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 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.56K- 20.83% |
$274K - $317K
|
5.93K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.63K- 4.61% |
$286K - $331K
|
33.7K
$7.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.65K- 4.09% |
$289K - $335K
|
38.7K
$8.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.66K- 9.81% |
$291K - $337K
|
15.2K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.68K- 11.29% |
$295K - $342K
|
13.2K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 31.06% |
$296K - $343K
|
3.75K
$792K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.73K- 24.4% |
$303K - $351K
|
5.35K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.83K- 64.7% |
$322K - $373K
|
1K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.85K- 1.8% |
$325K - $377K
|
101K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.86K- 31.04% |
$326K - $378K
|
4.13K
$871K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.89K- 45.39% |
$331K - $384K
|
2.27K
$480K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.9K- 4.6% |
$334K - $387K
|
39.4K
$8.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.93K- 2.18% |
$338K - $392K
|
86.7K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.97K- 5.07% |
$345K - $400K
|
36.8K
$7.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.99K- 10.31% |
$348K - $404K
|
17.3K
$3.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2K- 4.14% |
$351K - $406K
|
46.2K
$9.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.06K- 4.49% |
$362K - $419K
|
43.9K
$9.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.08K- 2.23% |
$365K - $422K
|
91K
$19.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-2.14K- 5.45% |
$375K - $435K
|
37.1K
$7.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.15K- 68.52% |
$377K - $437K
|
987
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-2.33K- 33.16% |
$410K - $475K
|
4.71K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 5.83% |
$451K - $522K
|
41.5K
$8.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-2.83K- 8.26% |
$497K - $576K
|
31.5K
$6.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.1K- 14.54% |
$544K - $631K
|
18.2K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.25K- 15.52% |
$570K - $660K
|
17.7K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.26K- 9.32% |
$572K - $663K
|
31.7K
$6.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.37K- 4.4% |
$592K - $686K
|
73.3K
$15.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.38K- 2.63% |
$593K - $687K
|
125K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.63K- 6.73% |
$637K - $738K
|
50.3K
$10.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.65K- 18.61% |
$641K - $743K
|
16K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.8K- 10.82% |
$667K - $773K
|
31.3K
$6.62M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.82K- 34.59% |
$671K - $777K
|
7.23K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-3.86K- 42.15% |
$677K - $784K
|
5.3K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4K- 59.15% |
$702K - $814K
|
2.77K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.08K- 6.75% |
$715K - $828K
|
56.3K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.28K- 38.51% |
$752K - $871K
|
6.84K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-4.34K- 19.12% |
$762K - $883K
|
18.4K
$3.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-4.37K- 5.13% |
$767K - $888K
|
80.7K
$17.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.4K- 10.38% |
$772K - $895K
|
38K
$8.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.41K- 59.64% |
$774K - $897K
|
2.99K
$631K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.47K- 74.78% |
$783K - $908K
|
1.51K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.69K- 79.08% |
$822K - $953K
|
1.24K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-4.91K- 32.22% |
$862K - $998K
|
10.3K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-5.13K- 28.47% |
$900K - $1.04M
|
12.9K
$2.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.54K- 23.78% |
$971K - $1.13M
|
17.7K
$3.75M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.77K- 5.02% |
$1.01M - $1.17M
|
109K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.14K- 5.37% |
$1.08M - $1.25M
|
108K
$22.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6.27K- 53.62% |
$1.1M - $1.27M
|
5.42K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.33K- 82.12% |
$1.11M - $1.29M
|
1.38K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.84K- 20.62% |
$1.2M - $1.39M
|
26.3K
$5.56M
|