Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.95K- 16.13% |
$297K - $369K
|
10.1K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.97K- 10.14% |
$299K - $372K
|
17.4K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.99K- 23.18% |
$302K - $376K
|
6.58K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.05K- 6.78% |
$312K - $387K
|
28.2K
$5.91M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.32K- 24.34% |
$353K - $439K
|
7.21K
$1.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.62K- 15.82% |
$399K - $496K
|
13.9K
$2.92M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.65K- 4.63% |
$403K - $500K
|
54.4K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.72K- 11.02% |
$414K - $515K
|
22K
$4.61M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.77K- 24.29% |
$422K - $524K
|
8.64K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 5.1% |
$435K - $540K
|
53.2K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.97K- 22.7% |
$452K - $562K
|
10.1K
$2.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.15K- 57.04% |
$480K - $596K
|
2.37K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.18KClosed |
$484K - $601K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-3.22K- 23.25% |
$490K - $609K
|
10.6K
$2.23M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.28K- 3.69% |
$500K - $621K
|
85.6K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.43K- 75.31% |
$522K - $649K
|
1.12K
$236K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3.79K- 38.14% |
$577K - $717K
|
6.15K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.94K- 72.99% |
$601K - $746K
|
1.46K
$306K
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-4.17K- 3.82% |
$635K - $789K
|
105K
$22M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-4.4K- 16.24% |
$670K - $832K
|
22.7K
$4.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.41K- 22.68% |
$672K - $835K
|
15K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.47K- 38.74% |
$681K - $846K
|
7.07K
$1.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.73K- 47.71% |
$720K - $894K
|
5.18K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-4.76K- 18.98% |
$725K - $901K
|
20.3K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.77K- 4.64% |
$726K - $902K
|
97.9K
$20.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.15K- 13.76% |
$785K - $975K
|
32.3K
$6.77M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.4K- 13.81% |
$822K - $1.02M
|
33.7K
$7.06M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5.41K- 2.52% |
$823K - $1.02M
|
209K
$43.8M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.42K- 5.03% |
$825K - $1.03M
|
102K
$21.4M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5.49K- 13.53% |
$836K - $1.04M
|
35.1K
$7.36M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.91K- 23.93% |
$900K - $1.12M
|
18.8K
$3.94M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.56K- 6.48% |
$1.15M - $1.43M
|
109K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.64K- 55.25% |
$1.32M - $1.64M
|
7K
$1.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-9.42K- 69.18% |
$1.43M - $1.78M
|
4.2K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-11.8K- 53.45% |
$1.8M - $2.23M
|
10.3K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-12.7K- 65.07% |
$1.93M - $2.4M
|
6.81K
$1.43M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.8K- 0.89% |
$1.94M - $2.41M
|
1.42M
$297M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13K- 6.7% |
$1.99M - $2.47M
|
182K
$38.1M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.3K- 67.65% |
$2.03M - $2.52M
|
6.36K
$1.33M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-13.3K- 9.06% |
$2.03M - $2.52M
|
133K
$28M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-14K- 30.02% |
$2.14M - $2.66M
|
32.7K
$6.86M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15K- 5.57% |
$2.28M - $2.83M
|
254K
$53.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-15.2K- 4.58% |
$2.32M - $2.88M
|
318K
$66.6M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.4K- 2.73% |
$2.35M - $2.92M
|
550K
$115M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-17.2K- 92.52% |
$2.62M - $3.26M
|
1.39K
$292K
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-17.8K- 61.19% |
$2.71M - $3.36M
|
11.3K
$2.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-17.8K- 6.61% |
$2.72M - $3.38M
|
252K
$52.9M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.1K- 13.2% |
$2.76M - $3.42M
|
119K
$25M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.6K- 10.38% |
$2.99M - $3.71M
|
169K
$35.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-20K- 31.77% |
$3.05M - $3.78M
|
42.9K
$9.01M
|