Latest Institutional Transactions on Impact Shs Fds I Tr Ywca Women (WOMN)
This table provides information on the latest institutional transactions involving Impact Shs Fds I Tr Ywca Women (WOMN) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.92K- 21.57% |
$137K - $152K
|
14.3K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
573+ 2.46% |
$20K - $22.2K
|
23.8K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-201- 1.95% |
$7.01K - $7.8K
|
10.1K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
600New |
$20.9K - $23.3K
|
600
$23.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.58% |
$34.9 - $38.8
|
172
$6.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
574+ 3.0% |
$20K - $22.3K
|
19.7K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.09KNew |
$38.1K - $42.4K
|
1.09K
$42.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-110- 1.77% |
$3.84K - $4.27K
|
6.09K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-194- 1.65% |
$6.77K - $7.53K
|
11.6K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29+ 0.39% |
$1.01K - $1.13K
|
7.44K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41+ 1.8% |
$1.43K - $1.59K
|
2.33K
$91.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.01% |
$34.9 - $38.8
|
7.17K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$34.9 - $38.8
|
1.1K
$42.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33KNew |
$46.3K - $51.5K
|
1.33K
$52K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.73K+ 23.52% |
$165K - $184K
|
24.9K
$975K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.9K+ 26.12% |
$206K - $229K
|
28.5K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$87.6K - $97.5K
|
2.51K
$98.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
85.5KNew |
$2.98M - $3.32M
|
85.5K
$3.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
188+ 3.16% |
$6.56K - $7.3K
|
6.14K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 42.86% |
$1.05K - $1.16K
|
100
$3.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-272- 1.05% |
$9.49K - $10.6K
|
25.6K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.53% |
$69.8 - $77.6
|
380
$14.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
170+ 3.66% |
$5.93K - $6.6K
|
4.82K
$189K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27New |
$926 - $975
|
27
$1.06K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100+ 100.0% |
$3.43K - $3.61K
|
200
$7.84K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
578+ 9633.33% |
$19K - $20.9K
|
584
$22.9K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.93% |
$98.8 - $108
|
324
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.79K+ 34.02% |
$91.9K - $101K
|
11K
$431K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.44KNew |
$70.2K - $81.5K
|
2.44K
$95.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.4KNew |
$387K - $450K
|
13.4K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-26- 10.92% |
$749 - $870
|
212
$8.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$2.16K - $2.51K
|
75
$2.94K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
80New |
$2.31K - $2.68K
|
80
$3.14K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.94KNew |
$238K - $254K
|
7.94K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
212+ 15.12% |
$6.36K - $6.78K
|
1.61K
$63.3K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.53KNew |
$182K - $200K
|
6.53K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-317- 39.09% |
$8.86K - $9.72K
|
494
$19.4K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.65% |
$26.5 - $28.9
|
156
$6.12K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-6.39KClosed |
$174K - $211K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-167Closed |
$4.55K - $5.5K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-30- 1.96% |
$818 - $989
|
1.5K
$58.8K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-15- 30.0% |
$457 - $530
|
35
$1.37K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-275Closed |
$8.37K - $9.71K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.6KClosed |
$140K - $162K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-109KClosed |
$3.31M - $3.84M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.53KNew |
$201K - $215K
|
6.53K
$256K
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110New |
$3.39K - $3.62K
|
110
$4.31K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
145New |
$4.15K - $4.43K
|
145
$5.69K
|
|
| Q4 2020 | |||||||
|
Apr 13, 2021
Q4 2020
|
South Shore Capital Advisors
|
BUY
|
- |
16.5KNew |
$421K - $501K
|
16.5K
$645K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$3.84K - $4.57K
|
150
$5.88K
|
|