Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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 15, 2024 Q1 2024
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
1.49K
New
$227K - $282K
1.49K $315K
Apr 11, 2024 Q1 2024
Anderson Hoagland & CO

BUY
 -
1.48K
+ 6.85%
$225K - $279K
23K $4.87M
Apr 18, 2024 Q1 2024
Colton Groome Financial Advisors, LLC

BUY
 -
1.44K
New
$219K - $272K
1.44K $304K
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.43K
+ 215.73%
$217K - $270K
2.09K $441K
May 14, 2024 Q1 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.41K
New
$215K - $267K
1.41K $298K
May 13, 2024 Q1 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.41K
+ 42.77%
$214K - $266K
4.69K $991K
Apr 25, 2024 Q1 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.36K
+ 30.0%
$207K - $257K
5.88K $1.24M
May 09, 2024 Q1 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1.33K
New
$202K - $251K
1.33K $280K
Apr 29, 2024 Q1 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
1.32K
+ 369.55%
$202K - $250K
1.68K $355K
Apr 24, 2024 Q1 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.32K
+ 1.45%
$201K - $249K
92.3K $19.5M
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

BUY
 -
1.27K
+ 24.78%
$193K - $240K
6.4K $1.35M
Apr 11, 2024 Q1 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
1.26K
New
$192K - $239K
1.26K $266K
Apr 10, 2024 Q1 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
1.25K
New
$190K - $237K
1.25K $264K
May 06, 2024 Q1 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.25K
+ 0.15%
$190K - $236K
821K $173M
May 06, 2024 Q1 2024
Eq LLC

Mercer Island, WA
BUY
 -
1.25K
New
$190K - $236K
1.25K $263K
May 07, 2024 Q1 2024
Tranquility Partners, LLC

BUY
 -
1.24K
New
$189K - $235K
1.24K $263K
Apr 22, 2024 Q1 2024
Horst & Graben Wealth Management LLC

BUY
 -
1.22K
New
$186K - $231K
1.22K $258K
May 14, 2024 Q1 2024
Cadence Bank

Tupelo, MS
BUY
 -
1.22K
New
$186K - $231K
1.22K $258K
Jul 18, 2024 Q1 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
1.19K
New
$182K - $226K
1.19K $252K
Apr 19, 2024 Q1 2024
Willis Johnson & Associates, Inc.

BUY
 -
1.19K
New
$181K - $225K
1.19K $251K
Apr 16, 2024 Q1 2024
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
1.18K
New
$180K - $223K
1.18K $249K
May 09, 2024 Q1 2024
Jbr CO Financial Management Inc

Ardmore, OK
BUY
 -
1.16K
New
$176K - $219K
1.16K $245K
May 15, 2024 Q1 2024
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
1.15K
+ 4.05%
$175K - $217K
29.6K $6.24M
Apr 29, 2024 Q1 2024
Royal Harbor Partners, LLC

BUY
 -
1.15K
New
$175K - $217K
1.15K $242K
May 09, 2024 Q1 2024
Nwam LLC

Mercer Island, WA
BUY
 -
1.14K
New
$173K - $215K
1.14K $240K
May 14, 2024 Q1 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.11K
New
$169K - $210K
1.11K $235K
Apr 18, 2024 Q1 2024
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
1.11K
New
$169K - $209K
1.11K $234K
Apr 29, 2024 Q1 2024
Bordeaux Wealth Advisors LLC

BUY
 -
1.1K
New
$168K - $209K
1.1K $233K
May 15, 2024 Q1 2024
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
1.1K
New
$168K - $208K
1.1K $232K
May 13, 2024 Q1 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
1.1K
New
$167K - $208K
1.1K $232K
May 03, 2024 Q1 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
1.1K
+ 27.68%
$167K - $208K
5.07K $1.07M
May 02, 2024 Q1 2024
Financial Counselors Inc

BUY
 -
1.1K
New
$167K - $207K
1.1K $231K
Apr 09, 2024 Q1 2024
New Hampshire Trust

Concord, NH
BUY
 -
1.1K
New
$167K - $207K
1.1K $231K
May 10, 2024 Q1 2024
Signature Estate & Investment Advisors LLC

BUY
 -
1.09K
New
$166K - $206K
1.09K $230K
May 03, 2024 Q1 2024
Del Sette Capital Management, LLC

BUY
 -
1.07K
New
$163K - $203K
1.07K $227K
Jul 17, 2024 Q1 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.05K
+ 645.68%
$159K - $198K
1.21K $255K
Apr 17, 2024 Q1 2024
Acropolis Investment Management, LLC

BUY
 -
1.04K
+ 0.92%
$159K - $197K
115K $24.2M
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
992
+ 4.66%
$151K - $188K
22.3K $4.71M
May 10, 2024 Q1 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
978
+ 6.95%
$149K - $185K
15.1K $3.18M
May 17, 2024 Q1 2024
Vima LLC

Troy, MI
BUY
 -
968
+ 1561.29%
$147K - $183K
1.03K $218K
May 07, 2024 Q1 2024
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
963
+ 0.91%
$147K - $182K
106K $22.5M
May 13, 2024 Q1 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
944
+ 1.57%
$144K - $179K
60.9K $12.9M
May 02, 2024 Q1 2024
Western Wealth Management, LLC

BUY
 -
924
+ 7.64%
$141K - $175K
13K $2.75M
Apr 09, 2024 Q1 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
921
+ 66.21%
$140K - $174K
2.31K $488K
Apr 12, 2024 Q1 2024
Baker Boyer National Bank

BUY
 -
899
+ 14.56%
$137K - $170K
7.07K $1.49M
Apr 15, 2024 Q1 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
874
+ 52.3%
$133K - $165K
2.55K $538K
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
869
New
$132K - $164K
869 $184K
May 07, 2024 Q1 2024
Us Bancorp \De\

BUY
 -
857
+ 2.8%
$131K - $162K
31.5K $6.65M
Apr 17, 2024 Q1 2024
Spirit Of America Management Corp

BUY
 -
832
New
$127K - $157K
832 $176K

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