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 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-216- 10.85% |
$32.9K - $40.9K
|
1.78K
$375K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-222- 7.01% |
$33.8K - $42K
|
2.94K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-223- 14.48% |
$34K - $42.2K
|
1.32K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-224- 4.66% |
$34.1K - $42.4K
|
4.58K
$968K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-229- 3.09% |
$34.9K - $43.3K
|
7.18K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-232- 5.98% |
$35.3K - $43.9K
|
3.65K
$771K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-240- 4.51% |
$36.6K - $45.4K
|
5.08K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-240- 8.6% |
$36.6K - $45.4K
|
2.55K
$539K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-243- 16.66% |
$37K - $46K
|
1.22K
$257K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-246- 2.52% |
$37.5K - $46.5K
|
9.51K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-255- 7.17% |
$38.8K - $48.2K
|
3.3K
$697K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-257- 16.16% |
$39.1K - $48.6K
|
1.33K
$282K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-264- 0.62% |
$40.2K - $49.9K
|
42.2K
$8.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-265- 8.01% |
$40.4K - $50.1K
|
3.04K
$643K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-288- 4.49% |
$43.9K - $54.5K
|
6.12K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-293- 11.1% |
$44.6K - $55.4K
|
2.35K
$496K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-294- 17.92% |
$44.8K - $55.6K
|
1.35K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-303- 82.11% |
$46.2K - $57.3K
|
66
$13.9K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-308- 0.31% |
$46.9K - $58.3K
|
99.6K
$21M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-310- 15.18% |
$47.2K - $58.7K
|
1.73K
$366K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-322- 10.5% |
$49K - $60.9K
|
2.74K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-322- 0.79% |
$49K - $60.9K
|
40.6K
$8.58M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-335- 5.28% |
$51K - $63.4K
|
6.02K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-349- 22.49% |
$53.2K - $66K
|
1.2K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-350- 5.21% |
$53.3K - $66.2K
|
6.37K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-357- 1.63% |
$54.4K - $67.5K
|
21.5K
$4.55M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-381- 8.48% |
$58K - $72.1K
|
4.11K
$869K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-385- 3.85% |
$58.6K - $72.8K
|
9.62K
$2.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-395- 3.24% |
$60.2K - $74.7K
|
11.8K
$2.5M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-414- 4.66% |
$63.1K - $78.3K
|
8.47K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-465- 10.48% |
$70.8K - $88K
|
3.97K
$840K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-470- 4.42% |
$71.6K - $88.9K
|
10.2K
$2.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-472- 16.59% |
$71.9K - $89.3K
|
2.37K
$501K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-474- 27.38% |
$72.2K - $89.7K
|
1.26K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-483- 6.92% |
$73.6K - $91.4K
|
6.5K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-486- 0.8% |
$74K - $92K
|
59.9K
$12.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-490- 10.91% |
$74.6K - $92.7K
|
4K
$845K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-508- 27.97% |
$77.4K - $96.1K
|
1.31K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-519- 25.22% |
$79.1K - $98.2K
|
1.54K
$325K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-523- 7.82% |
$79.7K - $99K
|
6.16K
$1.3M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-535- 2.56% |
$81.5K - $101K
|
20.3K
$4.29M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-546- 11.72% |
$83.2K - $103K
|
4.11K
$869K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-552- 2.81% |
$84.1K - $104K
|
19.1K
$4.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-554- 16.39% |
$84.4K - $105K
|
2.83K
$597K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-558- 4.79% |
$85K - $106K
|
11.1K
$2.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-572- 8.55% |
$87.1K - $108K
|
6.12K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-577- 7.65% |
$87.9K - $109K
|
6.96K
$1.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-581- 29.45% |
$88.5K - $110K
|
1.39K
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-595- 23.6% |
$90.6K - $113K
|
1.93K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-618- 9.88% |
$94.1K - $117K
|
5.64K
$1.19M
|