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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-620- 25.2% |
$94.4K - $117K
|
1.84K
$389K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-631- 0.1% |
$96.1K - $119K
|
656K
$138M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-647- 24.69% |
$98.6K - $122K
|
1.97K
$417K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-653- 14.68% |
$99.5K - $124K
|
3.79K
$802K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-666- 0.77% |
$101K - $126K
|
85.3K
$18M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-698- 4.94% |
$106K - $132K
|
13.4K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-712- 2.73% |
$108K - $135K
|
25.4K
$5.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-779- 5.82% |
$119K - $147K
|
12.6K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-782- 15.18% |
$119K - $148K
|
4.37K
$923K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-841- 2.27% |
$128K - $159K
|
36.2K
$7.64M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-865- 28.89% |
$132K - $164K
|
2.13K
$450K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-880- 3.28% |
$134K - $166K
|
25.9K
$5.48M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-903- 2.82% |
$138K - $171K
|
31.1K
$6.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-932- 30.46% |
$142K - $176K
|
2.13K
$450K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-955- 16.45% |
$145K - $181K
|
4.85K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-978- 13.4% |
$149K - $185K
|
6.32K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-989- 42.32% |
$151K - $187K
|
1.35K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 54.52% |
$156K - $194K
|
855
$181K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.08K- 2.33% |
$164K - $204K
|
45.1K
$9.53M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.1K- 2.92% |
$167K - $207K
|
36.4K
$7.69M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.1K- 41.09% |
$167K - $208K
|
1.57K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.1K- 31.47% |
$167K - $208K
|
2.39K
$505K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.12K- 41.07% |
$170K - $212K
|
1.6K
$339K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.14K- 28.78% |
$174K - $216K
|
2.83K
$598K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.15K- 5.99% |
$175K - $217K
|
18K
$3.8M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.15K- 4.24% |
$176K - $218K
|
26K
$5.5M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.18K- 4.66% |
$180K - $224K
|
24.2K
$5.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.2K- 11.68% |
$182K - $226K
|
9.04K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.23K- 14.38% |
$187K - $232K
|
7.31K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.32K- 15.74% |
$201K - $250K
|
7.07K
$1.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.36K- 13.14% |
$206K - $256K
|
8.96K
$1.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.43K- 3.95% |
$218K - $271K
|
34.8K
$7.35M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 18.7% |
$218K - $271K
|
6.23K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.44K- 3.13% |
$219K - $272K
|
44.5K
$9.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.46K- 1.63% |
$223K - $277K
|
88.3K
$18.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.47K- 12.06% |
$224K - $278K
|
10.7K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.51K- 6.85% |
$229K - $285K
|
20.5K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.55K- 2.77% |
$236K - $294K
|
54.5K
$11.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.56K- 3.66% |
$238K - $295K
|
41.1K
$8.69M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.57K- 19.87% |
$239K - $296K
|
6.32K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.57K- 28.33% |
$239K - $297K
|
3.97K
$840K
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.61K- 11.11% |
$246K - $305K
|
12.9K
$2.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-1.64K- 20.12% |
$249K - $309K
|
6.49K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.67K- 3.8% |
$255K - $316K
|
42.3K
$8.93M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.68K- 56.79% |
$255K - $317K
|
1.28K
$269K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.73K- 3.74% |
$263K - $326K
|
44.3K
$9.37M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.9K- 84.21% |
$289K - $359K
|
356
$75.2K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.92K- 5.19% |
$292K - $363K
|
35K
$7.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.93K- 6.15% |
$294K - $365K
|
29.4K
$6.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.94K- 8.41% |
$295K - $366K
|
21.1K
$4.46M
|