Purchases and Sales Made in Q2 2024 in Impact Shs Fds I Tr Ywca Women (WOMN)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Ywca Women (WOMN) during Q2 2024. The information is specifically focused on institutions that hold shares of IMPACT SHS FDS I TR YWCA WOMEN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.2KNew |
$624K - $656K
|
18.2K
$731K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.6K+ 183.31% |
$501K - $527K
|
22.6K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.05K+ 4.72% |
$36K - $37.9K
|
23.3K
$935K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
526+ 2.82% |
$18K - $19K
|
19.2K
$770K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
357+ 1.4% |
$12.2K - $12.9K
|
25.8K
$1.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100+ 100.0% |
$3.43K - $3.61K
|
200
$8.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27New |
$926 - $975
|
27
$1.09K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
21+ 5.88% |
$720 - $758
|
378
$15.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15+ 0.2% |
$515 - $542
|
7.41K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45- 20.83% |
$1.54K - $1.62K
|
171
$6.87K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45- 20.83% |
$1.54K - $1.62K
|
171
$6.87K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-46- 4.04% |
$1.58K - $1.66K
|
1.09K
$44K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 1.59% |
$3.43K - $3.61K
|
6.2K
$249K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-171- 2.33% |
$5.87K - $6.17K
|
7.17K
$288K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-272- 4.37% |
$9.33K - $9.82K
|
5.95K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-272- 5.53% |
$9.33K - $9.82K
|
4.65K
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-285- 2.37% |
$9.78K - $10.3K
|
11.7K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-578- 98.97% |
$19.8K - $20.9K
|
6
$241
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-703- 23.54% |
$24.1K - $25.4K
|
2.28K
$91.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.89K- 21.87% |
$99.1K - $104K
|
10.3K
$415K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 42.96% |
$520K - $547K
|
20.1K
$809K
|