Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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 01, 2024 Q1 2024
Money Concepts Capital Corp

BUY
 -
819
+ 44.13%
$125K - $155K
2.68K $561K
Apr 12, 2024 Q1 2024
Unison Advisors LLC

BUY
 -
784
+ 3.98%
$119K - $148K
20.5K $4.3M
May 01, 2024 Q1 2024
Janney Montgomery Scott LLC

BUY
 -
722
+ 0.37%
$110K - $137K
197K $41.4M
May 08, 2024 Q1 2024
Crestwood Advisors Group LLC

BUY
 -
719
+ 6.74%
$110K - $136K
11.4K $2.39M
May 07, 2024 Q1 2024
Americana Partners, LLC

Houston, TX
BUY
 -
704
+ 50.54%
$107K - $133K
2.1K $440K
May 07, 2024 Q1 2024
Sanchez Wealth Management Group

BUY
 -
696
+ 0.99%
$106K - $132K
71.1K $14.9M
Apr 16, 2024 Q1 2024
Indiana Trust & Investment Management CO

BUY
 -
681
New
$104K - $129K
681 $143K
May 03, 2024 Q1 2024
Geneos Wealth Management Inc.

BUY
 -
640
+ 5.7%
$97.5K - $121K
11.9K $2.49M
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
640
New
$97.5K - $121K
640 $134K
May 10, 2024 Q1 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
633
+ 372.35%
$96.4K - $120K
803 $168K
May 02, 2024 Q1 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
625
+ 1.37%
$95.2K - $118K
46.2K $9.68M
Apr 05, 2024 Q1 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
585
+ 19.53%
$89.1K - $111K
3.58K $751K
May 15, 2024 Q1 2024
Steward Partners Investment Advisory, LLC

BUY
 -
579
+ 3.22%
$88.2K - $110K
18.6K $3.89M
May 09, 2024 Q1 2024
Blair William & CO

Chicago, IL
BUY
 -
571
+ 7.77%
$87K - $108K
7.92K $1.66M
May 14, 2024 Q1 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
570
+ 36.05%
$86.8K - $108K
2.15K $451K
Apr 30, 2024 Q1 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
555
+ 137.38%
$84.5K - $105K
959 $201K
May 08, 2024 Q1 2024
Belpointe Asset Management LLC

BUY
 -
549
+ 18.44%
$83.6K - $104K
3.53K $740K
May 06, 2024 Q1 2024
Hilltop National Bank

Casper, WY
BUY
 -
512
New
$78K - $96.9K
512 $107K
May 02, 2024 Q1 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
506
+ 0.78%
$77.1K - $95.7K
65.6K $13.8M
Apr 15, 2024 Q1 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
450
+ 1.26%
$68.5K - $85.1K
36.1K $7.57M
Apr 18, 2024 Q1 2024
Aspire Private Capital, LLC

BUY
 -
437
+ 27.31%
$66.6K - $82.7K
2.04K $427K
May 01, 2024 Q1 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
425
+ 3.88%
$64.7K - $80.4K
11.4K $2.39M
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
425
New
$64.7K - $80.4K
425 $89.1K
May 13, 2024 Q1 2024
Natixis

Paris, I0
BUY
 -
401
+ 12.06%
$61.1K - $75.9K
3.73K $781K
Apr 12, 2024 Q1 2024
Dynamic Advisor Solutions LLC

BUY
 -
384
+ 24.26%
$58.5K - $72.7K
1.97K $413K
May 15, 2024 Q1 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
382
+ 16.99%
$58.2K - $72.3K
2.63K $552K
May 13, 2024 Q1 2024
Stevard, LLC

Chicago, IL
BUY
 -
377
+ 12.14%
$57.4K - $71.3K
3.48K $731K
Apr 23, 2024 Q1 2024
Global Retirement Partners, LLC

BUY
 -
373
+ 17.73%
$56.8K - $70.6K
2.48K $520K
May 13, 2024 Q1 2024
Bank Of Montreal

Toronto, A6
BUY
 -
353
+ 35.69%
$53.8K - $66.8K
1.34K $281K
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
352
New
$53.6K - $66.6K
352 $73.8K
May 15, 2024 Q1 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
315
+ 51.98%
$48K - $59.6K
921 $193K
May 15, 2024 Q1 2024
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
307
+ 2.04%
$46.8K - $58.1K
15.4K $3.23M
May 14, 2024 Q1 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
289
+ 5.03%
$44K - $54.7K
6.03K $1.27M
May 07, 2024 Q1 2024
First Heartland Consultants, Inc.

BUY
 -
286
+ 11.05%
$43.6K - $54.1K
2.87K $603K
May 15, 2024 Q1 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
285
New
$43.4K - $53.9K
285 $59.8K
May 16, 2024 Q1 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
274
New
$41.7K - $51.8K
274 $57.5K
Apr 15, 2024 Q1 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
260
+ 7.38%
$39.6K - $49.2K
3.78K $793K
May 13, 2024 Q1 2024
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
245
+ 1.99%
$37.3K - $46.4K
12.6K $2.64M
May 23, 2024 Q1 2024
Wellington Shields & Co., LLC

New York, NY
BUY
 -
222
New
$33.8K - $42K
222 $46.6K
May 03, 2024 Q1 2024
Wellington Shields & Co., LLC

New York, NY
BUY
 -
222
New
$33.8K - $42K
222 $46.6K
May 03, 2024 Q1 2024
Dopkins Wealth Management, LLC

BUY
 -
221
+ 7.27%
$33.7K - $41.8K
3.26K $684K
May 01, 2024 Q1 2024
Creative Financial Designs Inc

BUY
 -
220
+ 6.14%
$33.5K - $41.6K
3.81K $798K
Apr 30, 2024 Q1 2024
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
220
+ 4.51%
$33.5K - $41.6K
5.1K $1.07M
May 14, 2024 Q1 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
212
+ 1630.77%
$32.3K - $40.1K
225 $47.2K
May 15, 2024 Q1 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
209
+ 8.86%
$31.8K - $39.5K
2.57K $538K
May 14, 2024 Q1 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
207
+ 15.9%
$31.5K - $39.2K
1.51K $316K
May 14, 2024 Q1 2024
Wedbush Securities Inc

BUY
 -
202
+ 13.93%
$30.8K - $38.2K
1.65K $346K
Aug 08, 2024 Q1 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
200
+ 65.79%
$30.5K - $37.8K
504 $106K
Apr 24, 2024 Q1 2024
Family Capital Trust CO

BUY
 -
183
New
$27.9K - $34.6K
183 $38.4K

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