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 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3+ 0.08% |
$457 - $568
|
3.64K
$768K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.1% |
$305 - $378
|
2.02K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.14% |
$305 - $378
|
1.44K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$305 - $378
|
3.83K
$810K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.07% |
$152 - $189
|
1.42K
$301K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.02% |
$152 - $189
|
5.35K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$152 - $189
|
1.87K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.07% |
$152 - $189
|
1.41K
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.1% |
$152 - $189
|
967
$204K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.06% |
$152 - $189
|
1.65K
$348K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.02% |
$152 - $189
|
4.43K
$935K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.07% |
$152 - $189
|
1.41K
$299K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1+ 0.06% |
$152 - $189
|
1.8K
$379K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$152 - $189
|
2.91K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 6.25% |
$152 - $189
|
15
$3.17K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.68% |
$152 - $189
|
146
$30.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 1.56% |
$152 - $189
|
63
$13.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1- 0.06% |
$152 - $189
|
1.8K
$379K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$152 - $189
|
6.5K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 66.67% |
$305 - $378
|
1
$211
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2- 0.08% |
$305 - $378
|
2.43K
$514K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$457 - $568
|
2.2K
$465K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-5- 0.31% |
$762 - $946
|
1.6K
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5- 0.05% |
$762 - $946
|
10.6K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6- 0.41% |
$914 - $1.14K
|
1.44K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 5.88% |
$1.07K - $1.32K
|
112
$23.7K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8- 0.41% |
$1.22K - $1.51K
|
1.94K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-9- 0.4% |
$1.37K - $1.7K
|
2.26K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 73.33% |
$1.68K - $2.08K
|
4
$845
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.86% |
$1.68K - $2.08K
|
1.27K
$268K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-14- 18.92% |
$2.13K - $2.65K
|
60
$12.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-15- 1.11% |
$2.28K - $2.84K
|
1.33K
$282K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-18- 0.19% |
$2.74K - $3.41K
|
9.62K
$2.03M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 1.19% |
$3.05K - $3.78K
|
1.66K
$351K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-20- 1.51% |
$3.05K - $3.78K
|
1.3K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21- 0.51% |
$3.2K - $3.97K
|
4.13K
$873K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21- 0.93% |
$3.2K - $3.97K
|
2.24K
$473K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-22- 0.93% |
$3.35K - $4.16K
|
2.35K
$497K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-22- 0.74% |
$3.35K - $4.16K
|
2.94K
$622K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 5.25% |
$3.5K - $4.35K
|
415
$87.7K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-23- 0.35% |
$3.5K - $4.35K
|
6.58K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-24- 1.32% |
$3.66K - $4.54K
|
1.79K
$379K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 0.57% |
$3.81K - $4.73K
|
4.35K
$919K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-27- 1.28% |
$4.11K - $5.11K
|
2.08K
$439K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-27- 0.68% |
$4.11K - $5.11K
|
3.96K
$837K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-32- 2.15% |
$4.87K - $6.05K
|
1.46K
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-33- 0.76% |
$5.03K - $6.24K
|
4.32K
$912K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-35- 24.65% |
$5.33K - $6.62K
|
107
$22.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 80.0% |
$5.48K - $6.81K
|
9
$1.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-37- 0.92% |
$5.64K - $7K
|
3.99K
$843K
|