DOPKINS WEALTH MANAGEMENT, LLC IMTM Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's iShares MSCI Intl Momentum Factor ET Holding Summary
As of 2025-06-30, DOPKINS WEALTH MANAGEMENT, LLC held 52,695.00 shares of iShares MSCI Intl Momentum Factor ET(IMTM), totaling $2.41 Mil. This investment constitutes 1.08% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.08% of the outstanding iShares MSCI Intl Momentum Factor ET(IMTM) stock.
The initial trade took place in 2022Q4. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 9 purchases of IMTM, at an average price of $35.58, for a total of 60,923.00 shares. In addition, there have been 2 sales at an average price of $38.26 for 8,228.00 shares. Based on historical transaction data and IMTM's current price of $45.09, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his IMTM holdings is $523,400.20, reflecting a 24.15% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC IMTM ($45.09) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC IMTM ($45.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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