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 29, 2024 Q2 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
633
+ 28.26%
$110K - $126K
2.87K $607K
Jul 15, 2024 Q2 2024
Morgan Rosel Wealth Management, LLC

BUY
 -
624
+ 8.82%
$108K - $124K
7.7K $1.63M
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
561
+ 3.72%
$97.4K - $112K
15.6K $3.3M
Jul 19, 2024 Q2 2024
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
559
+ 6.19%
$97K - $111K
9.6K $2.03M
Aug 14, 2024 Q2 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
557
+ 31.68%
$96.7K - $111K
2.32K $489K
Jul 17, 2024 Q2 2024
Professional Financial Advisors, LLC

BUY
 -
544
+ 2.68%
$94.4K - $108K
20.9K $4.41M
Aug 07, 2024 Q2 2024
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
511
+ 7300.0%
$88.7K - $102K
518 $109K
Aug 14, 2024 Q2 2024
Betterment LLC

New York, NY
BUY
 -
487
+ 2.68%
$84.5K - $96.8K
18.6K $3.94M
Jul 10, 2024 Q2 2024
Simplicity Wealth,Llc

BUY
 -
478
+ 5.95%
$83K - $95K
8.51K $1.8M
Jul 30, 2024 Q2 2024
L.M. Kohn & Company

BUY
 -
475
+ 8.71%
$82.5K - $94.4K
5.93K $1.25M
Jul 16, 2024 Q2 2024
Maia Wealth LLC

Denver, CO
BUY
 -
458
+ 7.26%
$79.5K - $91.1K
6.77K $1.43M
Jul 31, 2024 Q2 2024
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
453
New
$78.6K - $90.1K
453 $95.7K
Aug 14, 2024 Q2 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
447
+ 12.28%
$77.6K - $88.9K
4.09K $863K
Aug 02, 2024 Q2 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
446
+ 1.71%
$77.4K - $88.7K
26.5K $5.59M
Jul 23, 2024 Q2 2024
First National Bank & Trust CO Of Newtown

BUY
 -
440
+ 9.5%
$76.4K - $87.5K
5.07K $1.07M
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
439
+ 51.35%
$76.2K - $87.3K
1.29K $273K
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
436
+ 315.94%
$75.7K - $86.7K
574 $121K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
345
+ 3833.33%
$59.9K - $68.6K
354 $74.8K
Aug 14, 2024 Q2 2024
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
338
+ 0.97%
$58.7K - $67.2K
35.3K $7.47M
Jul 22, 2024 Q2 2024
Fifth Third Bancorp

BUY
 -
327
+ 13.79%
$56.8K - $65K
2.7K $570K
Jul 12, 2024 Q2 2024
Gleason Group, Inc.

BUY
 -
321
New
$55.7K - $63.8K
321 $67.8K
Jul 11, 2024 Q2 2024
Capital Planning LLC

BUY
 -
316
+ 0.91%
$54.9K - $62.8K
35.1K $7.42M
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
304
New
$52.8K - $60.4K
304 $64.2K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
304
+ 31.7%
$52.8K - $60.4K
1.26K $267K
Jul 15, 2024 Q2 2024
Jbr CO Financial Management Inc

Ardmore, OK
BUY
 -
298
+ 25.73%
$51.7K - $59.2K
1.46K $308K
Jul 12, 2024 Q2 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
293
+ 11.52%
$50.9K - $58.2K
2.84K $599K
Jul 18, 2024 Q2 2024
Peddock Capital Advisors, LLC

BUY
 -
290
+ 2.57%
$50.3K - $57.7K
11.6K $2.45M
Jul 10, 2024 Q2 2024
Sweeney & Michel, LLC

Chico, CA
BUY
 -
273
+ 2.62%
$47.4K - $54.3K
10.7K $2.26M
Jul 24, 2024 Q2 2024
Bowman & CO S.C.

BUY
 -
273
+ 15.22%
$47.4K - $54.3K
2.07K $437K
Aug 08, 2024 Q2 2024
Russell Investments Group, Ltd.

BUY
 -
266
New
$46.2K - $52.9K
266 $56.2K
Aug 08, 2024 Q2 2024
Cnb Bank

Clearfield, PA
BUY
 -
263
New
$45.7K - $52.3K
263 $55.6K
Jul 29, 2024 Q2 2024
Arkadios Wealth Advisors

BUY
 -
260
+ 15.98%
$45.1K - $51.7K
1.89K $399K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
248
New
$43K - $49.3K
248 $52.4K
Jul 15, 2024 Q2 2024
Cooper Financial Group

BUY
 -
246
+ 17.67%
$42.7K - $48.9K
1.64K $346K
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
236
+ 1685.71%
$41K - $46.9K
250 $52.8K
Jul 22, 2024 Q2 2024
Santori & Peters, Inc.

BUY
 -
232
+ 10.35%
$40.3K - $46.1K
2.47K $523K
Jul 18, 2024 Q2 2024
Genesee Capital Advisors, LLC

BUY
 -
211
+ 2.05%
$36.6K - $41.9K
10.5K $2.22M
Jul 19, 2024 Q2 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
209
+ 11.36%
$36.3K - $41.5K
2.05K $433K
Aug 13, 2024 Q2 2024
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
197
+ 1.57%
$34.2K - $39.2K
12.8K $2.7M
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
190
+ 14.49%
$33K - $37.8K
1.5K $317K
Aug 02, 2024 Q2 2024
Veriti Management LLC

BUY
 -
186
+ 2.86%
$32.3K - $37K
6.69K $1.41M
Jul 29, 2024 Q2 2024
Center For Asset Management LLC

BUY
 -
181
+ 2.94%
$31.4K - $36K
6.34K $1.34M
Aug 01, 2024 Q2 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
173
+ 8.32%
$30K - $34.4K
2.25K $476K
Aug 02, 2024 Q2 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
171
+ 4.28%
$29.7K - $34K
4.17K $881K
Aug 13, 2024 Q2 2024
Hm Payson & CO

Portland, ME
BUY
 -
171
New
$29.7K - $34K
171 $36.1K
Aug 14, 2024 Q2 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
168
New
$29.2K - $33.4K
168 $35.5K
Jul 30, 2024 Q2 2024
Sheaff Brock Investment Advisors, LLC

BUY
 -
160
+ 2.66%
$27.8K - $31.8K
6.18K $1.31M
Jul 23, 2024 Q2 2024
Allworth Financial LP

BUY
 -
159
+ 1.65%
$27.6K - $31.6K
9.78K $2.07M
Jul 31, 2024 Q2 2024
Bellwether Advisors, LLC

BUY
 -
152
+ 0.82%
$26.4K - $30.2K
18.7K $3.96M

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