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 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-126- 0.61% |
$22.1K - $25.6K
|
20.5K
$4.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-134- 0.7% |
$23.5K - $27.2K
|
19K
$4.02M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-138- 5.27% |
$24.2K - $28.1K
|
2.48K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-139- 1.75% |
$24.4K - $28.3K
|
7.81K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-141- 0.81% |
$24.7K - $28.7K
|
17.2K
$3.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-142- 2.2% |
$24.9K - $28.9K
|
6.31K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-142- 11.02% |
$24.9K - $28.9K
|
1.15K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-144- 2.46% |
$25.3K - $29.3K
|
5.71K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-146- 8.07% |
$25.6K - $29.7K
|
1.66K
$351K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-147- 10.4% |
$25.8K - $29.9K
|
1.27K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-149- 9.71% |
$26.1K - $30.3K
|
1.39K
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-151- 10.48% |
$26.5K - $30.7K
|
1.29K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-160- 1.74% |
$28.1K - $32.5K
|
9.02K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-160- 6.96% |
$28.1K - $32.5K
|
2.14K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-160- 10.94% |
$28.1K - $32.5K
|
1.3K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-161- 8.03% |
$28.2K - $32.7K
|
1.84K
$390K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-165- 1.69% |
$29K - $33.5K
|
9.61K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-173- 5.47% |
$30.4K - $35.2K
|
2.99K
$631K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-178- 8.69% |
$31.2K - $36.2K
|
1.87K
$395K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-211- 3.43% |
$37K - $42.9K
|
5.94K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-216- 7.26% |
$37.9K - $43.9K
|
2.76K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-222- 4.97% |
$39K - $45.1K
|
4.24K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-227- 1.55% |
$39.8K - $46.1K
|
14.5K
$3.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-244- 14.33% |
$42.8K - $49.6K
|
1.46K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-263- 1.19% |
$46.1K - $53.5K
|
21.8K
$4.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-265- 8.2% |
$46.5K - $53.9K
|
2.97K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-271- 2.79% |
$47.5K - $55.1K
|
9.43K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-281- 22.04% |
$49.3K - $57.1K
|
994
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-286- 4.21% |
$50.2K - $58.1K
|
6.51K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-290- 17.55% |
$50.9K - $59K
|
1.36K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-295- 5.24% |
$51.8K - $60K
|
5.33K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-298- 0.51% |
$52.3K - $60.6K
|
58.5K
$12.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-301- 8.44% |
$52.8K - $61.2K
|
3.27K
$690K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-302- 2.63% |
$53K - $61.4K
|
11.2K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-302- 4.8% |
$53K - $61.4K
|
6K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-303- 10.78% |
$53.2K - $61.6K
|
2.51K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-311- 3.7% |
$54.6K - $63.2K
|
8.11K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-311- 2.64% |
$54.6K - $63.2K
|
11.5K
$2.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-320- 7.67% |
$56.1K - $65.1K
|
3.85K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-321- 8.07% |
$56.3K - $65.3K
|
3.66K
$772K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-336- 15.64% |
$59K - $68.3K
|
1.81K
$383K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-338- 3.16% |
$59.3K - $68.7K
|
10.4K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-342- 0.65% |
$60K - $69.5K
|
52.4K
$11.1M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-344- 7.63% |
$60.4K - $69.9K
|
4.17K
$880K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-348- 13.74% |
$61.1K - $70.7K
|
2.19K
$462K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-353- 2.55% |
$61.9K - $71.8K
|
13.5K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-358- 19.1% |
$62.8K - $72.8K
|
1.52K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-382- 4.09% |
$67K - $77.7K
|
8.96K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-396- 3.86% |
$69.5K - $80.5K
|
9.86K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-398- 3.73% |
$69.8K - $80.9K
|
10.3K
$2.17M
|