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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.26% |
$33.7 - $39.7
|
383
$15.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
215New |
$7.25K - $8.53K
|
215
$8.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-132- 2.23% |
$4.45K - $5.24K
|
5.79K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
25.7KNew |
$866K - $1.02M
|
25.7K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150+ 1.36% |
$5.06K - $5.95K
|
11.1K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 15.48% |
$39.5K - $46.5K
|
8.75K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-269- 16.45% |
$9.07K - $10.7K
|
1.37K
$53.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-317- 1.43% |
$10.7K - $12.6K
|
21.8K
$859K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 0.19% |
$674 - $793
|
10.7K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
BUY
|
- |
39KNew |
$1.32M - $1.55M
|
39K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-403- 3.01% |
$13.6K - $16K
|
13K
$510K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-395- 3.94% |
$13.3K - $15.7K
|
9.64K
$379K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13- 0.05% |
$438 - $516
|
25.5K
$1M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-103- 4.1% |
$3.47K - $4.08K
|
2.41K
$94.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.55KNew |
$187K - $220K
|
5.55K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
250+ 1.39% |
$8.43K - $9.92K
|
18.2K
$717K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-14.8K- 39.76% |
$498K - $586K
|
22.4K
$881K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
219+ 0.25% |
$7.38K - $8.69K
|
86.4K
$3.4M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1K+ 758.33% |
$37.5K - $40.9K
|
1.13K
$44.6K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11+ 0.16% |
$412 - $450
|
6.74K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33New |
$1.24K - $1.35K
|
33
$1.3K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
254+ 23.18% |
$9.51K - $10.4K
|
1.35K
$53.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.28KNew |
$123K - $134K
|
3.28K
$129K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
293New |
$11K - $12K
|
293
$11.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-937- 6.57% |
$35.8K - $38.1K
|
13.3K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-824- 8.15% |
$31.4K - $33.5K
|
9.29K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-217- 3.54% |
$8.28K - $8.83K
|
5.92K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
155New |
$5.91K - $6.31K
|
155
$6.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
220New |
$8.4K - $8.95K
|
220
$8.66K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-154- 31.17% |
$5.88K - $6.27K
|
340
$13.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
600New |
$20.9K - $23.3K
|
600
$23.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-110- 1.77% |
$3.84K - $4.27K
|
6.09K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33KNew |
$46.3K - $51.5K
|
1.33K
$52.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 42.86% |
$1.05K - $1.16K
|
100
$3.94K
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100+ 100.0% |
$3.43K - $3.61K
|
200
$7.87K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
578+ 9633.33% |
$19K - $20.9K
|
584
$23K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.93% |
$98.8 - $108
|
324
$12.8K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.44KNew |
$70.2K - $81.5K
|
2.44K
$95.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.4KNew |
$387K - $450K
|
13.4K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-26- 10.92% |
$749 - $870
|
212
$8.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$2.16K - $2.51K
|
75
$2.95K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
80New |
$2.31K - $2.68K
|
80
$3.15K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.94KNew |
$238K - $254K
|
7.94K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
212+ 15.12% |
$6.36K - $6.78K
|
1.61K
$63.5K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.53KNew |
$182K - $200K
|
6.53K
$257K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.65% |
$26.5 - $28.9
|
156
$6.14K
|
|
| 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
$59K
|
|