Purchases and Sales Made in Q3 2024 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.29M+ 7.07% |
$45.9M - $52.9M
|
19.5M
$740M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
741K+ 4.14% |
$26.4M - $30.5M
|
18.6M
$708M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
326K+ 1.8% |
$11.7M - $13.4M
|
18.5M
$702M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
263K+ 411.15% |
$9.4M - $10.8M
|
327K
$12.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
123KNew |
$4.4M - $5.07M
|
123K
$4.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
99.1KNew |
$3.54M - $4.08M
|
99.1K
$3.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
57K+ 152.16% |
$2.03M - $2.34M
|
94.4K
$3.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
43.6K+ 127.21% |
$1.55M - $1.79M
|
77.8K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
38.1KNew |
$1.36M - $1.57M
|
38.1K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
29.5K+ 75.86% |
$1.05M - $1.21M
|
68.4K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.6K+ 8.32% |
$984K - $1.13M
|
359K
$13.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
27.2K+ 3.23% |
$969K - $1.12M
|
868K
$33M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
24.9K+ 82.38% |
$887K - $1.02M
|
55K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24K+ 8.35% |
$856K - $986K
|
311K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
22.4KNew |
$799K - $921K
|
22.4K
$850K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
22.3K+ 25.58% |
$797K - $918K
|
110K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.8K+ 13.21% |
$780K - $898K
|
187K
$7.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
20.3KNew |
$723K - $833K
|
20.3K
$769K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.2K+ 3.84% |
$721K - $830K
|
546K
$20.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
17.4K+ 395.45% |
$621K - $716K
|
21.8K
$828K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.7K+ 95.31% |
$595K - $685K
|
34.2K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16K+ 4.36% |
$570K - $657K
|
382K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.3K+ 4.92% |
$545K - $628K
|
325K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 40.02% |
$466K - $537K
|
45.7K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 187.31% |
$455K - $524K
|
19.5K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.5K+ 139.37% |
$410K - $473K
|
19.7K
$750K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 9.28% |
$374K - $430K
|
123K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.4KNew |
$371K - $427K
|
10.4K
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.01K+ 73.03% |
$322K - $371K
|
21.3K
$811K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.45K+ 3.89% |
$302K - $348K
|
226K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.25K+ 30.93% |
$295K - $339K
|
34.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8KNew |
$286K - $329K
|
8K
$304K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
6.49KNew |
$232K - $267K
|
6.49K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.28K+ 3.14% |
$224K - $258K
|
206K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.79K+ 1.03% |
$207K - $238K
|
569K
$21.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.76K+ 10.45% |
$206K - $237K
|
60.9K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.58KNew |
$199K - $229K
|
5.58K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.41K+ 23.07% |
$193K - $223K
|
28.9K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.33K+ 81.69% |
$190K - $219K
|
11.9K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.91K+ 108.48% |
$175K - $202K
|
9.44K
$358K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.12K+ 1.5% |
$147K - $170K
|
280K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.03K+ 19.85% |
$144K - $166K
|
24.3K
$924K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.86K+ 187.37% |
$138K - $159K
|
5.91K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.79KNew |
$135K - $156K
|
3.79K
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.66K+ 18.92% |
$131K - $151K
|
23K
$874K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.53K+ 159.87% |
$126K - $145K
|
5.74K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.53KNew |
$126K - $145K
|
3.53K
$134K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.39K+ 28.19% |
$121K - $139K
|
15.4K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.19K+ 0.83% |
$114K - $131K
|
386K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.12KNew |
$75.5K - $87K
|
2.12K
$80.4K
|