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
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.29KNew |
$1.44M - $1.65M
|
8.29K
$1.74M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
7.91KNew |
$1.37M - $1.57M
|
7.91K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.4K+ 13.97% |
$1.28M - $1.47M
|
60.3K
$12.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7K+ 4.05% |
$1.21M - $1.39M
|
180K
$37.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.61K+ 3.89% |
$1.15M - $1.31M
|
176K
$37M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.12KNew |
$1.06M - $1.22M
|
6.12K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
5.96K+ 39.87% |
$1.04M - $1.19M
|
20.9K
$4.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.91KNew |
$1.03M - $1.18M
|
5.91K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.87K+ 33.7% |
$1.02M - $1.17M
|
23.3K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.86K+ 280.88% |
$1.02M - $1.17M
|
7.95K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.4K+ 18.27% |
$937K - $1.07M
|
35K
$7.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.33K+ 186.83% |
$926K - $1.06M
|
8.19K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.15K+ 327.34% |
$894K - $1.02M
|
6.72K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.89K+ 45.78% |
$848K - $972K
|
15.6K
$3.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.8K+ 2.42% |
$834K - $955K
|
203K
$42.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.79K+ 212.57% |
$831K - $952K
|
7.04K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.68KNew |
$813K - $931K
|
4.68K
$982K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.33K+ 109.96% |
$751K - $860K
|
8.26K
$1.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.26K+ 2.04% |
$739K - $846K
|
213K
$44.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.95K+ 9.41% |
$686K - $786K
|
46K
$9.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.84KNew |
$667K - $764K
|
3.84K
$806K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.82K+ 5.37% |
$662K - $759K
|
74.9K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.81KNew |
$661K - $757K
|
3.81K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.74K+ 0.57% |
$649K - $744K
|
659K
$138M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3.72K+ 1104.15% |
$646K - $740K
|
4.06K
$851K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.35K+ 14.43% |
$581K - $665K
|
26.5K
$5.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.26K+ 407.5% |
$566K - $648K
|
4.06K
$852K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.09KNew |
$536K - $614K
|
3.09K
$648K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.07K+ 77.58% |
$533K - $611K
|
7.03K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.98KNew |
$517K - $592K
|
2.98K
$624K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.95KNew |
$512K - $586K
|
2.95K
$618K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.81K+ 34.15% |
$488K - $559K
|
11.1K
$2.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.71KNew |
$470K - $538K
|
2.71K
$567K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.69K+ 4.5% |
$467K - $535K
|
62.6K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.58K+ 3.91% |
$448K - $513K
|
68.6K
$14.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.51K+ 9.25% |
$435K - $498K
|
29.6K
$6.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.33K+ 9.61% |
$404K - $463K
|
26.5K
$5.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.24K+ 127.52% |
$388K - $445K
|
3.99K
$837K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
2.19KNew |
$380K - $435K
|
2.19K
$459K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.16KNew |
$374K - $429K
|
2.16K
$452K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.11K+ 11.35% |
$365K - $418K
|
20.7K
$4.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.07K+ 4.47% |
$358K - $411K
|
48.2K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.06KNew |
$358K - $410K
|
2.06K
$432K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2KNew |
$348K - $398K
|
2K
$420K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.91KNew |
$332K - $380K
|
1.91K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.91KNew |
$331K - $379K
|
1.91K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 4.52% |
$331K - $379K
|
44.1K
$9.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.9KNew |
$329K - $377K
|
1.9K
$398K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.88K+ 82.62% |
$327K - $374K
|
4.16K
$873K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.81KNew |
$314K - $360K
|
1.81K
$379K
|