Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MOMENTUM FACT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12M+ 15.73% |
$171M - $213M
|
8.27M
$1.75B
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
770K+ 95.33% |
$117M - $146M
|
1.58M
$333M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
594K+ 8.81% |
$90.5M - $112M
|
7.34M
$1.55B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
544K+ 54.98% |
$82.9M - $103M
|
1.53M
$324M
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
497KNew |
$75.7M - $94M
|
497K
$105M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
412K+ 67291.84% |
$62.8M - $78M
|
413K
$87.3M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
340K+ 1298.92% |
$51.8M - $64.4M
|
366K
$77.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
284K+ 65.18% |
$43.2M - $53.7M
|
719K
$152M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
242KNew |
$36.9M - $45.8M
|
242K
$51.1M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
207K+ 20.08% |
$31.6M - $39.2M
|
1.24M
$262M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
169K+ 28.67% |
$25.8M - $32.1M
|
760K
$161M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152K+ 642.51% |
$23.2M - $28.8M
|
176K
$37.1M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
141K+ 7364.37% |
$21.5M - $26.7M
|
143K
$30.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132K+ 30.06% |
$20.1M - $25M
|
572K
$121M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
106K+ 27064.1% |
$16.1M - $20M
|
106K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
105K+ 484.53% |
$16M - $19.9M
|
127K
$26.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
101KNew |
$15.4M - $19.1M
|
101K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.3K+ 29.31% |
$14.1M - $17.5M
|
407K
$86M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
91.2K+ 32.93% |
$13.9M - $17.2M
|
368K
$77.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80.3K+ 202.25% |
$12.2M - $15.2M
|
120K
$25.3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
68.7K+ 222.43% |
$10.5M - $13M
|
99.6K
$21M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
68.7KNew |
$10.5M - $13M
|
68.7K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
64K+ 3278.03% |
$9.75M - $12.1M
|
66K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60.8K+ 16128.65% |
$9.26M - $11.5M
|
61.2K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
52.9KNew |
$8.06M - $10M
|
52.9K
$11.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.1K+ 3.74% |
$7.78M - $9.66M
|
1.42M
$300M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.1K+ 3.74% |
$7.78M - $9.66M
|
1.42M
$300M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
48.5K+ 68.52% |
$7.39M - $9.18M
|
119K
$25.2M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
48.3K+ 4.36% |
$7.36M - $9.15M
|
1.16M
$244M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47.4KNew |
$7.22M - $8.97M
|
47.4K
$10M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.2K+ 8.18% |
$7.04M - $8.75M
|
611K
$129M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
43.5K+ 69.39% |
$6.62M - $8.22M
|
106K
$22.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39K+ 1311.35% |
$5.95M - $7.39M
|
42K
$8.88M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.4K+ 95.03% |
$5.85M - $7.27M
|
78.9K
$16.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
37.9KNew |
$5.77M - $7.17M
|
37.9K
$8.01M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.8KNew |
$5.45M - $6.77M
|
35.8K
$7.56M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34.5K+ 30033.04% |
$5.26M - $6.53M
|
34.7K
$7.32M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34K+ 445.7% |
$5.17M - $6.42M
|
41.6K
$8.78M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
30.4K+ 21.78% |
$4.63M - $5.75M
|
170K
$35.9M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
30.1K+ 794.99% |
$4.59M - $5.7M
|
33.9K
$7.16M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28.6K+ 245.15% |
$4.35M - $5.41M
|
40.2K
$8.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28K+ 654.39% |
$4.26M - $5.29M
|
32.2K
$6.81M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
26.3KNew |
$4M - $4.97M
|
26.3K
$5.55M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
24K+ 457.46% |
$3.66M - $4.55M
|
29.3K
$6.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
22.8K+ 35.39% |
$3.48M - $4.32M
|
87.3K
$18.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.8K+ 5.38% |
$3.16M - $3.93M
|
407K
$86M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
20.5KNew |
$3.12M - $3.87M
|
20.5K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
19.9KNew |
$3.03M - $3.76M
|
19.9K
$4.2M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.8KNew |
$2.87M - $3.56M
|
18.8K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
18.6KNew |
$2.84M - $3.53M
|
18.6K
$3.94M
|