Latest Institutional Purchases of Impact Shs Fds I Tr Ywca Women (WOMN)
This list provides information on the latest institutional transactions involving Impact Shs Fds I Tr Ywca Women (WOMN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.73KNew |
$257K - $274K
|
6.73K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
1.79K+ 9.06% |
$68.2K - $72.8K
|
21.5K
$874K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
362+ 0.42% |
$13.8K - $14.7K
|
85.9K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
321+ 29.37% |
$12.2K - $13.1K
|
1.41K
$57.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
220New |
$8.4K - $8.95K
|
220
$8.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
155New |
$5.91K - $6.31K
|
155
$6.29K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
140+ 1.88% |
$5.34K - $5.7K
|
7.58K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61+ 0.24% |
$2.33K - $2.48K
|
25.6K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$38.2 - $40.7
|
1.1K
$44.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.26% |
$38.2 - $40.7
|
381
$15.5K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$87.6K - $97.5K
|
2.51K
$102K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33KNew |
$46.3K - $51.5K
|
1.33K
$53.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
600New |
$20.9K - $23.3K
|
600
$24.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 42.86% |
$1.05K - $1.16K
|
100
$4.06K
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100+ 100.0% |
$3.43K - $3.61K
|
200
$8.12K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27New |
$926 - $975
|
27
$1.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.79K+ 34.02% |
$91.9K - $101K
|
11K
$446K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
578+ 9633.33% |
$19K - $20.9K
|
584
$23.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.93% |
$98.8 - $108
|
324
$13.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.4KNew |
$387K - $450K
|
13.4K
$546K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.44KNew |
$70.2K - $81.5K
|
2.44K
$98.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
80New |
$2.31K - $2.68K
|
80
$3.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$2.16K - $2.51K
|
75
$3.05K
|
|
| 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
$65.5K
|
|
| 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 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.53KNew |
$201K - $215K
|
6.53K
$265K
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110New |
$3.39K - $3.62K
|
110
$4.47K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
145New |
$4.15K - $4.43K
|
145
$5.89K
|
|
| Q4 2020 | |||||||
|
Apr 13, 2021
Q4 2020
|
South Shore Capital Advisors
|
BUY
|
- |
16.5KNew |
$421K - $501K
|
16.5K
$668K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$3.84K - $4.57K
|
150
$6.09K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$24.2K - $25.8K
|
1.21K
$49.1K
|
|