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 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-311- 3.7% |
$54.6K - $63.2K
|
8.11K
$1.69M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-320- 7.67% |
$56.1K - $65.1K
|
3.85K
$801K
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-338- 3.16% |
$59.3K - $68.7K
|
10.4K
$2.15M
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-344- 7.63% |
$60.4K - $69.9K
|
4.17K
$867K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-348- 13.74% |
$61.1K - $70.7K
|
2.19K
$455K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-423- 10.87% |
$74.2K - $86K
|
3.47K
$721K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-431- 29.6% |
$75.6K - $87.6K
|
1.03K
$213K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-451- 6.12% |
$79.1K - $91.7K
|
6.91K
$1.44M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-628- 1.9% |
$110K - $128K
|
32.4K
$6.75M
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-701- 0.82% |
$123K - $143K
|
85.2K
$17.7M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-717- 8.76% |
$126K - $146K
|
7.47K
$1.55M
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-757- 5.35% |
$133K - $154K
|
13.4K
$2.79M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-794- 6.09% |
$139K - $161K
|
12.2K
$2.55M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-818- 9.01% |
$144K - $166K
|
8.27K
$1.72M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-825- 3.37% |
$145K - $168K
|
23.7K
$4.93M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-828- 42.05% |
$145K - $168K
|
1.14K
$237K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.33K- 28.39% |
$233K - $270K
|
3.35K
$698K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.56K- 20.83% |
$274K - $317K
|
5.93K
$1.23M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.66K- 9.81% |
$291K - $337K
|
15.2K
$3.17M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.89K- 45.39% |
$331K - $384K
|
2.27K
$473K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.06K- 4.49% |
$362K - $419K
|
43.9K
$9.14M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.1K- 14.54% |
$544K - $631K
|
18.2K
$3.79M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-3.86K- 42.15% |
$677K - $784K
|
5.3K
$1.1M
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-4.37K- 5.13% |
$767K - $888K
|
80.7K
$16.8M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.41K- 59.64% |
$774K - $897K
|
2.99K
$621K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.47K- 74.78% |
$783K - $908K
|
1.51K
$313K
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-5.13K- 28.47% |
$900K - $1.04M
|
12.9K
$2.68M
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6.27K- 53.62% |
$1.1M - $1.27M
|
5.42K
$1.13M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.33K- 82.12% |
$1.11M - $1.29M
|
1.38K
$287K
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-7.79K- 74.01% |
$1.37M - $1.58M
|
2.74K
$569K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-20.2K- 3.95% |
$3.55M - $4.11M
|
492K
$102M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.2K- 1.93% |
$8.29M - $9.6M
|
2.39M
$498M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-49.4K- 43.89% |
$8.66M - $10M
|
63.1K
$13.1M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.2K- 20.84% |
$9.52M - $11M
|
206K
$42.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78K- 19.99% |
$13.7M - $15.9M
|
312K
$64.9M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79.7K- 6.51% |
$14M - $16.2M
|
1.14M
$238M
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-129K- 95.45% |
$22.6M - $26.2M
|
6.14K
$1.28M
|