Purchases and Sales Made in Q3 2024 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
365K+ 4.84% |
$64.1M - $74.3M
|
7.92M
$1.67B
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
277KNew |
$48.7M - $56.4M
|
277K
$58.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
235K+ 1266.88% |
$41.1M - $47.7M
|
253K
$53.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
158KNew |
$27.7M - $32.1M
|
158K
$33.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
130K+ 15.72% |
$22.9M - $26.5M
|
961K
$203M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
91.5K+ 2380.56% |
$16M - $18.6M
|
95.3K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
88.1K+ 1229.39% |
$15.5M - $17.9M
|
95.3K
$20.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
72.9K+ 4.5% |
$12.8M - $14.8M
|
1.69M
$358M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
63.4KNew |
$11.1M - $12.9M
|
63.4K
$13.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
61K+ 0.77% |
$10.7M - $12.4M
|
7.96M
$1.68B
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47.4K+ 78.47% |
$8.31M - $9.63M
|
108K
$22.8M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
45.7K+ 58.79% |
$8.03M - $9.3M
|
124K
$26.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
45.1KNew |
$7.92M - $9.18M
|
45.1K
$9.54M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
39.1KNew |
$6.86M - $7.95M
|
39.1K
$8.26M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
26.7K+ 18.76% |
$4.69M - $5.44M
|
169K
$35.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.2K+ 2.5% |
$4.6M - $5.33M
|
1.07M
$227M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
25.7K+ 143.17% |
$4.52M - $5.23M
|
43.7K
$9.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.3K+ 128.44% |
$4.44M - $5.14M
|
45K
$9.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.5K+ 120.12% |
$4.13M - $4.78M
|
43.1K
$9.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
22.1K+ 49.46% |
$3.88M - $4.5M
|
66.9K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.8KNew |
$3.83M - $4.44M
|
21.8K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.3K+ 13.14% |
$3.74M - $4.33M
|
183K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
20KNew |
$3.51M - $4.07M
|
20K
$4.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
17.7K+ 76.3% |
$3.1M - $3.59M
|
40.9K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
15.4KNew |
$2.71M - $3.14M
|
15.4K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
14.9K+ 1.15% |
$2.61M - $3.03M
|
1.31M
$276M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
14.6K+ 19.43% |
$2.55M - $2.96M
|
89.5K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.6KNew |
$2.39M - $2.77M
|
13.6K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2KNew |
$2.13M - $2.47M
|
12.2K
$2.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 1.97% |
$2.1M - $2.43M
|
620K
$131M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.6K+ 12.65% |
$2.04M - $2.36M
|
104K
$21.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.8K+ 21.16% |
$1.9M - $2.2M
|
62K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.3K+ 543.73% |
$1.81M - $2.1M
|
12.2K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.95KNew |
$1.75M - $2.02M
|
9.95K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
9.76K+ 759.77% |
$1.71M - $1.98M
|
11K
$2.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
9.43K+ 11639.51% |
$1.65M - $1.92M
|
9.51K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.32KNew |
$1.46M - $1.69M
|
8.32K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
8.24KNew |
$1.45M - $1.68M
|
8.24K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.92K+ 26.73% |
$1.39M - $1.61M
|
37.5K
$7.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.34K+ 2.6% |
$1.29M - $1.49M
|
289K
$61.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
7.12K+ 2.0% |
$1.25M - $1.45M
|
363K
$76.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.71K+ 1.02% |
$1.18M - $1.36M
|
666K
$141M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.54KNew |
$1.15M - $1.33M
|
6.54K
$1.38M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.39K+ 2.01% |
$1.12M - $1.3M
|
325K
$68.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.37K+ 185.02% |
$1.12M - $1.3M
|
9.82K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.37K+ 42.02% |
$1.12M - $1.3M
|
21.5K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.17K+ 221.78% |
$1.08M - $1.25M
|
8.95K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.67K+ 437.47% |
$996K - $1.15M
|
6.97K
$1.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
5.04K+ 1.81% |
$883K - $1.02M
|
283K
$59.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.35KNew |
$762K - $883K
|
4.35K
$918K
|