Latest Institutional Transactions on Impact Shs Fds I Tr Ywca Women (WOMN)
This table provides information on the latest institutional transactions involving Impact Shs Fds I Tr Ywca Women (WOMN) 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 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
219+ 0.25% |
$7.38K - $8.69K
|
86.4K
$3.45M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1K+ 758.33% |
$37.5K - $40.9K
|
1.13K
$45.2K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
625+ 2.9% |
$23.4K - $25.6K
|
22.1K
$884K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.62KClosed |
$173K - $189K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11+ 0.16% |
$412 - $450
|
6.74K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.51K+ 318.81% |
$169K - $184K
|
5.92K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33New |
$1.24K - $1.35K
|
33
$1.32K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-774- 6.74% |
$29K - $31.6K
|
10.7K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-132- 0.51% |
$4.94K - $5.4K
|
25.5K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
254+ 23.18% |
$9.51K - $10.4K
|
1.35K
$53.9K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11K- 45.1% |
$411K - $449K
|
13.4K
$534K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.42K+ 51.8% |
$128K - $140K
|
10K
$401K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.26% |
$37.5 - $40.9
|
382
$15.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.43K- 3.69% |
$53.4K - $58.3K
|
37.2K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.28KNew |
$123K - $134K
|
3.28K
$131K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
293New |
$11K - $12K
|
293
$11.7K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-269- 16.45% |
$10.3K - $10.9K
|
1.37K
$54.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-937- 6.57% |
$35.8K - $38.1K
|
13.3K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-453- 1.9% |
$17.3K - $18.4K
|
23.4K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-824- 8.15% |
$31.4K - $33.5K
|
9.29K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-217- 3.54% |
$8.28K - $8.83K
|
5.92K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
155New |
$5.91K - $6.31K
|
155
$6.19K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
140+ 1.88% |
$5.34K - $5.7K
|
7.58K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.9K- 27.77% |
$263K - $281K
|
18K
$717K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
220New |
$8.4K - $8.95K
|
220
$8.78K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-154- 31.17% |
$5.88K - $6.27K
|
340
$13.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
600New |
$20.9K - $23.3K
|
600
$24K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-110- 1.77% |
$3.84K - $4.27K
|
6.09K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33KNew |
$46.3K - $51.5K
|
1.33K
$52.9K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$87.6K - $97.5K
|
2.51K
$100K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 42.86% |
$1.05K - $1.16K
|
100
$3.99K
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100+ 100.0% |
$3.43K - $3.61K
|
200
$7.99K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
578+ 9633.33% |
$19K - $20.9K
|
584
$23.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.93% |
$98.8 - $108
|
324
$12.9K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.79K+ 34.02% |
$91.9K - $101K
|
11K
$439K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.44KNew |
$70.2K - $81.5K
|
2.44K
$97.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.4KNew |
$387K - $450K
|
13.4K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-26- 10.92% |
$749 - $870
|
212
$8.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$2.16K - $2.51K
|
75
$2.99K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
80New |
$2.31K - $2.68K
|
80
$3.19K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.94KNew |
$238K - $254K
|
7.94K
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
212+ 15.12% |
$6.36K - $6.78K
|
1.61K
$64.4K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.53KNew |
$182K - $200K
|
6.53K
$261K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.65% |
$26.5 - $28.9
|
156
$6.23K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-6.39KClosed |
$174K - $211K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-167Closed |
$4.55K - $5.5K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-30- 1.96% |
$818 - $989
|
1.5K
$59.9K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-15- 30.0% |
$457 - $530
|
35
$1.4K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-275Closed |
$8.37K - $9.71K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.6KClosed |
$140K - $162K
|
0
$0
|
|