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 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.93KNew |
$599K - $744K
|
3.93K
$825K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.8K+ 19.6% |
$579K - $719K
|
23.2K
$4.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.73KNew |
$569K - $706K
|
3.73K
$783K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.61KNew |
$550K - $683K
|
3.61K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.48KNew |
$531K - $659K
|
3.48K
$731K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.46K+ 217.18% |
$528K - $655K
|
5.06K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.18KNew |
$485K - $602K
|
3.18K
$667K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.18KNew |
$484K - $601K
|
3.18K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.1K+ 1.59% |
$472K - $586K
|
198K
$41.6M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.09KNew |
$471K - $585K
|
3.09K
$649K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3KNew |
$457K - $568K
|
3K
$629K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.99K+ 19.33% |
$455K - $565K
|
18.4K
$3.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.97KNew |
$452K - $561K
|
2.97K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.92KNew |
$445K - $552K
|
2.92K
$612K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.86KNew |
$435K - $540K
|
2.86K
$599K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.73K+ 1.58% |
$416K - $517K
|
175K
$36.8M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.7K+ 109.58% |
$411K - $511K
|
5.16K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.66KNew |
$404K - $502K
|
2.66K
$557K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.63K+ 1.33% |
$401K - $498K
|
200K
$41.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.62K+ 15.71% |
$399K - $495K
|
19.3K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.53KNew |
$385K - $478K
|
2.53K
$530K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
2.53KNew |
$385K - $478K
|
2.53K
$530K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.52KNew |
$384K - $477K
|
2.52K
$529K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.39KNew |
$363K - $451K
|
2.39K
$500K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.29K+ 38.38% |
$348K - $432K
|
8.24K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.26KNew |
$343K - $427K
|
2.26K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.25KNew |
$343K - $426K
|
2.25K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.24K+ 152.04% |
$340K - $423K
|
3.71K
$777K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.2KNew |
$335K - $417K
|
2.2K
$462K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
2.19K+ 3.25% |
$334K - $415K
|
69.6K
$14.6M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 26.55% |
$326K - $405K
|
10.2K
$2.14M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.03KNew |
$309K - $384K
|
2.03K
$426K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.93KNew |
$294K - $365K
|
1.93K
$404K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.92K+ 1.44% |
$292K - $363K
|
135K
$28.3M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.86KNew |
$283K - $352K
|
1.86K
$390K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.76KNew |
$268K - $333K
|
1.76K
$369K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.76KNew |
$267K - $332K
|
1.76K
$368K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.73K+ 6.82% |
$264K - $328K
|
27.1K
$5.69M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.71K+ 15.44% |
$260K - $323K
|
12.8K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.7K+ 4.08% |
$259K - $322K
|
43.4K
$9.1M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.7K+ 1.42% |
$258K - $321K
|
121K
$25.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.67K+ 33.83% |
$255K - $317K
|
6.62K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.66K+ 76.42% |
$252K - $313K
|
3.82K
$802K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.65K+ 1.34% |
$251K - $311K
|
124K
$26.1M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.64KNew |
$250K - $310K
|
1.64K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 16.68% |
$246K - $306K
|
11.3K
$2.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$244K - $303K
|
1.6K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.58KNew |
$241K - $300K
|
1.58K
$332K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$239K - $297K
|
1.57K
$329K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.53K+ 10.7% |
$233K - $290K
|
15.8K
$3.32M
|