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
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79.7K- 6.51% |
$14M - $16.2M
|
1.14M
$265M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-87.6K- 91.88% |
$15.4M - $17.8M
|
7.74K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-112K- 15.66% |
$19.6M - $22.7M
|
602K
$139M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-129K- 95.45% |
$22.6M - $26.2M
|
6.14K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-354K- 61.83% |
$62M - $71.9M
|
218K
$50.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-386K- 34.65% |
$67.8M - $78.6M
|
729K
$169M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-412K- 100.0% |
$72.3M - $83.8M
|
6
$1.39K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-420K- 77.54% |
$73.6M - $85.3M
|
122K
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-614K- 33.49% |
$108M - $125M
|
1.22M
$283M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-729K- 66.34% |
$128M - $148M
|
370K
$85.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-729K- 66.34% |
$128M - $148M
|
370K
$85.7M
|