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 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
91+ 1.62% |
$16K - $18.5K
|
5.72K
$1.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
86+ 1.85% |
$15.1K - $17.5K
|
4.73K
$999K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
81New |
$14.2K - $16.5K
|
81
$17.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
78+ 16.85% |
$13.7K - $15.9K
|
541
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
77New |
$13.5K - $15.7K
|
77
$16.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
77+ 2.61% |
$13.5K - $15.7K
|
3.02K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
75+ 7.12% |
$13.2K - $15.2K
|
1.13K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
68New |
$11.9K - $13.8K
|
68
$14.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
66+ 0.6% |
$11.6K - $13.4K
|
11.1K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
66+ 2.68% |
$11.6K - $13.4K
|
2.53K
$535K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
65+ 3.2% |
$11.4K - $13.2K
|
2.1K
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
63+ 3.91% |
$11.1K - $12.8K
|
1.68K
$354K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
62+ 5.21% |
$10.9K - $12.6K
|
1.25K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48+ 0.04% |
$8.42K - $9.76K
|
124K
$26.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
46+ 3.32% |
$8.07K - $9.35K
|
1.43K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
43New |
$7.54K - $8.74K
|
43
$9.08K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
41+ 1.07% |
$7.19K - $8.34K
|
3.87K
$817K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 4.76% |
$6.67K - $7.73K
|
837
$177K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34New |
$5.97K - $6.91K
|
34
$7.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
34+ 0.27% |
$5.97K - $6.91K
|
12.8K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
27+ 49.09% |
$4.74K - $5.49K
|
82
$17.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27New |
$4.74K - $5.49K
|
27
$5.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
26+ 2.51% |
$4.56K - $5.29K
|
1.06K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.63% |
$4.21K - $4.88K
|
3.86K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16+ 0.87% |
$2.81K - $3.25K
|
1.86K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
15+ 0.51% |
$2.63K - $3.05K
|
2.96K
$625K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14+ 0.14% |
$2.46K - $2.85K
|
10.2K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
14New |
$2.46K - $2.85K
|
14
$2.96K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 8.92% |
$2.46K - $2.85K
|
171
$36.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12+ 0.43% |
$2.11K - $2.44K
|
2.82K
$596K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12New |
$2.11K - $2.44K
|
12
$2.54K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.18% |
$1.75K - $2.03K
|
5.69K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8+ 0.74% |
$1.4K - $1.63K
|
1.09K
$230K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8+ 0.22% |
$1.4K - $1.63K
|
3.65K
$771K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.18% |
$1.23K - $1.42K
|
3.8K
$802K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.18% |
$1.23K - $1.42K
|
3.98K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.54% |
$1.23K - $1.42K
|
1.32K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
5+ 0.07% |
$877 - $1.02K
|
7.54K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5New |
$877 - $1.02K
|
5
$1.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4+ 0.22% |
$702 - $813
|
1.8K
$380K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$702 - $813
|
4
$845
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.1% |
$702 - $813
|
3.83K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
3+ 0.15% |
$526 - $610
|
2.03K
$428K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.23% |
$526 - $610
|
1.28K
$270K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.02% |
$526 - $610
|
18.1K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.21% |
$526 - $610
|
1.42K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3+ 0.16% |
$526 - $610
|
1.92K
$405K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.03% |
$526 - $610
|
9.76K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.19% |
$526 - $610
|
1.55K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.21% |
$526 - $610
|
1.45K
$307K
|