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 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6+ 0.44% |
$914 - $1.14K
|
1.38K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
4+ 0.06% |
$609 - $757
|
7.06K
$1.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3+ 0.08% |
$457 - $568
|
3.64K
$861K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.14% |
$305 - $378
|
1.44K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$305 - $378
|
3.83K
$908K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.1% |
$305 - $378
|
2.02K
$479K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.07% |
$152 - $189
|
1.42K
$337K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.06% |
$152 - $189
|
1.65K
$390K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.07% |
$152 - $189
|
1.41K
$335K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1+ 0.06% |
$152 - $189
|
1.8K
$425K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$152 - $189
|
1.87K
$442K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.1% |
$152 - $189
|
967
$229K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.02% |
$152 - $189
|
5.35K
$1.27M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.02% |
$152 - $189
|
4.43K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.07% |
$152 - $189
|
1.41K
$334K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$152 - $189
|
6.5K
$1.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1- 0.06% |
$152 - $189
|
1.8K
$425K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$152 - $189
|
2.91K
$689K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 1.56% |
$152 - $189
|
63
$14.9K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.68% |
$152 - $189
|
146
$34.6K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 6.25% |
$152 - $189
|
15
$3.55K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 66.67% |
$305 - $378
|
1
$237
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2- 0.08% |
$305 - $378
|
2.43K
$576K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$457 - $568
|
2.2K
$521K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-5- 0.31% |
$762 - $946
|
1.6K
$380K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5- 0.05% |
$762 - $946
|
10.6K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6- 0.41% |
$914 - $1.14K
|
1.44K
$342K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 5.88% |
$1.07K - $1.32K
|
112
$26.5K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8- 0.41% |
$1.22K - $1.51K
|
1.94K
$458K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-9- 0.4% |
$1.37K - $1.7K
|
2.26K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 73.33% |
$1.68K - $2.08K
|
4
$947
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.86% |
$1.68K - $2.08K
|
1.27K
$301K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-14- 18.92% |
$2.13K - $2.65K
|
60
$14.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-15- 1.11% |
$2.28K - $2.84K
|
1.33K
$316K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-18- 0.19% |
$2.74K - $3.41K
|
9.62K
$2.28M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-20- 1.51% |
$3.05K - $3.78K
|
1.3K
$308K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 1.19% |
$3.05K - $3.78K
|
1.66K
$393K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21- 0.93% |
$3.2K - $3.97K
|
2.24K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21- 0.51% |
$3.2K - $3.97K
|
4.13K
$979K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-22- 0.74% |
$3.35K - $4.16K
|
2.94K
$697K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-22- 0.93% |
$3.35K - $4.16K
|
2.35K
$557K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 5.25% |
$3.5K - $4.35K
|
415
$98.3K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-23- 0.35% |
$3.5K - $4.35K
|
6.58K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-24- 1.32% |
$3.66K - $4.54K
|
1.79K
$425K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 0.57% |
$3.81K - $4.73K
|
4.35K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-27- 1.28% |
$4.11K - $5.11K
|
2.08K
$493K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-27- 0.68% |
$4.11K - $5.11K
|
3.96K
$938K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-32- 2.15% |
$4.87K - $6.05K
|
1.46K
$345K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-33- 0.76% |
$5.03K - $6.24K
|
4.32K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-35- 24.65% |
$5.33K - $6.62K
|
107
$25.3K
|