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 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-20- 1.64% |
$3.47K - $3.98K
|
1.2K
$252K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-20- 1.53% |
$3.47K - $3.98K
|
1.29K
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-22- 0.39% |
$3.82K - $4.37K
|
5.63K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23- 0.56% |
$3.99K - $4.57K
|
4.11K
$862K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-25- 0.74% |
$4.34K - $4.97K
|
3.37K
$707K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-26- 39.39% |
$4.51K - $5.17K
|
40
$8.39K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-27- 1.92% |
$4.69K - $5.37K
|
1.38K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-28- 3.04% |
$4.86K - $5.57K
|
893
$187K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-29- 1.03% |
$5.03K - $5.77K
|
2.8K
$587K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-30- 50.0% |
$5.21K - $5.96K
|
30
$6.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-30- 1.97% |
$5.21K - $5.96K
|
1.49K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 8.82% |
$5.21K - $5.96K
|
310
$65K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-31- 18.45% |
$5.38K - $6.16K
|
137
$28.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-32- 2.25% |
$5.55K - $6.36K
|
1.39K
$292K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-32- 2.4% |
$5.55K - $6.36K
|
1.3K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-32- 2.43% |
$5.55K - $6.36K
|
1.29K
$270K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33- 5.69% |
$5.73K - $6.56K
|
547
$115K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-34- 39.53% |
$5.9K - $6.76K
|
52
$10.9K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-35- 1.39% |
$6.08K - $6.96K
|
2.48K
$520K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-35- 2.88% |
$6.08K - $6.96K
|
1.18K
$248K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-40- 2.6% |
$6.94K - $7.95K
|
1.5K
$314K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41- 1.16% |
$7.12K - $8.15K
|
3.49K
$731K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-42- 6.56% |
$7.29K - $8.35K
|
598
$125K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-42- 2.97% |
$7.29K - $8.35K
|
1.37K
$288K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-44- 12.36% |
$7.64K - $8.75K
|
312
$65.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-44- 0.58% |
$7.64K - $8.75K
|
7.54K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-46- 3.15% |
$7.98K - $9.14K
|
1.41K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-46- 2.98% |
$7.98K - $9.14K
|
1.5K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-48- 37.21% |
$8.33K - $9.54K
|
81
$17K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-48- 2.11% |
$8.33K - $9.54K
|
2.23K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-49- 1.23% |
$8.51K - $9.74K
|
3.93K
$824K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-53- 3.15% |
$9.2K - $10.5K
|
1.63K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-54- 4.8% |
$9.37K - $10.7K
|
1.07K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-55- 24.44% |
$9.55K - $10.9K
|
170
$35.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-55- 44.0% |
$9.55K - $10.9K
|
70
$14.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-61- 4.08% |
$10.6K - $12.1K
|
1.43K
$301K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-61- 0.3% |
$10.6K - $12.1K
|
20.3K
$4.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64- 0.18% |
$11.1K - $12.7K
|
36.3K
$7.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-69- 44.23% |
$12K - $13.7K
|
87
$18.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-69- 12.97% |
$12K - $13.7K
|
463
$97.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-75- 5.56% |
$13K - $14.9K
|
1.27K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-75- 2.32% |
$13K - $14.9K
|
3.15K
$661K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-79- 2.98% |
$13.7K - $15.7K
|
2.57K
$540K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-80- 18.31% |
$13.9K - $15.9K
|
357
$74.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-82- 3.88% |
$14.2K - $16.3K
|
2.03K
$427K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-83- 5.17% |
$14.4K - $16.5K
|
1.52K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-83- 7.12% |
$14.4K - $16.5K
|
1.08K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-87Closed |
$15.1K - $17.3K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-92- 4.39% |
$16K - $18.3K
|
2.01K
$421K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-93- 4.15% |
$16.1K - $18.5K
|
2.15K
$450K
|