Purchases and Sales Made in Q4 2024 in Ishares Msci Intl Momentum Fac (IMTM)
This table provides information about the institutional ownership of Ishares Msci Intl Momentum Fac (IMTM) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI INTL MOMENTUM FAC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
198New |
$7.39K - $8K
|
198
$7.83K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
166+ 1.02% |
$6.2K - $6.7K
|
16.5K
$652K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
163+ 0.6% |
$6.08K - $6.58K
|
27.3K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
162+ 2.34% |
$6.05K - $6.54K
|
7.09K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
152New |
$5.67K - $6.14K
|
152
$6.01K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
128New |
$4.78K - $5.17K
|
128
$5.06K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
124+ 7.27% |
$4.63K - $5.01K
|
1.83K
$72.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99+ 0.64% |
$3.7K - $4K
|
15.5K
$613K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 0.54% |
$1.16K - $1.25K
|
5.77K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
26+ 0.3% |
$971 - $1.05K
|
8.57K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22+ 0.05% |
$821 - $889
|
45.7K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
17+ 3.12% |
$635 - $687
|
562
$22.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12+ 0.24% |
$448 - $485
|
4.96K
$196K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.22% |
$112 - $121
|
1.38K
$54.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.92% |
$74.7 - $80.8
|
106
$4.19K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-18- 0.28% |
$672 - $727
|
6.36K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-20- 1.99% |
$747 - $808
|
987
$39K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-28- 2.88% |
$1.05K - $1.13K
|
943
$37.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-205- 0.26% |
$7.65K - $8.28K
|
77.6K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-274- 0.71% |
$10.2K - $11.1K
|
38.5K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-447- 3.3% |
$16.7K - $18.1K
|
13.1K
$518K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-844- 0.98% |
$31.5K - $34.1K
|
85.5K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-888- 12.12% |
$33.1K - $35.9K
|
6.44K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.7K- 76.4% |
$101K - $109K
|
834
$33K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-4.84K- 40.54% |
$181K - $195K
|
7.1K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.47K- 28.0% |
$204K - $221K
|
14.1K
$556K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-6.1K- 2.13% |
$228K - $246K
|
280K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-6.24K- 22.58% |
$233K - $252K
|
21.4K
$845K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-6.38K- 2.67% |
$238K - $258K
|
233K
$9.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-10.2K- 8.77% |
$383K - $414K
|
107K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.7K- 37.02% |
$399K - $432K
|
18.2K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-39.7K- 65.23% |
$1.48M - $1.6M
|
21.2K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-47.9K- 15.77% |
$1.79M - $1.94M
|
256K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-49.5K- 71.42% |
$1.85M - $2M
|
19.8K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-53.4K- 20.19% |
$1.99M - $2.16M
|
211K
$8.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-88K- 16.13% |
$3.29M - $3.56M
|
458K
$18.1M
|