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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-20.2K- 63.85% |
$3.07M - $3.82M
|
11.4K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-20.5K- 92.24% |
$3.13M - $3.89M
|
1.73K
$362K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-20.9K- 26.7% |
$3.18M - $3.95M
|
57.4K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.6K- 88.71% |
$3.44M - $4.27M
|
2.88K
$603K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25.5K- 70.35% |
$3.88M - $4.82M
|
10.7K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-41.9K- 25.65% |
$6.39M - $7.94M
|
122K
$25.5M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-43.1K- 68.48% |
$6.56M - $8.15M
|
19.8K
$4.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44.4K- 1.74% |
$6.77M - $8.41M
|
2.51M
$526M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-46.6K- 92.84% |
$7.1M - $8.82M
|
3.59K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-47.5K- 13.34% |
$7.24M - $8.99M
|
309K
$64.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-66.5K- 52.56% |
$10.1M - $12.6M
|
60K
$12.6M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-75.2K- 5.09% |
$11.5M - $14.2M
|
1.4M
$294M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-81.3K- 98.65% |
$12.4M - $15.4M
|
1.12K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-86.9K- 42.85% |
$13.2M - $16.4M
|
116K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-89.1K- 7.79% |
$13.6M - $16.9M
|
1.05M
$221M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-95.4K- 5.79% |
$14.5M - $18M
|
1.55M
$325M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-106KClosed |
$16.1M - $20M
|
0
$0
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-116K- 31.45% |
$17.7M - $22M
|
254K
$53.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-204K- 38.03% |
$31.1M - $38.6M
|
333K
$69.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-299K- 26.32% |
$45.5M - $56.5M
|
836K
$175M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.25M- 68.09% |
$342M - $425M
|
1.05M
$221M
|