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 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-970- 36.26% |
$168K - $193K
|
1.71K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.03K- 85.51% |
$179K - $205K
|
175
$37K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 29.27% |
$182K - $208K
|
2.53K
$535K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 3.4% |
$186K - $213K
|
30.4K
$6.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 2.01% |
$186K - $213K
|
52.1K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.15K- 13.26% |
$199K - $228K
|
7.49K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.16K- 9.76% |
$201K - $230K
|
10.7K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.19K- 1.9% |
$207K - $237K
|
61.7K
$13M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.22K- 9.38% |
$212K - $243K
|
11.8K
$2.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-1.24K- 2.07% |
$215K - $247K
|
58.8K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 49.73% |
$225K - $257K
|
1.31K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.3K- 17.96% |
$226K - $258K
|
5.94K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 12.31% |
$229K - $262K
|
9.4K
$1.99M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.32K- 78.7% |
$230K - $263K
|
358
$75.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.33K- 18.2% |
$231K - $265K
|
5.98K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.37K- 11.35% |
$237K - $272K
|
10.7K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 8.78% |
$245K - $281K
|
14.7K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.44K- 6.55% |
$250K - $286K
|
20.5K
$4.34M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.46K- 0.83% |
$254K - $291K
|
174K
$36.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.49K- 23.65% |
$259K - $297K
|
4.82K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 40.17% |
$260K - $298K
|
2.23K
$472K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.51K- 15.88% |
$263K - $301K
|
8.02K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.55K- 2.23% |
$269K - $308K
|
68K
$14.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.66K- 15.41% |
$287K - $329K
|
9.08K
$1.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 4.64% |
$291K - $333K
|
34.4K
$7.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.73K- 1.65% |
$300K - $343K
|
103K
$21.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.75K- 17.23% |
$304K - $348K
|
8.42K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.84K- 64.13% |
$320K - $366K
|
1.03K
$218K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.85K- 4.49% |
$320K - $367K
|
39.3K
$8.3M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.88K- 10.0% |
$326K - $373K
|
16.9K
$3.57M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.94K- 4.58% |
$336K - $385K
|
40.3K
$8.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 42.06% |
$354K - $406K
|
2.81K
$594K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-2.06K- 4.75% |
$358K - $410K
|
41.3K
$8.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.11K- 32.14% |
$367K - $420K
|
4.46K
$943K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.12K- 45.13% |
$368K - $421K
|
2.58K
$544K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.12K- 66.8% |
$368K - $422K
|
1.05K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.13K- 14.17% |
$370K - $424K
|
12.9K
$2.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.17K- 16.17% |
$377K - $432K
|
11.3K
$2.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.22K- 19.45% |
$385K - $441K
|
9.18K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.22K- 2.81% |
$385K - $441K
|
76.7K
$16.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.26K- 5.09% |
$391K - $448K
|
42.1K
$8.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.31K- 62.35% |
$401K - $459K
|
1.4K
$295K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-2.34K- 2.65% |
$406K - $465K
|
85.9K
$18.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.4K- 5.27% |
$416K - $477K
|
43.1K
$9.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 12.48% |
$429K - $492K
|
17.3K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.55K- 24.8% |
$442K - $506K
|
7.72K
$1.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.69K- 1.34% |
$466K - $534K
|
198K
$41.9M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.73K- 1.56% |
$474K - $543K
|
173K
$36.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.84K- 55.0% |
$493K - $565K
|
2.32K
$491K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.89K- 2.83% |
$502K - $575K
|
99.3K
$21M
|