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 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-94- 0.73% |
$16.3K - $18.7K
|
12.8K
$2.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-96- 1.64% |
$16.7K - $19.1K
|
5.76K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-98- 10.79% |
$17K - $19.5K
|
810
$170K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-101- 2.53% |
$17.5K - $20.1K
|
3.89K
$816K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-108- 23.38% |
$18.7K - $21.5K
|
354
$74.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-115- 6.97% |
$20K - $22.9K
|
1.53K
$322K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-115- 9.56% |
$20K - $22.9K
|
1.09K
$228K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-129- 3.48% |
$22.4K - $25.6K
|
3.58K
$750K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-130- 1.87% |
$22.6K - $25.8K
|
6.83K
$1.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-132- 10.61% |
$22.9K - $26.2K
|
1.11K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-137- 8.56% |
$23.8K - $27.2K
|
1.46K
$307K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-140- 8.32% |
$24.3K - $27.8K
|
1.54K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-141- 0.92% |
$24.5K - $28K
|
15.2K
$3.2M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-142- 2.93% |
$24.6K - $28.2K
|
4.7K
$986K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-144- 11.34% |
$25K - $28.6K
|
1.13K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-148- 10.5% |
$25.7K - $29.4K
|
1.26K
$265K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-149- 8.63% |
$25.9K - $29.6K
|
1.58K
$331K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-153- 7.94% |
$26.6K - $30.4K
|
1.77K
$372K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-159- 8.25% |
$27.6K - $31.6K
|
1.77K
$371K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-160- 8.58% |
$27.8K - $31.8K
|
1.71K
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-164- 1.17% |
$28.5K - $32.6K
|
13.9K
$2.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-165- 0.73% |
$28.6K - $32.8K
|
22.4K
$4.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-172- 2.6% |
$29.9K - $34.2K
|
6.45K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-176- 14.41% |
$30.6K - $35K
|
1.05K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-177- 51.45% |
$30.7K - $35.2K
|
167
$35K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-179- 10.95% |
$31.1K - $35.6K
|
1.46K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-182- 0.8% |
$31.6K - $36.2K
|
22.5K
$4.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-189- 0.88% |
$32.8K - $37.6K
|
21.3K
$4.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-190- 9.32% |
$33K - $37.8K
|
1.85K
$388K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-192- 12.66% |
$33.3K - $38.2K
|
1.32K
$278K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-193- 2.97% |
$33.5K - $38.4K
|
6.3K
$1.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-198- 0.89% |
$34.4K - $39.4K
|
22.1K
$4.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-200- 1.91% |
$34.7K - $39.8K
|
10.3K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-210- 2.48% |
$36.5K - $41.7K
|
8.26K
$1.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-210- 3.39% |
$36.5K - $41.7K
|
5.99K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-212- 0.25% |
$36.8K - $42.1K
|
85.1K
$17.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-214- 10.88% |
$37.1K - $42.5K
|
1.75K
$368K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-215- 11.62% |
$37.3K - $42.7K
|
1.64K
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-216- 8.72% |
$37.5K - $42.9K
|
2.26K
$474K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-218- 0.25% |
$37.8K - $43.3K
|
85.4K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-221- 3.03% |
$38.4K - $43.9K
|
7.07K
$1.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-227- 10.67% |
$39.4K - $45.1K
|
1.9K
$399K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-229- 7.87% |
$39.7K - $45.5K
|
2.68K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-230- 9.1% |
$39.9K - $45.7K
|
2.3K
$482K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-230- 4.52% |
$39.9K - $45.7K
|
4.85K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-234- 6.85% |
$40.6K - $46.5K
|
3.18K
$667K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-245- 6.17% |
$42.5K - $48.7K
|
3.73K
$782K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-249- 17.88% |
$43.2K - $49.5K
|
1.14K
$240K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-260- 4.25% |
$45.1K - $51.7K
|
5.86K
$1.23M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-271- 10.73% |
$47K - $53.9K
|
2.26K
$473K
|