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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-26- 10.92% |
$749 - $870
|
212
$8.62K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
80New |
$2.31K - $2.68K
|
80
$3.25K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.94KNew |
$238K - $254K
|
7.94K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
212+ 15.12% |
$6.36K - $6.78K
|
1.61K
$65.6K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.53KNew |
$182K - $200K
|
6.53K
$265K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.65% |
$26.5 - $28.9
|
156
$6.34K
|
|
| 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
$61K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-15- 30.0% |
$457 - $530
|
35
$1.42K
|
|
|
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
$265K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
145New |
$4.15K - $4.43K
|
145
$5.89K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$3.84K - $4.57K
|
150
$6.1K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13KClosed |
$264K - $300K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$24.2K - $25.8K
|
1.21K
$49.1K
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.9KClosed |
$165K - $202K
|
0
$0
|
|