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iShares MSCI Intl Momentum Factor ETF (IMTM) Institutional Ownership

iShares MSCI Intl Momentum Factor ETF logo
$37.32 -0.01 (-0.03%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$304.27M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$37.30M
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IMTM Institutional Buying and Selling by Quarter

iShares MSCI Intl Momentum Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 World Investment Advisors LLC48,151$1.94M0.0%+4.4%0.089%
11/25/2024 Pine Valley Investments Ltd Liability Co11,877$480K0.0%-7.0%0.022%
11/18/2024 Toronto Dominion Bank3,525$142K0.0%N/A0.007%
11/15/2024 Valued Retirements Inc.22,384$904K1.2%N/A0.041%
11/15/2024 Glass Jacobson Investment Advisors llc25,819$1.04M0.3%+1.3%0.048%
11/15/2024 MML Investors Services LLC45,041$1.82M0.0%-59.7%0.083%
11/15/2024 National Bank of Canada FI68,408$2.76M0.0%+75.9%0.127%
11/15/2024 EP Wealth Advisors LLC3,794$153K0.0%N/A0.007%
11/15/2024 Jane Street Group LLC12,155$491K0.0%-85.7%0.023%
11/15/2024 Stifel Financial Corp8,242$333K0.0%+4.1%0.015%
11/15/2024 HighTower Advisors LLC9,453$381K0.0%+9.3%0.018%
11/14/2024 Acropolis Investment Management LLC569,367$22.99M1.4%+1.0%1.054%
11/14/2024 Rockefeller Capital Management L.P.15,220$615K0.0%-23.0%0.028%
11/14/2024 Bell Investment Advisors Inc7,652$309K0.1%-38.4%0.014%
11/13/2024 FMR LLC486,796$19.66M0.0%+10.3%0.901%
11/12/2024 Great Valley Advisor Group Inc.38,101$1.54M0.0%N/A0.071%
11/7/2024 Caprock Group LLC16,328$659K0.0%-6.7%0.030%
11/6/2024 Straight Path Wealth Management225,842$9.12M3.9%+3.9%0.418%
11/6/2024 Dopkins Wealth Management LLC19,396$783K0.6%-27.3%0.036%
11/5/2024 Harbour Investments Inc.5,914$239K0.0%+187.4%0.011%
11/5/2024 Tacita Capital Inc116,877$4.72M3.1%-1.5%0.216%
11/4/2024 1900 Wealth Management LLC109,626$4.30M0.4%+25.6%0.203%
11/4/2024 Brickley Wealth Management40,612$1.64M0.3%-3.9%0.075%
11/1/2024 Atria Investments Inc77,796$3.14M0.0%+127.2%0.144%
11/1/2024 Assetmark Inc.1,007$41K0.0%N/A0.002%
11/1/2024 SpiderRock Advisors LLC14,572$588K0.0%+14.8%0.027%
10/31/2024 American Capital Advisory LLC971$39K0.0%+3,367.9%0.002%
10/30/2024 Financial Partners Group Inc28,883$1.17M0.2%+23.1%0.053%
10/30/2024 Greenwood Capital Associates LLC35,283$1.43M0.2%-7.7%0.065%
10/30/2024 World Equity Group Inc.5,575$225K0.1%N/A0.010%
10/30/2024 TKG Advisors LLC6,493$262K0.1%N/A0.012%
10/30/2024 QRG Capital Management Inc.6,924$280K0.0%-25.7%0.013%
10/29/2024 Opes Wealth Management LLC119,512$4.83M0.9%+0.4%0.221%
10/29/2024 Lodestone Wealth Management LLC6,373$257K0.1%-15.2%0.012%
10/29/2024 Empire Life Investments Inc.21,800$880K0.1%+395.5%0.040%
10/29/2024 Symmetry Partners LLC99,099$4.00M0.9%N/A0.184%
10/29/2024 Financial Freedom LLC94,379$3.81M2.0%+152.2%0.175%
10/29/2024 Capital Advisors Inc. OK69,348$2.80M0.1%-23.3%0.128%
10/28/2024 Creative Financial Designs Inc. ADV60,910$2.46M0.2%+10.5%0.113%
10/28/2024 Focus Financial Network Inc.123,210$4.98M0.2%N/A0.228%
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10/28/2024 US Bancorp DE1,706$69K0.0%-22.1%0.003%
10/25/2024 ADE LLC7,326$296K0.2%-6.9%0.014%
10/25/2024 Strategic Blueprint LLC11,861$479K0.0%+81.7%0.022%
10/24/2024 Ackerman Capital Advisors LLC13,552$547K0.1%-2.6%0.025%
10/24/2024 Wealth Enhancement Advisory Services LLC18,629,698$752.27M1.6%+4.1%34.499%
10/24/2024 NorthCrest Asset Manangement LLC24,339$983K0.0%+19.8%0.045%
10/23/2024 Klaas Financial Asset Advisors LLC279,738$11.30M2.0%+1.5%0.518%
10/22/2024 Lazari Capital Management Inc.11,938$482K0.2%-8.1%0.022%
10/22/2024 Segment Wealth Management LLC264,264$10.67M0.7%-2.1%0.489%
10/19/2024Columbus Macro LLC54,872$2.20M0.8%+1.7%0.102%
10/18/2024Stratos Wealth Advisors LLC19,540$789K0.0%+187.3%0.036%
10/17/2024LexAurum Advisors LLC5,410$218K0.0%-17.2%0.010%
10/16/2024 Bfsg LLC653$26K0.0%N/A0.001%
10/15/2024 Cabot Wealth Management Inc.285,894$11.54M1.4%-0.8%0.529%
10/11/2024 Creative Planning7,662$309K0.0%+9.6%0.014%
10/10/2024 Professional Financial Advisors LLC27,175$1.10M0.3%+2.7%0.050%
10/10/2024 MorganRosel Wealth Management LLC48,827$1.97M0.7%+2.4%0.090%
10/10/2024 Shore Point Advisors LLC339,125$13.69M7.3%+0.3%0.628%
10/10/2024 Ritholtz Wealth Management868,032$35.05M1.1%+3.2%1.607%
10/10/2024 Simplicity Wealth LLC34,150$1.38M0.1%+95.3%0.063%
10/9/2024 Unison Advisors LLC77,852$3.14M0.4%+2.8%0.144%
10/8/2024 Great Oak Capital Partners LLC27,616$1.10M0.4%-29.6%0.051%
10/8/2024 Atwood & Palmer Inc.303,996$12.28M0.8%-10.0%0.563%
10/3/2024 Apella Capital LLC545,994$21.80M0.9%+3.8%1.011%
9/9/2024 Lazari Capital Management Inc.12,993$503K0.2%N/A0.024%
8/26/2024 Ariadne Wealth Management LP23,386$905K0.5%N/A0.043%
8/22/2024 Cetera Investment Advisers159,395$6.17M0.0%+7.9%0.295%
8/21/2024 Truist Financial Corp35,963$1.39M0.0%N/A0.067%
8/16/2024 Northwestern Mutual Wealth Management Co.64,046$2.48M0.0%+205.0%0.119%
8/16/2024 Silver Lake Advisory LLC7,391$286K0.0%N/A0.014%
8/16/2024 Straight Path Wealth Management217,393$8.41M4.3%+5.7%0.403%
8/16/2024 Kathmere Capital Management LLC366,087$14.16M1.5%+6.7%0.678%
8/15/2024 Beaird Harris Wealth Management LLC2,516$97K0.0%N/A0.005%
8/14/2024 Great Oak Capital Partners LLC39,227$1.45M0.5%-60.6%0.073%
8/12/2024 Glass Jacobson Investment Advisors llc25,484$986K0.4%+5.0%0.047%
8/12/2024 Waterloo Capital L.P.17,975$695K0.1%-23.3%0.033%
8/12/2024 Mercer Global Advisors Inc. ADV18,200,688$701.17M1.8%+6.8%33.705%
8/8/2024 Envestnet Asset Management Inc.18,153,075$702.34M0.2%+5.5%33.617%
8/7/2024 Vantage Financial Partners LLC12,338$477K0.1%N/A0.023%
8/6/2024 Caprock Group LLC17,508$677K0.0%-13.4%0.032%
8/6/2024 Opes Wealth Management LLC119,061$4.61M1.0%-3.2%0.220%
8/5/2024 Private Advisor Group LLC49,194$1.90M0.0%-17.1%0.091%
8/3/2024 National Bank of Canada FI38,900$1.51M0.0%+1.6%0.072%
8/1/2024 Ritholtz Wealth Management840,882$32.53M1.1%+0.1%1.557%
7/31/2024Commonwealth Equity Services LLC32,649$1.26M0.0%-9.7%0.060%
7/30/2024 Pine Valley Investments Ltd Liability Co12,772$494K0.0%+38.3%0.024%
7/30/2024 Dopkins Wealth Management LLC26,681$1.03M0.6%+1.6%0.049%
7/30/2024 Atlas Capital Advisors LLC370,711$14.34M1.9%-17.8%0.687%
7/29/2024 Armbruster Capital Management Inc.448,123$17.34M3.6%+1.8%0.830%
7/27/2024 Strategic Blueprint LLC6,528$253K0.0%-11.7%0.012%
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7/26/2024 1900 Wealth Management LLC87,298$3.38M0.3%-20.4%0.162%
7/26/2024 Ackerman Capital Advisors LLC13,910$538K0.1%-38.9%0.026%
7/19/2024 ADE LLC7,866$304K0.2%-4.3%0.015%
7/19/2024 Financial Partners Group Inc23,469$908K0.1%+82.0%0.043%
7/19/2024Raymond James & Associates337,760$13.07M0.0%-21.6%0.625%
7/18/2024 WealthCare Investment Partners LLC6,052$234K0.1%N/A0.011%
7/18/2024 Silver Lake Advisory LLC7,391$286K0.1%N/A0.014%
7/18/2024 Professional Financial Advisors LLC26,462$1.02M0.3%+3.7%0.049%
7/17/2024 CGC Financial Services LLC259,139$10.03M4.4%-4.5%0.480%
7/17/2024 Seed Wealth Management Inc.9,900$383K0.3%+33.8%0.018%
(Data available from 1/1/2016 forward)

IMTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMTM shares?

During the previous two years, 138 institutional investors and hedge funds held shares of iShares MSCI Intl Momentum Factor ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($752.27M), Envestnet Asset Management Inc. ($702.34M), Mercer Global Advisors Inc. ADV ($701.17M), Ritholtz Wealth Management ($35.05M), Acropolis Investment Management LLC ($22.99M), Apella Capital LLC ($21.80M), and FMR LLC ($19.66M).Learn more on IMTM's institutional investors.

Which institutional investors have been buying iShares MSCI Intl Momentum Factor ETF stock?

Of the 119 institutional investors that purchased iShares MSCI Intl Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($15.26M), Envestnet Asset Management Inc. ($4.68M), Mercer Global Advisors Inc. ADV ($3.32M), Apella Capital LLC ($679.35K), Janney Montgomery Scott LLC ($598.43K), Adroit Compliance LLC ($540.20K), and Raymond James & Associates ($489.21K).

How much institutional buying is happening at iShares MSCI Intl Momentum Factor ETF?

Institutional investors have bought a total of 29,202,445 shares in the last 24 months. This purchase volume represents approximately $996.46M in transactions.

Which iShares MSCI Intl Momentum Factor ETF major shareholders have been selling company stock?

Of the 65 institutional investors that sold iShares MSCI Intl Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atwood & Palmer Inc. ($776.70K), 1900 Wealth Management LLC ($383.11K), Intelligence Driven Advisers LLC ($154.18K), Raymond James & Associates ($151.45K), Great Oak Capital Partners LLC ($121.78K), Atlas Capital Advisors LLC ($80.25K), and Meredith Wealth Planning ($78.35K).

How much institutional selling is happening at iShares MSCI Intl Momentum Factor ETF?

Institutional investors have sold a total of 2,520,659 shares in the last 24 months. This volume of shares sold represents approximately $85.53M in transactions.



This page (NYSEARCA:IMTM) was last updated on 12/22/2024 by MarketBeat.com Staff
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