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 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
151+ 2.37% |
$26.2K - $30K
|
6.52K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
149+ 1.88% |
$25.9K - $29.6K
|
8.07K
$1.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
148+ 2.9% |
$25.7K - $29.4K
|
5.24K
$1.16M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
146+ 7.55% |
$25.3K - $29K
|
2.08K
$462K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
136+ 1.41% |
$23.6K - $27K
|
9.76K
$2.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
130+ 5.16% |
$22.6K - $25.8K
|
2.65K
$588K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
103+ 5.26% |
$17.9K - $20.5K
|
2.06K
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
103+ 0.93% |
$17.9K - $20.5K
|
11.2K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
102+ 2.74% |
$17.7K - $20.3K
|
3.83K
$850K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
102New |
$17.7K - $20.3K
|
102
$22.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
101+ 5.41% |
$17.5K - $20.1K
|
1.97K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 1.53% |
$16K - $18.3K
|
6.12K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
85+ 3.31% |
$14.8K - $16.9K
|
2.65K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
82New |
$14.2K - $16.3K
|
82
$18.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
81New |
$14.1K - $16.1K
|
81
$18K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
71+ 56.8% |
$12.3K - $14.1K
|
196
$43.5K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
62+ 0.97% |
$10.8K - $12.3K
|
6.42K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
61+ 1.33% |
$10.6K - $12.1K
|
4.65K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
52+ 2.57% |
$9.03K - $10.3K
|
2.08K
$461K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51New |
$8.85K - $10.1K
|
51
$11.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
46+ 3.35% |
$7.98K - $9.14K
|
1.42K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
45+ 71.43% |
$7.81K - $8.95K
|
108
$24K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
45+ 450.0% |
$7.81K - $8.95K
|
55
$12.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
44+ 2.2% |
$7.64K - $8.75K
|
2.05K
$455K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 0.76% |
$7.46K - $8.55K
|
5.68K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
38New |
$6.6K - $7.55K
|
38
$8.44K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
37+ 22.98% |
$6.42K - $7.36K
|
198
$44K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
27+ 0.14% |
$4.69K - $5.37K
|
19.1K
$4.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$4.34K - $4.97K
|
25
$5.55K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$3.82K - $4.37K
|
22
$4.88K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
22+ 0.93% |
$3.82K - $4.37K
|
2.4K
$533K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21New |
$3.65K - $4.17K
|
21
$4.66K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
21+ 1.45% |
$3.65K - $4.17K
|
1.47K
$327K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
19New |
$3.3K - $3.78K
|
19
$4.22K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
17+ 0.52% |
$2.95K - $3.38K
|
3.28K
$728K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
16+ 0.4% |
$2.78K - $3.18K
|
3.98K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
12+ 6.0% |
$2.08K - $2.39K
|
212
$47.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11+ 0.37% |
$1.91K - $2.19K
|
2.95K
$656K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
11+ 0.69% |
$1.91K - $2.19K
|
1.61K
$358K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10New |
$1.74K - $1.99K
|
10
$2.22K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$1.56K - $1.79K
|
9
$2K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9New |
$1.56K - $1.79K
|
9
$2K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 0.11% |
$1.56K - $1.79K
|
7.94K
$1.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8+ 0.73% |
$1.39K - $1.59K
|
1.11K
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8New |
$1.39K - $1.59K
|
8
$1.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
8+ 0.37% |
$1.39K - $1.59K
|
2.15K
$477K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8+ 0.54% |
$1.39K - $1.59K
|
1.5K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
7+ 0.1% |
$1.22K - $1.39K
|
7.19K
$1.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.08% |
$1.04K - $1.19K
|
7.91K
$1.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6+ 0.1% |
$1.04K - $1.19K
|
6.15K
$1.37M
|