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
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18.3KNew |
$2.79M - $3.46M
|
18.3K
$3.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 6.61% |
$2.76M - $3.42M
|
292K
$61.7M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
18.1KNew |
$2.75M - $3.42M
|
18.1K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2K+ 217.41% |
$2.47M - $3.07M
|
23.7K
$5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16K+ 345.4% |
$2.44M - $3.03M
|
20.7K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
15.7KNew |
$2.39M - $2.97M
|
15.7K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.1K+ 8.13% |
$2.3M - $2.86M
|
201K
$42.4M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15K+ 51.14% |
$2.29M - $2.84M
|
44.4K
$9.38M
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
15KNew |
$2.28M - $2.83M
|
15K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.9K+ 5.34% |
$2.27M - $2.82M
|
294K
$62.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.9K+ 138.79% |
$2.26M - $2.81M
|
25.6K
$5.4M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
13.9K+ 21.74% |
$2.12M - $2.63M
|
77.8K
$16.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11K+ 267.19% |
$1.67M - $2.08M
|
15.1K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.4KNew |
$1.59M - $1.97M
|
10.4K
$2.2M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.4K+ 1888.52% |
$1.58M - $1.96M
|
10.9K
$2.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
10.3KNew |
$1.57M - $1.95M
|
10.3K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 8.82% |
$1.56M - $1.94M
|
126K
$26.7M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
9.55K+ 26.59% |
$1.45M - $1.81M
|
45.5K
$9.61M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9.16KNew |
$1.4M - $1.73M
|
9.16K
$1.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.82KNew |
$1.34M - $1.67M
|
8.82K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.67K+ 433.05% |
$1.32M - $1.64M
|
10.7K
$2.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.03KNew |
$1.22M - $1.52M
|
8.03K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.01KNew |
$1.22M - $1.52M
|
8.01K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8K+ 118.96% |
$1.22M - $1.51M
|
14.7K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.94KNew |
$1.21M - $1.5M
|
7.94K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.9KNew |
$1.2M - $1.5M
|
7.9K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
7.9KNew |
$1.2M - $1.49M
|
7.9K
$1.67M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.53K+ 22.35% |
$1.15M - $1.42M
|
41.2K
$8.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.33K+ 2956.05% |
$1.12M - $1.39M
|
7.58K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.14K+ 12.41% |
$1.09M - $1.35M
|
64.7K
$13.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
6.5KNew |
$991K - $1.23M
|
6.5K
$1.37M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
6.42K+ 9.65% |
$978K - $1.21M
|
72.9K
$15.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.2KNew |
$944K - $1.17M
|
6.2K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.12KNew |
$931K - $1.16M
|
6.12K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
6.07KNew |
$924K - $1.15M
|
6.07K
$1.28M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.88KNew |
$896K - $1.11M
|
5.88K
$1.24M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.85K+ 94.12% |
$891K - $1.11M
|
12.1K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.77K+ 7.12% |
$879K - $1.09M
|
86.9K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.71KNew |
$870K - $1.08M
|
5.71K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.6K+ 8.84% |
$852K - $1.06M
|
68.9K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.54K+ 52.42% |
$843K - $1.05M
|
16.1K
$3.4M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.45KNew |
$830K - $1.03M
|
5.45K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.41KNew |
$825K - $1.02M
|
5.41K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.9KNew |
$746K - $927K
|
4.9K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.87K+ 15.0% |
$741K - $921K
|
37.3K
$7.88M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.75K+ 191.15% |
$724K - $899K
|
7.24K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.68K+ 63.49% |
$713K - $886K
|
12.1K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.36K+ 7.46% |
$664K - $825K
|
62.9K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.12K+ 19.97% |
$628K - $780K
|
24.8K
$5.23M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.02KNew |
$612K - $761K
|
4.02K
$849K
|