Latest Institutional Transactions on Ishares Msci Intl Momentum Fac (IMTM)
This table provides information on the latest institutional transactions involving Ishares Msci Intl Momentum Fac (IMTM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.93K- 7.67% |
$105K - $121K
|
35.3K
$1.37M
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
99.1KNew |
$3.54M - $4.08M
|
99.1K
$3.86M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$1.79K - $2.06K
|
50
$1.95K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
451+ 0.38% |
$16.1K - $18.5K
|
120K
$4.65M
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
17.4K+ 395.45% |
$621K - $716K
|
21.8K
$849K
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.15K- 15.23% |
$40.9K - $47.1K
|
6.37K
$248K
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
6.49KNew |
$232K - $267K
|
6.49K
$253K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.39K- 25.65% |
$85.3K - $98.3K
|
6.92K
$270K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.58KNew |
$199K - $229K
|
5.58K
$217K
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-21K- 23.25% |
$750K - $864K
|
69.3K
$2.7M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-485- 22.14% |
$17.3K - $19.9K
|
1.71K
$66.4K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.14% |
$393 - $452
|
8K
$312K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.53K+ 159.87% |
$126K - $145K
|
5.74K
$223K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.76K+ 10.45% |
$206K - $237K
|
60.9K
$2.37M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
340+ 5.78% |
$12.1K - $14K
|
6.22K
$242K
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-358- 2.57% |
$12.8K - $14.7K
|
13.6K
$528K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.03K+ 19.85% |
$144K - $166K
|
24.3K
$948K
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.34K- 0.6% |
$47.7K - $55K
|
220K
$8.58M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-173- 1.53% |
$6.18K - $7.12K
|
11.1K
$432K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 40.02% |
$466K - $537K
|
45.7K
$1.78M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.76K- 2.08% |
$62.8K - $72.4K
|
83K
$3.23M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
653New |
$23.3K - $26.9K
|
653
$25.4K
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.57K- 5.99% |
$56.2K - $64.7K
|
24.7K
$963K
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.34K- 0.81% |
$83.4K - $96.1K
|
286K
$11.1M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.8K- 97.19% |
$528K - $608K
|
427
$16.6K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
669+ 9.57% |
$23.9K - $27.5K
|
7.66K
$298K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.15K+ 2.42% |
$41.2K - $47.5K
|
48.8K
$1.9M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-921Closed |
$32.9K - $37.9K
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.7K+ 95.31% |
$595K - $685K
|
34.2K
$1.33M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-417- 83.07% |
$14.9K - $17.2K
|
85
$3.31K
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
2.09K+ 2.75% |
$74.4K - $85.8K
|
77.9K
$3.03M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-411- 56.38% |
$14.7K - $16.9K
|
318
$12.4K
|
|
Q2 2024 | |||||||
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-11.3K- 50.4% |
$420K - $450K
|
11.1K
$432K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.52KNew |
$93.6K - $100K
|
2.52K
$98K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-75.6K- 44.93% |
$2.81M - $3.02M
|
92.7K
$3.61M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-105K- 75.68% |
$3.91M - $4.2M
|
33.8K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
73New |
$2.72K - $2.91K
|
73
$2.84K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
74.1KNew |
$2.76M - $2.96M
|
74.1K
$2.88M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
350New |
$13K - $14K
|
350
$13.6K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.92K+ 0.57% |
$220K - $236K
|
1.05M
$41M
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.99K+ 7.53% |
$186K - $199K
|
71.2K
$2.77M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.46K- 23.31% |
$203K - $218K
|
18K
$700K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
119New |
$4.43K - $4.75K
|
119
$4.63K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.86K - $2K
|
50
$1.95K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
496+ 5.63% |
$18.5K - $19.8K
|
9.3K
$362K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$1.53K - $1.64K
|
41
$1.6K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.22% |
$112 - $120
|
1.38K
$53.7K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.22K- 24.87% |
$120K - $129K
|
9.74K
$379K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 17.05% |
$376K - $404K
|
49.2K
$1.92M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.97% |
$37.2 - $39.9
|
104
$4.05K
|