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 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6New |
$1.04K - $1.19K
|
6
$1.26K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5New |
$868 - $994
|
5
$1.05K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 6.25% |
$868 - $994
|
85
$17.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 16.0% |
$694 - $795
|
29
$6.08K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4+ 0.11% |
$694 - $795
|
3.79K
$794K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4+ 0.11% |
$694 - $795
|
3.64K
$764K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3+ 0.09% |
$521 - $596
|
3.2K
$671K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
3+ 0.08% |
$521 - $596
|
3.98K
$834K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$347 - $398
|
3.49K
$731K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.47% |
$347 - $398
|
427
$89.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2+ 0.14% |
$347 - $398
|
1.43K
$301K
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2+ 0.11% |
$347 - $398
|
1.8K
$377K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$347 - $398
|
7.06K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.14% |
$347 - $398
|
1.45K
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$347 - $398
|
2.2K
$462K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$347 - $398
|
3.84K
$804K
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.05% |
$347 - $398
|
3.82K
$801K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.14% |
$347 - $398
|
1.41K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2+ 0.06% |
$347 - $398
|
3.49K
$731K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.03% |
$347 - $398
|
68
$14.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.03% |
$174 - $199
|
3.35K
$703K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$174 - $199
|
1.44K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.06% |
$174 - $199
|
1.73K
$363K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$174 - $199
|
3.77K
$790K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.08% |
$174 - $199
|
1.28K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.01% |
$174 - $199
|
18.2K
$3.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.5% |
$174 - $199
|
202
$42.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$174 - $199
|
2.44K
$511K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1- 0.03% |
$174 - $199
|
2.94K
$617K
|
|
|
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
$762K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3- 0.14% |
$521 - $596
|
2.09K
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4- 0.5% |
$694 - $795
|
799
$168K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-7- 0.3% |
$1.22K - $1.39K
|
2.34K
$491K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7- 46.67% |
$1.22K - $1.39K
|
8
$1.68K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-8- 0.22% |
$1.39K - $1.59K
|
3.59K
$752K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-10- 0.05% |
$1.74K - $1.99K
|
20.5K
$4.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10- 0.21% |
$1.74K - $1.99K
|
4.64K
$974K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 0.42% |
$1.91K - $2.19K
|
2.62K
$550K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 1.18% |
$1.91K - $2.19K
|
921
$193K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11- 1.27% |
$1.91K - $2.19K
|
858
$180K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-11- 0.06% |
$1.91K - $2.19K
|
18K
$3.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12- 0.73% |
$2.08K - $2.39K
|
1.63K
$341K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-12- 0.71% |
$2.08K - $2.39K
|
1.68K
$352K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 0.39% |
$2.6K - $2.98K
|
3.79K
$795K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-17- 2.04% |
$2.95K - $3.38K
|
815
$171K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18- 0.31% |
$3.12K - $3.58K
|
5.86K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-19- 0.1% |
$3.3K - $3.78K
|
19.3K
$4.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-19- 41.3% |
$3.3K - $3.78K
|
27
$5.66K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-20- 0.84% |
$3.47K - $3.98K
|
2.35K
$494K
|