Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
35.7K+ 48.91% |
$1.16M - $1.3M
|
109K
$4.37M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
4.6KNew |
$150K - $167K
|
4.6K
$185K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.91K+ 32.94% |
$94.5K - $106K
|
11.7K
$471K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
901+ 31.63% |
$29.3K - $32.8K
|
3.75K
$151K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
143New |
$4.65K - $5.2K
|
143
$5.75K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
96+ 1.53% |
$3.12K - $3.49K
|
6.38K
$257K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
75New |
$2.44K - $2.73K
|
75
$3.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
62+ 6.45% |
$2.02K - $2.25K
|
1.02K
$41.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
55New |
$1.79K - $2K
|
55
$2.21K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 30.77% |
$1.17K - $1.31K
|
153
$6.15K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3+ 0.04% |
$97.6 - $109
|
8.2K
$330K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.32% |
$32.5 - $36.4
|
314
$12.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3Closed |
$97.6 - $109
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.9KClosed |
$485K - $542K
|
0
$0
|