Purchases and Sales Made in Q4 2023 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
839K+ 5.44% |
$25.5M - $28.8M
|
16.2M
$622M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
702K+ 4.92% |
$21.4M - $24.1M
|
15M
$573M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
642K+ 4.6% |
$19.5M - $22M
|
14.6M
$559M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
540KNew |
$16.4M - $18.5M
|
540K
$20.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
431KNew |
$13.1M - $14.8M
|
431K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
361KNew |
$11M - $12.4M
|
361K
$13.8M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
149KNew |
$4.55M - $5.12M
|
149K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
106KNew |
$3.22M - $3.62M
|
106K
$4.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
54.6KNew |
$1.66M - $1.87M
|
54.6K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.3K+ 30.24% |
$1.07M - $1.21M
|
152K
$5.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
32.5KNew |
$989K - $1.11M
|
32.5K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.1K+ 21.65% |
$946K - $1.07M
|
175K
$6.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29.1KNew |
$886K - $998K
|
29.1K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27.6K+ 5.39% |
$839K - $945K
|
538K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.2KNew |
$828K - $932K
|
27.2K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
23K+ 2.84% |
$700K - $789K
|
834K
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.5K+ 8.08% |
$564K - $635K
|
248K
$9.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
16.2K+ 8.71% |
$494K - $557K
|
203K
$7.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.9K+ 5.75% |
$423K - $476K
|
255K
$9.78M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.4K+ 3.58% |
$347K - $391K
|
330K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3KNew |
$315K - $355K
|
10.3K
$396K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.2KNew |
$311K - $350K
|
10.2K
$391K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.99KNew |
$304K - $343K
|
9.99K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.58KNew |
$261K - $294K
|
8.58K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.36K+ 2.82% |
$224K - $252K
|
269K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.21K+ 1.35% |
$219K - $247K
|
540K
$20.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$193K - $217K
|
6.33K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.33KNew |
$193K - $217K
|
6.33K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.4K+ 6.41% |
$164K - $185K
|
89.7K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.24K+ 1.65% |
$160K - $180K
|
322K
$12.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.18K+ 0.72% |
$96.9K - $109K
|
444K
$17M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.98K+ 5.91% |
$90.8K - $102K
|
53.4K
$2.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
2.72K+ 4.36% |
$82.7K - $93.2K
|
65.1K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.77K+ 23.04% |
$53.8K - $60.6K
|
9.44K
$361K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.66KNew |
$50.4K - $56.8K
|
1.66K
$63.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.15K+ 111.78% |
$34.9K - $39.4K
|
2.18K
$83.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.08K+ 0.85% |
$33K - $37.1K
|
129K
$4.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.53% |
$31.1K - $35.1K
|
67.7K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
878New |
$26.7K - $30.1K
|
878
$33.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
523+ 1.77% |
$15.9K - $17.9K
|
30.1K
$1.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
485+ 1.82% |
$14.8K - $16.6K
|
27.1K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
290+ 2.34% |
$8.83K - $9.94K
|
12.7K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
253+ 1.17% |
$7.7K - $8.68K
|
21.9K
$837K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
98+ 9800.0% |
$2.98K - $3.36K
|
99
$3.79K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
79+ 1.04% |
$2.4K - $2.71K
|
7.64K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
71+ 0.59% |
$2.16K - $2.43K
|
12.1K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
69+ 13.5% |
$2.1K - $2.37K
|
580
$22.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
38+ 0.5% |
$1.16K - $1.3K
|
7.68K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
36+ 0.13% |
$1.1K - $1.23K
|
28.1K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36New |
$1.1K - $1.23K
|
36
$1.38K
|