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 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-277- 20.43% |
$48.1K - $55.1K
|
1.08K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-277- 10.09% |
$48.1K - $55.1K
|
2.47K
$548K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-283- 7.35% |
$49.1K - $56.3K
|
3.57K
$792K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-295- 15.45% |
$51.2K - $58.6K
|
1.62K
$358K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-302- 9.15% |
$52.4K - $60K
|
3K
$665K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-304- 2.41% |
$52.8K - $60.4K
|
12.3K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-308- 14.32% |
$53.5K - $61.2K
|
1.84K
$409K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-315- 2.67% |
$54.7K - $62.6K
|
11.5K
$2.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-318- 14.81% |
$55.2K - $63.2K
|
1.83K
$406K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-323- 22.46% |
$56.1K - $64.2K
|
1.12K
$248K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-351- 1.9% |
$60.9K - $69.8K
|
18.1K
$4.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-351- 9.67% |
$60.9K - $69.8K
|
3.28K
$728K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-356- 15.75% |
$61.8K - $70.8K
|
1.9K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-374- 18.95% |
$64.9K - $74.4K
|
1.6K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-382- 3.33% |
$66.3K - $75.9K
|
11.1K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-399- 7.63% |
$69.3K - $79.3K
|
4.83K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-402- 3.98% |
$69.8K - $79.9K
|
9.71K
$2.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-409- 0.92% |
$71K - $81.3K
|
44.1K
$9.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-417- 5.78% |
$72.4K - $82.9K
|
6.8K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-431- 0.49% |
$74.8K - $85.7K
|
87.7K
$19.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-474- 18.58% |
$82.3K - $94.2K
|
2.08K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-476- 12.55% |
$82.6K - $94.6K
|
3.32K
$737K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-482- 4.42% |
$83.7K - $95.8K
|
10.4K
$2.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-489- 5.85% |
$84.9K - $97.2K
|
7.87K
$1.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-492- 8.04% |
$85.4K - $97.8K
|
5.63K
$1.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-495- 13.54% |
$85.9K - $98.4K
|
3.16K
$701K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-516- 6.55% |
$89.6K - $103K
|
7.36K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-534- 0.98% |
$92.7K - $106K
|
53.9K
$12M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-539- 10.68% |
$93.6K - $107K
|
4.51K
$1M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-540- 13.13% |
$93.7K - $107K
|
3.57K
$793K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-651- 27.66% |
$113K - $129K
|
1.7K
$378K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-653- 32.06% |
$113K - $130K
|
1.38K
$307K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-662- 6.25% |
$115K - $132K
|
9.93K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-664- 15.19% |
$115K - $132K
|
3.71K
$823K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-683- 22.44% |
$119K - $136K
|
2.36K
$524K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-695- 41.84% |
$121K - $138K
|
966
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-697- 2.24% |
$121K - $139K
|
30.4K
$6.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-777- 21.29% |
$135K - $154K
|
2.87K
$638K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-791- 3.87% |
$137K - $157K
|
19.7K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-794- 12.74% |
$138K - $158K
|
5.44K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-804- 7.93% |
$140K - $160K
|
9.34K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-822- 0.2% |
$143K - $163K
|
412K
$91.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-824- 0.66% |
$143K - $164K
|
123K
$27.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-878- 3.46% |
$152K - $175K
|
24.5K
$5.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-893- 1.36% |
$155K - $178K
|
64.7K
$14.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-895- 1.98% |
$155K - $178K
|
44.2K
$9.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-896- 17.3% |
$156K - $178K
|
4.28K
$951K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-904- 6.48% |
$157K - $180K
|
13K
$2.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-928- 38.84% |
$161K - $184K
|
1.46K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-965- 23.0% |
$168K - $192K
|
3.23K
$717K
|