
|
12.1K
$458K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
466+ 3.91% |
$14.6K - $15.8K
|
12.4K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
455+ 812.5% |
$14.3K - $15.4K
|
511
$19.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
256+ 22.9% |
$8.03K - $8.66K
|
1.37K
$52.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
232+ 0.83% |
$7.28K - $7.85K
|
28.1K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
181New |
$5.68K - $6.12K
|
181
$6.87K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
151+ 2.01% |
$4.74K - $5.11K
|
7.67K
$291K
|