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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
29+ 6.7% |
$883 - $994
|
462
$17.5K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28New |
$852 - $960
|
28
$1.06K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27New |
$822 - $926
|
27
$1.03K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$183 - $206
|
24.6K
$934K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.15% |
$60.9 - $68.6
|
1.38K
$52.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$30.4 - $34.3
|
1
$38
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$30.4 - $34.3
|
1
$38
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.98% |
$30.4 - $34.3
|
103
$3.91K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34Closed |
$1.03K - $1.17K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 7.96% |
$1.13K - $1.27K
|
428
$16.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-71- 13.5% |
$2.16K - $2.43K
|
455
$17.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-187- 9.65% |
$5.69K - $6.41K
|
1.75K
$66.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-282- 1.38% |
$8.58K - $9.67K
|
20.2K
$766K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-298- 3.84% |
$9.07K - $10.2K
|
7.46K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-360- 0.64% |
$11K - $12.3K
|
55.6K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-440- 1.13% |
$13.4K - $15.1K
|
38.5K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-461- 6.93% |
$14K - $15.8K
|
6.2K
$235K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-555- 0.64% |
$16.9K - $19K
|
86.3K
$3.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-578- 11.56% |
$17.6K - $19.8K
|
4.42K
$168K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-595- 3.97% |
$18.1K - $20.4K
|
14.4K
$546K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-803- 10.25% |
$24.4K - $27.5K
|
7.03K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-877- 1.9% |
$26.7K - $30.1K
|
45.2K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-898- 5.13% |
$27.3K - $30.8K
|
16.6K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.17K- 2.78% |
$35.6K - $40.1K
|
40.9K
$1.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.32K- 3.07% |
$40.2K - $45.3K
|
41.7K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.33K- 9.7% |
$40.5K - $45.6K
|
12.4K
$470K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.33K- 12.18% |
$40.5K - $45.7K
|
9.6K
$365K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.43K- 9.74% |
$73.8K - $83.2K
|
22.5K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.61K- 2.25% |
$79.5K - $89.6K
|
113K
$4.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.86K- 30.7% |
$87K - $98K
|
6.46K
$245K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.2K- 30.2% |
$97.4K - $110K
|
7.4K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.78K- 1.01% |
$115K - $129K
|
369K
$14M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.98K- 0.78% |
$121K - $137K
|
510K
$19.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.13K- 21.65% |
$126K - $142K
|
15K
$568K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-4.31K- 1.39% |
$131K - $148K
|
306K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.52K- 93.47% |
$138K - $155K
|
316
$12K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.7K- 58.08% |
$143K - $161K
|
3.4K
$129K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.82K- 32.6% |
$147K - $165K
|
9.97K
$379K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5.17K- 18.34% |
$157K - $177K
|
23K
$874K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-6.39K- 2.28% |
$195K - $219K
|
274K
$10.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.48K- 3.05% |
$228K - $256K
|
237K
$9.02M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.55K- 91.8% |
$230K - $259K
|
675
$25.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-8.37K- 8.42% |
$255K - $287K
|
91K
$3.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-10.3K- 2.88% |
$313K - $352K
|
346K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-11.7K- 10.31% |
$357K - $402K
|
102K
$3.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-15.6K- 3.88% |
$474K - $534K
|
385K
$14.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.6K- 12.78% |
$778K - $877K
|
175K
$6.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-62.3K- 21.96% |
$1.9M - $2.14M
|
221K
$8.41M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-64.9K- 23.47% |
$1.98M - $2.23M
|
212K
$8.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-72.4K- 6.53% |
$2.2M - $2.48M
|
1.04M
$39.4M
|