Purchases and Sales Made in Q4 2022 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
210New |
$5.65K - $6.67K
|
210
$7.98K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
133+ 1.4% |
$3.58K - $4.22K
|
9.61K
$365K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
86New |
$2.31K - $2.73K
|
86
$3.27K
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
76New |
$2.04K - $2.41K
|
76
$2.89K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
25New |
$673 - $794
|
25
$949
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
18+ 4.63% |
$484 - $572
|
407
$15.5K
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 0.06% |
$269 - $318
|
16.1K
$613K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3New |
$80.7 - $95.3
|
3
$114
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$26.9 - $31.8
|
1
$38
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-12- 0.03% |
$323 - $381
|
37.4K
$1.42M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.16% |
$673 - $794
|
15.7K
$596K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-100- 25.0% |
$2.69K - $3.18K
|
300
$11.4K
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-155- 1.76% |
$4.17K - $4.92K
|
8.64K
$328K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-189- 3.08% |
$5.08K - $6K
|
5.94K
$226K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-336- 0.75% |
$9.04K - $10.7K
|
44.6K
$1.69M
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-576- 15.58% |
$15.5K - $18.3K
|
3.12K
$118K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-947- 3.72% |
$25.5K - $30.1K
|
24.5K
$930K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 71.62% |
$28.4K - $33.5K
|
418
$15.9K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.28K- 39.79% |
$34.4K - $40.7K
|
1.94K
$73.6K
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.87K- 1.82% |
$50.2K - $59.3K
|
101K
$3.83M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.96K- 64.78% |
$52.6K - $62.1K
|
1.06K
$40.4K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.22K- 10.97% |
$59.6K - $70.4K
|
18K
$683K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.31K- 4.41% |
$62K - $73.2K
|
50K
$1.9M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.4K- 5.05% |
$64.6K - $76.2K
|
45.1K
$1.71M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 7.79% |
$70.9K - $83.8K
|
31.2K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.73K- 7.41% |
$73.5K - $86.7K
|
34.1K
$1.3M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.82K- 1.29% |
$103K - $121K
|
291K
$11.1M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.39K- 9.85% |
$145K - $171K
|
49.3K
$1.87M
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-5.71K- 40.12% |
$153K - $181K
|
8.52K
$323K
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7.11K- 16.38% |
$191K - $226K
|
36.3K
$1.38M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-10.6K- 83.5% |
$286K - $337K
|
2.1K
$79.8K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-10.9K- 29.71% |
$294K - $347K
|
25.8K
$981K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.4K- 22.16% |
$306K - $361K
|
39.9K
$1.52M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-12K- 99.64% |
$323K - $381K
|
43
$1.63K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-14.4K- 13.91% |
$387K - $457K
|
89K
$3.38M
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-18.8K- 6.69% |
$506K - $598K
|
263K
$9.97M
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-28.9K- 6.15% |
$778K - $919K
|
441K
$16.8M
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-53.3K- 12.84% |
$1.43M - $1.69M
|
362K
$13.7M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60K- 71.22% |
$1.61M - $1.91M
|
24.2K
$921K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-73.8K- 19.64% |
$1.99M - $2.34M
|
302K
$11.5M
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-74K- 9.38% |
$1.99M - $2.35M
|
715K
$27.1M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-154K- 45.12% |
$4.14M - $4.88M
|
187K
$7.1M
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-154K- 95.77% |
$4.15M - $4.9M
|
6.82K
$259K
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-712K- 66.07% |
$19.1M - $22.6M
|
365K
$13.9M
|