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
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6.87K- 33.01% |
$1.21M - $1.4M
|
13.9K
$2.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.25K- 15.09% |
$1.27M - $1.47M
|
40.8K
$8.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.46K- 12.77% |
$1.31M - $1.52M
|
51K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-7.79K- 74.01% |
$1.37M - $1.58M
|
2.74K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.85K- 29.79% |
$1.38M - $1.6M
|
18.5K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.2K- 15.74% |
$1.44M - $1.67M
|
43.9K
$9.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.4K- 33.92% |
$1.47M - $1.71M
|
16.4K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.45K- 42.06% |
$1.66M - $1.92M
|
13K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-9.77K- 88.42% |
$1.71M - $1.99M
|
1.28K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-10.3K- 11.05% |
$1.81M - $2.1M
|
83.2K
$17.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10.9K- 63.93% |
$1.91M - $2.22M
|
6.15K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.8K- 23.9% |
$2.07M - $2.39M
|
37.5K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12.1K- 78.54% |
$2.13M - $2.47M
|
3.32K
$701K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-12.3K- 13.06% |
$2.16M - $2.5M
|
81.8K
$17.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.4K- 6.28% |
$2.18M - $2.53M
|
186K
$39.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.8K- 89.83% |
$2.25M - $2.61M
|
1.46K
$307K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-12.9K- 79.59% |
$2.26M - $2.62M
|
3.3K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-12.9K- 6.07% |
$2.27M - $2.63M
|
200K
$42.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-13.4K- 5.8% |
$2.35M - $2.72M
|
217K
$45.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-15.5K- 62.81% |
$2.73M - $3.16M
|
9.21K
$1.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-20.2K- 3.95% |
$3.55M - $4.11M
|
492K
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.9K- 11.98% |
$3.66M - $4.24M
|
153K
$32.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-24K- 27.38% |
$4.22M - $4.88M
|
63.7K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.1K- 34.78% |
$4.59M - $5.31M
|
49K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27.4K- 72.71% |
$4.8M - $5.56M
|
10.3K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.3K- 26.38% |
$4.96M - $5.75M
|
78.9K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.7K- 4.91% |
$5.21M - $6.04M
|
575K
$121M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-31.1K- 18.4% |
$5.47M - $6.33M
|
138K
$29.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-33.4K- 81.29% |
$5.86M - $6.79M
|
7.69K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34K- 6.25% |
$5.96M - $6.9M
|
509K
$108M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.4K- 17.58% |
$7.09M - $8.22M
|
190K
$40M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.2K- 1.93% |
$8.29M - $9.6M
|
2.39M
$506M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-49.2K- 72.35% |
$8.64M - $10M
|
18.8K
$3.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-49.4K- 43.89% |
$8.66M - $10M
|
63.1K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.9K- 5.0% |
$8.93M - $10.4M
|
968K
$204M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-53K- 26.09% |
$9.3M - $10.8M
|
150K
$31.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.2K- 20.84% |
$9.52M - $11M
|
206K
$43.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.5K- 9.03% |
$10.6M - $12.3M
|
610K
$129M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61.1K- 15.82% |
$10.7M - $12.4M
|
325K
$68.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-77.8K- 95.0% |
$13.6M - $15.8M
|
4.09K
$865K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78K- 19.99% |
$13.7M - $15.9M
|
312K
$65.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79.7K- 6.51% |
$14M - $16.2M
|
1.14M
$242M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-87.6K- 91.88% |
$15.4M - $17.8M
|
7.74K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-112K- 15.66% |
$19.6M - $22.7M
|
602K
$127M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-129K- 95.45% |
$22.6M - $26.2M
|
6.14K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-354K- 61.83% |
$62M - $71.9M
|
218K
$46.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-386K- 34.65% |
$67.8M - $78.6M
|
729K
$154M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-412K- 100.0% |
$72.3M - $83.8M
|
6
$1.27K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-420K- 77.54% |
$73.6M - $85.3M
|
122K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-614K- 33.49% |
$108M - $125M
|
1.22M
$258M
|