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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
17.7K+ 76.3% |
$3.1M - $3.59M
|
40.9K
$8.5M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
9.43K+ 11639.51% |
$1.65M - $1.92M
|
9.51K
$1.98M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.34K+ 2.6% |
$1.29M - $1.49M
|
289K
$60.2M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.39K+ 2.01% |
$1.12M - $1.3M
|
325K
$67.6M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
5.04K+ 1.81% |
$883K - $1.02M
|
283K
$58.9M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.58K+ 1.99% |
$629K - $729K
|
183K
$38.1M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.31K+ 75.67% |
$581K - $674K
|
7.69K
$1.6M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.16K+ 5.11% |
$555K - $643K
|
65.1K
$13.5M
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.97K+ 25.61% |
$521K - $604K
|
14.6K
$3.03M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.95K+ 20.0% |
$518K - $600K
|
17.7K
$3.68M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.2KNew |
$386K - $447K
|
2.2K
$458K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.18K+ 96.63% |
$382K - $442K
|
4.43K
$921K
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.08K+ 1.18% |
$365K - $423K
|
178K
$37.1M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2K+ 33.85% |
$351K - $407K
|
7.91K
$1.65M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.96K+ 186.34% |
$345K - $399K
|
3.02K
$628K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.85KNew |
$325K - $376K
|
1.85K
$385K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.58K+ 3.38% |
$277K - $321K
|
48.3K
$10M
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.5KNew |
$264K - $305K
|
1.5K
$313K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.43KNew |
$252K - $292K
|
1.43K
$298K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$241K - $279K
|
1.37K
$285K
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
1.23KNew |
$216K - $250K
|
1.23K
$256K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.21KNew |
$212K - $245K
|
1.21K
$251K
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.13K+ 3.88% |
$199K - $230K
|
30.3K
$6.31M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.11KNew |
$195K - $225K
|
1.11K
$231K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.01KNew |
$177K - $205K
|
1.01K
$210K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
1KNew |
$175K - $203K
|
1K
$208K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
766+ 66.96% |
$134K - $156K
|
1.91K
$397K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
661New |
$116K - $134K
|
661
$138K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
546+ 19.52% |
$95.8K - $111K
|
3.34K
$696K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
541+ 2.59% |
$94.9K - $110K
|
21.4K
$4.45M
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
538+ 1.53% |
$94.4K - $109K
|
35.6K
$7.42M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
471+ 5.53% |
$82.6K - $95.8K
|
8.98K
$1.87M
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
429+ 1.94% |
$75.3K - $87.2K
|
22.6K
$4.7M
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
420New |
$73.7K - $85.4K
|
420
$87.4K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
386New |
$67.7K - $78.5K
|
386
$80.3K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
327+ 12.12% |
$57.4K - $66.5K
|
3.03K
$630K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
296+ 57.14% |
$51.9K - $60.2K
|
814
$169K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
276New |
$48.4K - $56.1K
|
276
$57.4K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
236+ 1.23% |
$41.4K - $48K
|
19.4K
$4.03M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
221+ 7.79% |
$38.8K - $44.9K
|
3.06K
$636K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
198+ 46.37% |
$34.7K - $40.3K
|
625
$130K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
177+ 2.24% |
$31.1K - $36K
|
8.08K
$1.68M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 1550.0% |
$27.2K - $31.5K
|
165
$34.3K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
141+ 1.23% |
$24.7K - $28.7K
|
11.6K
$2.41M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
127+ 7.24% |
$22.3K - $25.8K
|
1.88K
$391K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
113+ 1.86% |
$19.8K - $23K
|
6.2K
$1.29M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
91+ 1.62% |
$16K - $18.5K
|
5.72K
$1.19M
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
86+ 1.85% |
$15.1K - $17.5K
|
4.73K
$984K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
78+ 16.85% |
$13.7K - $15.9K
|
541
$113K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34New |
$5.97K - $6.91K
|
34
$7.07K
|