Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
38.6KNew |
$1.47M - $1.57M
|
38.6K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.73KNew |
$257K - $274K
|
6.73K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
1.79K+ 9.06% |
$68.2K - $72.8K
|
21.5K
$828K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
362+ 0.42% |
$13.8K - $14.7K
|
85.9K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
321+ 29.37% |
$12.2K - $13.1K
|
1.41K
$54.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
220New |
$8.4K - $8.95K
|
220
$8.46K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
155New |
$5.91K - $6.31K
|
155
$5.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
140+ 1.88% |
$5.34K - $5.7K
|
7.58K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61+ 0.24% |
$2.33K - $2.48K
|
25.6K
$986K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$38.2 - $40.7
|
1.1K
$42.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.26% |
$38.2 - $40.7
|
381
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40- 23.26% |
$1.53K - $1.63K
|
132
$5.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-66- 0.57% |
$2.52K - $2.69K
|
11.5K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-154- 31.17% |
$5.88K - $6.27K
|
340
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-195- 4.05% |
$7.44K - $7.94K
|
4.62K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-217- 3.54% |
$8.28K - $8.83K
|
5.92K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-220- 9.46% |
$8.4K - $8.95K
|
2.11K
$81K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-453- 1.9% |
$17.3K - $18.4K
|
23.4K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-556- 7.76% |
$21.2K - $22.6K
|
6.61K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-824- 8.15% |
$31.4K - $33.5K
|
9.29K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-937- 6.57% |
$35.8K - $38.1K
|
13.3K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.12K- 14.46% |
$157K - $168K
|
24.4K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.9K- 27.77% |
$263K - $281K
|
18K
$691K
|