Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.14K- 47.66% |
$544K - $623K
|
3.44K
$764K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.2K- 15.48% |
$555K - $636K
|
17.5K
$3.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.58K- 0.58% |
$621K - $711K
|
608K
$135M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.65K- 3.96% |
$634K - $726K
|
88.6K
$19.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.89K- 16.86% |
$674K - $772K
|
19.2K
$4.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.98K- 34.82% |
$691K - $791K
|
7.45K
$1.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.11K- 19.48% |
$714K - $817K
|
17K
$3.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.27K- 11.45% |
$742K - $849K
|
33K
$7.34M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.57K- 63.08% |
$793K - $908K
|
2.67K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.62K- 3.88% |
$802K - $919K
|
114K
$25.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.82K- 4.92% |
$836K - $958K
|
93.1K
$20.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.55K- 9.11% |
$963K - $1.1M
|
55.3K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.85K- 48.49% |
$1.01M - $1.16M
|
6.21K
$1.38M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.1K- 5.04% |
$1.06M - $1.21M
|
115K
$25.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.24K- 21.21% |
$1.08M - $1.24M
|
23.2K
$5.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.46K- 13.63% |
$1.12M - $1.28M
|
40.9K
$9.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.55K- 99.5% |
$1.14M - $1.3M
|
33
$7.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.8K- 0.64% |
$1.18M - $1.35M
|
1.05M
$233M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.84K- 5.74% |
$1.19M - $1.36M
|
112K
$25M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-6.85K- 6.79% |
$1.19M - $1.36M
|
94.1K
$20.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.03K- 1.28% |
$1.22M - $1.4M
|
543K
$121M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.7K- 7.73% |
$1.34M - $1.53M
|
91.9K
$20.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-8.06K- 87.96% |
$1.4M - $1.6M
|
1.1K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-8.78K- 82.68% |
$1.52M - $1.75M
|
1.84K
$408K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.28K- 20.9% |
$1.61M - $1.85M
|
35.1K
$7.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.4K- 26.0% |
$1.63M - $1.87M
|
26.8K
$5.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-9.88K- 1.99% |
$1.72M - $1.96M
|
487K
$108M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 15.19% |
$1.82M - $2.08M
|
58.4K
$13M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.7K- 70.92% |
$1.85M - $2.12M
|
4.38K
$972K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.8K- 41.18% |
$1.88M - $2.15M
|
15.5K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-11K- 32.52% |
$1.9M - $2.18M
|
22.7K
$5.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-11.9K- 36.4% |
$2.07M - $2.37M
|
20.8K
$4.62M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-12.6K- 22.01% |
$2.19M - $2.51M
|
44.7K
$9.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 21.51% |
$2.28M - $2.62M
|
48K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-15.6K- 14.33% |
$2.72M - $3.11M
|
93.5K
$20.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.6K- 1.34% |
$2.89M - $3.31M
|
1.22M
$271M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-17K- 85.38% |
$2.95M - $3.38M
|
2.91K
$646K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.8K- 44.17% |
$3.09M - $3.53M
|
22.5K
$4.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.5K- 10.73% |
$3.38M - $3.87M
|
162K
$36M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-19.7K- 79.23% |
$3.42M - $3.91M
|
5.16K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-19.9K- 56.8% |
$3.46M - $3.96M
|
15.2K
$3.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.2K- 10.26% |
$3.51M - $4.02M
|
177K
$39.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.8K- 5.1% |
$3.61M - $4.13M
|
386K
$85.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-21.6K- 73.67% |
$3.75M - $4.29M
|
7.71K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-24.9K- 58.05% |
$4.33M - $4.95M
|
18K
$4M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-24.9K- 28.7% |
$4.33M - $4.96M
|
62K
$13.8M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-26.7K- 15.8% |
$4.64M - $5.32M
|
143K
$31.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-28.2K- 87.38% |
$4.89M - $5.6M
|
4.07K
$903K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.8K- 10.88% |
$5.52M - $6.32M
|
260K
$57.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-34K- 3.23% |
$5.9M - $6.75M
|
1.02M
$226M
|