Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Jul 15, 2024 Q2 2024
Wedmont Private Capital

BUY
 -
1.8K
New
$313K - $359K
1.8K $381K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.76K
+ 143.21%
$306K - $350K
2.99K $631K
Jul 15, 2024 Q2 2024
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
1.71K
New
$298K - $341K
1.71K $362K
Aug 14, 2024 Q2 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
1.71K
+ 155.6%
$297K - $340K
2.81K $593K
Jul 12, 2024 Q2 2024
Unison Advisors LLC

BUY
 -
1.69K
+ 8.24%
$293K - $336K
22.2K $4.68M
Aug 06, 2024 Q2 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.67K
+ 1.24%
$290K - $332K
137K $28.9M
Aug 12, 2024 Q2 2024
Sound Financial Strategies Group, LLC

BUY
 -
1.62K
New
$281K - $322K
1.62K $342K
Jul 08, 2024 Q2 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
1.54K
+ 1.16%
$268K - $307K
135K $28.5M
Jul 19, 2024 Q2 2024
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
1.5K
New
$261K - $299K
1.5K $318K
Aug 07, 2024 Q2 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.46K
New
$254K - $291K
1.46K $309K
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
1.42K
New
$246K - $282K
1.42K $300K
Aug 14, 2024 Q2 2024
Victory Financial Group, LLC

Austin, TX
BUY
 -
1.41K
New
$244K - $280K
1.41K $297K
Aug 08, 2024 Q2 2024
Meridian Wealth Management, LLC

BUY
 -
1.39K
New
$240K - $275K
1.39K $293K
Jul 30, 2024 Q2 2024
Prudent Investors Network, Inc.

Lake Forest, CA
BUY
 -
1.37K
+ 1.76%
$237K - $272K
79.2K $16.7M
Jul 23, 2024 Q2 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
1.36K
+ 107.45%
$235K - $269K
2.62K $553K
Aug 28, 2024 Q2 2024
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
1.36K
New
$235K - $269K
1.36K $286K
Jul 12, 2024 Q2 2024
Lpf Advisors LLC

Sarasota, FL
BUY
 -
1.33K
New
$231K - $264K
1.33K $281K
Aug 14, 2024 Q2 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
1.3K
New
$225K - $258K
1.3K $274K
Aug 14, 2024 Q2 2024
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
1.29K
+ 16.26%
$224K - $256K
9.23K $1.95M
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
1.23K
+ 91.73%
$214K - $245K
2.57K $544K
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
1.19K
+ 2.89%
$207K - $237K
42.4K $8.96M
Aug 01, 2024 Q2 2024
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
1.15K
New
$200K - $229K
1.15K $244K
Aug 13, 2024 Q2 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.14K
+ 22.51%
$198K - $226K
6.2K $1.31M
Aug 13, 2024 Q2 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
1.14K
New
$198K - $226K
1.14K $240K
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.1K
+ 1.03%
$190K - $218K
107K $22.6M
Aug 14, 2024 Q2 2024
Aviso Financial Inc.

Toronto, A6
BUY
 -
1.09K
New
$189K - $216K
1.09K $230K
Jul 31, 2024 Q2 2024
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
1.07K
New
$186K - $213K
1.07K $226K
Aug 07, 2024 Q2 2024
Coldstream Capital Management Inc

BUY
 -
1.06K
New
$184K - $210K
1.06K $224K
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.05K
New
$183K - $209K
1.05K $222K
Aug 13, 2024 Q2 2024
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
1.05K
New
$183K - $209K
1.05K $222K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.05K
New
$182K - $209K
1.05K $222K
Aug 05, 2024 Q2 2024
Bbr Partners, LLC

New York, NY
BUY
 -
1.05K
New
$181K - $208K
1.05K $221K
Aug 08, 2024 Q2 2024
Sym Financial Corp

BUY
 -
1.04K
New
$181K - $207K
1.04K $220K
Jul 16, 2024 Q2 2024
Burke & Herbert Bank & Trust CO

BUY
 -
1.04K
New
$180K - $206K
1.04K $219K
Aug 02, 2024 Q2 2024
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
1.04K
New
$180K - $206K
1.04K $219K
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
1.02K
+ 20.1%
$177K - $203K
6.09K $1.29M
Jul 22, 2024 Q2 2024
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
1.01K
+ 3.59%
$175K - $201K
29.2K $6.16M
Jul 26, 2024 Q2 2024
Detalus Advisors, LLC

BUY
 -
947
+ 9.01%
$164K - $188K
11.5K $2.42M
Jul 10, 2024 Q2 2024
Apella Capital, LLC

BUY
 -
944
+ 0.3%
$164K - $188K
319K $67.3M
Aug 20, 2024 Q2 2024
Truist Financial Corp

BUY
 -
882
+ 2.73%
$153K - $175K
33.2K $7.01M
Jul 25, 2024 Q2 2024
Clear Creek Financial Management, LLC

BUY
 -
837
+ 13.09%
$145K - $166K
7.23K $1.53M
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
829
+ 32.57%
$144K - $165K
3.37K $713K
Jul 08, 2024 Q2 2024
Quent Capital, LLC

BUY
 -
811
+ 12.48%
$141K - $161K
7.31K $1.54M
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
804
+ 4.27%
$140K - $160K
19.6K $4.15M
Aug 02, 2024 Q2 2024
Del Sette Capital Management, LLC

BUY
 -
801
+ 74.65%
$139K - $159K
1.87K $396K
Jul 30, 2024 Q2 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
778
+ 11.75%
$135K - $155K
7.4K $1.56M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
744
New
$129K - $148K
744 $157K
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
731
+ 44.25%
$127K - $145K
2.38K $503K
Aug 14, 2024 Q2 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
729
+ 27.46%
$127K - $145K
3.38K $715K

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