Latest Institutional Transactions on Impact Shs Fds I Tr Naacp Mino (NACP)
This table provides information on the latest institutional transactions involving Impact Shs Fds I Tr Naacp Mino (NACP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
5.67KNew |
$200K - $248K
|
5.67K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-14.1K- 40.13% |
$496K - $615K
|
21K
$935K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.86K+ 1.84% |
$73.4K - $81.9K
|
103K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
400+ 1290.32% |
$15.8K - $17.6K
|
431
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.42KClosed |
$174K - $194K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7New |
$276 - $308
|
7
$312
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.9K- 11.84% |
$626K - $699K
|
118K
$5.27M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-788- 7.49% |
$31K - $34.6K
|
9.74K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
303+ 1.84% |
$11.9K - $13.3K
|
16.8K
$748K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.25K+ 33.32% |
$88.6K - $98.9K
|
9K
$401K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6KNew |
$495K - $552K
|
12.6K
$559K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.49KNew |
$295K - $329K
|
7.49K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
837+ 3.4% |
$33K - $36.8K
|
25.4K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.26KNew |
$128K - $143K
|
3.26K
$145K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-577- 3.12% |
$22.7K - $25.4K
|
17.9K
$797K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-277- 0.78% |
$10.9K - $12.2K
|
35.4K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
44New |
$1.73K - $1.93K
|
44
$1.96K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-23- 0.3% |
$906 - $1.01K
|
7.75K
$345K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 2182.73% |
$497K - $527K
|
12.7K
$565K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.45K+ 64.85% |
$346K - $367K
|
21.5K
$956K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.95KNew |
$203K - $215K
|
4.95K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
11New |
$450 - $478
|
11
$490
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-146- 29.14% |
$5.98K - $6.35K
|
355
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7New |
$287 - $304
|
7
$312
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1- 0.02% |
$41 - $43.5
|
5.81K
$259K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.36KNew |
$87.7K - $97.6K
|
2.36K
$105K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
26.2KNew |
$972K - $1.08M
|
26.2K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.9K- 76.66% |
$1.15M - $1.28M
|
9.41K
$419K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
147K+ 4035.62% |
$5.45M - $6.07M
|
150K
$6.69M
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1KNew |
$476K - $521K
|
13.1K
$584K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.44K- 36.59% |
$161K - $176K
|
7.69K
$342K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
25+ 41.67% |
$837 - $959
|
85
$3.78K
|
|
| Q4 2023 | |||||||
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.66% |
$58.8 - $68.1
|
306
$13.6K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$152K - $164K
|
4.95K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.66KNew |
$51K - $54.7K
|
1.66K
$73.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-245- 1.75% |
$7.54K - $8.09K
|
13.8K
$613K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$57.1 - $63.5
|
689
$30.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-86- 17.92% |
$2.45K - $2.73K
|
394
$17.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$264 - $292
|
10
$445
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33- 5.05% |
$871 - $963
|
620
$27.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.32% |
$26.4 - $29.2
|
311
$13.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
499New |
$13.2K - $14.6K
|
499
$22.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-1.34K- 1.79% |
$34.5K - $39.3K
|
73.4K
$3.27M
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
6New |
$156 - $188
|
6
$267
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3Closed |
$92.2 - $108
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.4KClosed |
$42.9K - $50.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
65New |
$2K - $2.34K
|
65
$2.89K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
300+ 3.28% |
$9.22K - $10.8K
|
9.45K
$421K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$74.8K - $80.2K
|
2.32K
$103K
|
|
| Q2 2021 | |||||||
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75New |
$2.3K - $2.46K
|
75
$3.34K
|
|