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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 6.25% |
$868 - $994
|
85
$17.7K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4+ 0.11% |
$694 - $795
|
3.64K
$758K
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4+ 0.11% |
$694 - $795
|
3.79K
$788K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 16.0% |
$694 - $795
|
29
$6.03K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3+ 0.09% |
$521 - $596
|
3.2K
$666K
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
3+ 0.08% |
$521 - $596
|
3.98K
$827K
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$347 - $398
|
7.06K
$1.47M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.03% |
$347 - $398
|
68
$14.1K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.47% |
$347 - $398
|
427
$88.8K
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$347 - $398
|
3.49K
$725K
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2+ 0.06% |
$347 - $398
|
3.49K
$725K
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.05% |
$347 - $398
|
3.82K
$795K
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2+ 0.11% |
$347 - $398
|
1.8K
$374K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.14% |
$347 - $398
|
1.45K
$301K
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$347 - $398
|
2.2K
$459K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2+ 0.14% |
$347 - $398
|
1.43K
$298K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.14% |
$347 - $398
|
1.41K
$294K
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$347 - $398
|
3.84K
$798K
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.01% |
$174 - $199
|
18.2K
$3.79M
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.06% |
$174 - $199
|
1.73K
$361K
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.08% |
$174 - $199
|
1.28K
$266K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$174 - $199
|
1.44K
$300K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$174 - $199
|
3.77K
$784K
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$174 - $199
|
2.44K
$507K
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.03% |
$174 - $199
|
3.35K
$698K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.5% |
$174 - $199
|
202
$42K
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1- 0.03% |
$174 - $199
|
2.94K
$612K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1Closed |
$174 - $199
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2- 0.06% |
$347 - $398
|
3.63K
$755K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3- 0.14% |
$521 - $596
|
2.09K
$436K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4- 0.5% |
$694 - $795
|
799
$166K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7- 46.67% |
$1.22K - $1.39K
|
8
$1.66K
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-7- 0.3% |
$1.22K - $1.39K
|
2.34K
$487K
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-8- 0.22% |
$1.39K - $1.59K
|
3.59K
$746K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-10- 0.05% |
$1.74K - $1.99K
|
20.5K
$4.26M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10- 0.21% |
$1.74K - $1.99K
|
4.64K
$966K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 0.42% |
$1.91K - $2.19K
|
2.62K
$545K
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-11- 0.06% |
$1.91K - $2.19K
|
18K
$3.74M
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11- 1.27% |
$1.91K - $2.19K
|
858
$179K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 1.18% |
$1.91K - $2.19K
|
921
$192K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-12- 0.71% |
$2.08K - $2.39K
|
1.68K
$350K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12- 0.73% |
$2.08K - $2.39K
|
1.63K
$339K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 0.39% |
$2.6K - $2.98K
|
3.79K
$789K
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-17- 2.04% |
$2.95K - $3.38K
|
815
$170K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18- 0.31% |
$3.12K - $3.58K
|
5.86K
$1.22M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-19- 41.3% |
$3.3K - $3.78K
|
27
$5.62K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-19- 0.1% |
$3.3K - $3.78K
|
19.3K
$4.01M
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-20- 1.53% |
$3.47K - $3.98K
|
1.29K
$268K
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-20- 1.64% |
$3.47K - $3.98K
|
1.2K
$250K
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-20- 0.84% |
$3.47K - $3.98K
|
2.35K
$490K
|