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 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
174+ 2.13% |
$26.5K - $32.9K
|
8.36K
$1.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
171+ 2.22% |
$26K - $32.4K
|
7.88K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
164+ 8.48% |
$25K - $31K
|
2.1K
$443K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
160+ 10.85% |
$24.4K - $30.3K
|
1.64K
$345K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
157New |
$23.9K - $29.7K
|
157
$33.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
150New |
$22.8K - $28.4K
|
150
$31.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
146+ 3.94% |
$22.2K - $27.6K
|
3.85K
$814K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
146New |
$22.2K - $27.6K
|
146
$30.8K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
144+ 3.77% |
$21.9K - $27.2K
|
3.96K
$837K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
129+ 8.25% |
$19.6K - $24.4K
|
1.69K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
128+ 28.32% |
$19.5K - $24.2K
|
580
$123K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
126New |
$19.2K - $23.8K
|
126
$26.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
125New |
$19K - $23.7K
|
125
$26.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
120+ 7.96% |
$18.3K - $22.7K
|
1.63K
$344K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
116+ 2.27% |
$17.7K - $21.9K
|
5.23K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
104+ 29.05% |
$15.8K - $19.7K
|
462
$97.6K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
103+ 0.12% |
$15.7K - $19.5K
|
88.2K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
102+ 9.26% |
$15.5K - $19.3K
|
1.2K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
100+ 3.88% |
$15.2K - $18.9K
|
2.68K
$565K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
94+ 1.9% |
$14.3K - $17.8K
|
5.05K
$1.07M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
82+ 5.7% |
$12.5K - $15.5K
|
1.52K
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
78+ 4.99% |
$11.9K - $14.8K
|
1.64K
$346K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76New |
$11.6K - $14.4K
|
76
$16.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
65+ 13.92% |
$9.9K - $12.3K
|
532
$112K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
65+ 1.42% |
$9.9K - $12.3K
|
4.63K
$978K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
60+ 0.76% |
$9.14K - $11.4K
|
7.93K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
60+ 0.58% |
$9.14K - $11.4K
|
10.5K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
58+ 0.98% |
$8.83K - $11K
|
5.97K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
48+ 0.42% |
$7.31K - $9.08K
|
11.5K
$2.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
48+ 266.67% |
$7.31K - $9.08K
|
66
$13.9K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
47+ 1.31% |
$7.16K - $8.89K
|
3.63K
$767K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
46New |
$7.01K - $8.7K
|
46
$9.72K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
44New |
$6.7K - $8.32K
|
44
$9.3K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41New |
$6.25K - $7.76K
|
41
$8.66K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
29+ 0.48% |
$4.42K - $5.49K
|
6.02K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
28+ 0.48% |
$4.26K - $5.3K
|
5.85K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26New |
$3.96K - $4.92K
|
26
$5.49K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24+ 0.66% |
$3.66K - $4.54K
|
3.64K
$769K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 1.79% |
$3.5K - $4.35K
|
1.31K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
20New |
$3.05K - $3.78K
|
20
$4.23K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 0.32% |
$2.28K - $2.84K
|
4.65K
$983K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 7.59% |
$1.68K - $2.08K
|
156
$33K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.77% |
$1.68K - $2.08K
|
1.45K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10New |
$1.52K - $1.89K
|
10
$2.11K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10New |
$1.52K - $1.89K
|
10
$2.11K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 12.99% |
$1.52K - $1.89K
|
87
$18.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
9+ 0.37% |
$1.37K - $1.7K
|
2.43K
$513K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 233.33% |
$1.07K - $1.32K
|
10
$2.11K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6+ 0.44% |
$914 - $1.14K
|
1.38K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
4+ 0.06% |
$609 - $757
|
7.06K
$1.49M
|