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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 25.24% |
$3.33K - $3.59K
|
526
$20K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
102New |
$3.2K - $3.45K
|
102
$3.87K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
59+ 0.89% |
$1.85K - $2K
|
6.66K
$253K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
53New |
$1.66K - $1.79K
|
53
$2.01K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
15+ 3.59% |
$471 - $507
|
433
$16.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-33- 0.16% |
$1.04K - $1.12K
|
20.5K
$777K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-126- 1.6% |
$3.95K - $4.26K
|
7.76K
$295K
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-134- 4.84% |
$4.2K - $4.53K
|
2.63K
$100K
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-150- 1.58% |
$4.71K - $5.07K
|
9.31K
$354K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-221- 32.22% |
$6.93K - $7.48K
|
465
$17.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-425- 1.42% |
$13.3K - $14.4K
|
29.5K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-542- 0.62% |
$17K - $18.3K
|
86.8K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-590- 2.66% |
$18.5K - $20K
|
21.6K
$821K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-603- 1.38% |
$18.9K - $20.4K
|
43K
$1.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-654- 3.31% |
$20.5K - $22.1K
|
19.1K
$725K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-834- 3.03% |
$26.2K - $28.2K
|
26.7K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.15K- 12.82% |
$36.1K - $39K
|
7.84K
$298K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.76K- 8.93% |
$86.7K - $93.5K
|
28.2K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.93K- 98.85% |
$91.8K - $99K
|
34
$1.29K
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-3.37K- 7.38% |
$106K - $114K
|
42.2K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-4.12K- 3.97% |
$129K - $139K
|
99.4K
$3.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.78K- 10.93% |
$150K - $162K
|
39K
$1.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5.17K- 1.6% |
$162K - $175K
|
317K
$12M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-5.18K- 32.14% |
$162K - $175K
|
10.9K
$415K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-7.62K- 2.09% |
$239K - $258K
|
356K
$13.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.15K- 5.37% |
$256K - $276K
|
144K
$5.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 9.48% |
$381K - $411K
|
116K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.2K- 64.28% |
$570K - $614K
|
10.1K
$383K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-21.8K- 7.19% |
$682K - $736K
|
281K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.5K- 85.08% |
$895K - $965K
|
5K
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-28.9K- 6.72% |
$907K - $978K
|
401K
$15.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41.1K- 14.38% |
$1.29M - $1.39M
|
245K
$9.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-46.1KClosed |
$1.45M - $1.56M
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-125K- 31.16% |
$3.93M - $4.24M
|
277K
$10.5M
|