Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
846K+ 333.38% |
$147M - $168M
|
1.1M
$232M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
729K+ 197.1% |
$127M - $145M
|
1.1M
$232M
|
|
|
Aug 07, 2024
Q2 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
355KNew |
$61.7M - $70.7M
|
355K
$75.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
301K+ 19.65% |
$52.3M - $59.9M
|
1.83M
$388M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
214K+ 2.91% |
$37.1M - $42.5M
|
7.55M
$1.6B
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
209K+ 62.75% |
$36.2M - $41.5M
|
541K
$114M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
206K+ 56.1% |
$35.7M - $40.9M
|
572K
$121M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
205K+ 281.14% |
$35.6M - $40.8M
|
278K
$58.7M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
160KNew |
$27.7M - $31.7M
|
160K
$33.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
121K+ 4142.74% |
$21M - $24M
|
124K
$26.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
108K+ 101.54% |
$18.7M - $21.5M
|
214K
$45.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
80.5K+ 6041.11% |
$14M - $16M
|
81.9K
$17.3M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
71.4K+ 35.74% |
$12.4M - $14.2M
|
271K
$57.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
69.2K+ 4.46% |
$12M - $13.8M
|
1.62M
$342M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
66.6KNew |
$11.6M - $13.2M
|
66.6K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
59.7K+ 330.49% |
$10.4M - $11.9M
|
77.8K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
33.7KNew |
$5.85M - $6.7M
|
33.7K
$7.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.5K+ 5.68% |
$5.64M - $6.45M
|
604K
$128M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
30K+ 11.89% |
$5.2M - $5.96M
|
282K
$59.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
29.8K+ 264.23% |
$5.17M - $5.92M
|
41.1K
$8.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28.7K+ 320.15% |
$4.98M - $5.7M
|
37.6K
$7.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26.8K+ 103.31% |
$4.65M - $5.33M
|
52.7K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
26.4K+ 106.77% |
$4.59M - $5.25M
|
51.2K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.1K+ 6.0% |
$3.83M - $4.39M
|
390K
$82.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
18.5K+ 293.19% |
$3.22M - $3.68M
|
24.8K
$5.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.8K+ 253.61% |
$3.08M - $3.53M
|
24.8K
$5.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.7K+ 580.94% |
$2.9M - $3.32M
|
19.6K
$4.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
15.1KNew |
$2.62M - $3M
|
15.1K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.9KNew |
$2.59M - $2.96M
|
14.9K
$3.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$2.56M - $2.93M
|
14.8K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.3KNew |
$2.48M - $2.84M
|
14.3K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.3K+ 263.99% |
$2.48M - $2.84M
|
19.7K
$4.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
14.2KNew |
$2.46M - $2.81M
|
14.2K
$2.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.4K+ 117.38% |
$2.32M - $2.66M
|
24.8K
$5.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 0.9% |
$2.22M - $2.54M
|
1.43M
$302M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 0.9% |
$2.22M - $2.54M
|
1.43M
$302M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.6K+ 10.9% |
$2.19M - $2.51M
|
129K
$27.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
11.7K+ 172.0% |
$2.03M - $2.33M
|
18.5K
$3.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
11.7KNew |
$2.03M - $2.32M
|
11.7K
$2.47M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 79.02% |
$2.02M - $2.31M
|
26.4K
$5.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10.9K+ 177.24% |
$1.89M - $2.17M
|
17.1K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.5K+ 16.23% |
$1.82M - $2.09M
|
75.2K
$15.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.99K+ 917.83% |
$1.73M - $1.99M
|
11.1K
$2.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.24KNew |
$1.6M - $1.84M
|
9.24K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
9.15KNew |
$1.59M - $1.82M
|
9.15K
$1.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.04K+ 7.88% |
$1.57M - $1.8M
|
124K
$26.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
9KNew |
$1.56M - $1.79M
|
9K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.96K+ 1.09% |
$1.56M - $1.78M
|
830K
$175M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8.8K+ 23.2% |
$1.53M - $1.75M
|
46.7K
$9.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.65K+ 21.29% |
$1.5M - $1.72M
|
49.3K
$10.4M
|