Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
143KNew |
$5.56M - $5.85M
|
143K
$5.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 94.76% |
$476K - $502K
|
25.3K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
6.09KNew |
$236K - $249K
|
6.09K
$247K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.41KNew |
$93.4K - $98.4K
|
2.41K
$97.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
765+ 765.0% |
$29.7K - $31.2K
|
865
$35.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
511New |
$19.8K - $20.9K
|
511
$20.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
301+ 1.17% |
$11.7K - $12.3K
|
26K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
210+ 0.24% |
$8.14K - $8.57K
|
86.6K
$3.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200New |
$7.75K - $8.17K
|
200
$8.13K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
162+ 2.92% |
$6.28K - $6.61K
|
5.71K
$232K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
147New |
$5.7K - $6K
|
147
$5.97K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
125New |
$4.85K - $5.1K
|
125
$5.08K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$2.91K - $3.06K
|
75
$3.05K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
30+ 0.14% |
$1.16K - $1.22K
|
21.9K
$888K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16+ 0.18% |
$620 - $653
|
8.77K
$356K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11+ 0.16% |
$426 - $449
|
6.75K
$274K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
10+ 1.67% |
$388 - $408
|
610
$24.8K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.26% |
$38.8 - $40.8
|
384
$15.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.07% |
$38.8 - $40.8
|
1.35K
$54.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.09% |
$38.8 - $40.8
|
1.13K
$46.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11- 0.71% |
$426 - $449
|
1.53K
$62.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-150- 1.35% |
$5.82K - $6.12K
|
11K
$447K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-309- 2.89% |
$12K - $12.6K
|
10.4K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.52K- 26.3% |
$59K - $62.2K
|
4.27K
$173K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.35K- 9.23% |
$91.2K - $96.1K
|
23.1K
$940K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.17K- 43.28% |
$162K - $170K
|
5.47K
$222K
|