Purchases and Sales Made in Q3 2024 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.9K+ 99.34% |
$685K - $793K
|
7.83K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.64KNew |
$639K - $740K
|
3.64K
$764K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.61K+ 5.58% |
$634K - $735K
|
68.4K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.58K+ 1.99% |
$629K - $729K
|
183K
$38.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.41K+ 8.33% |
$598K - $693K
|
44.4K
$9.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.33K+ 208.31% |
$585K - $678K
|
4.93K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.31K+ 75.67% |
$581K - $674K
|
7.69K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.2K+ 1.49% |
$562K - $651K
|
217K
$45.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.16K+ 5.11% |
$555K - $643K
|
65.1K
$13.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.14KNew |
$550K - $637K
|
3.14K
$658K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.02KNew |
$529K - $613K
|
3.02K
$632K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.97K+ 25.61% |
$521K - $604K
|
14.6K
$3.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.95K+ 20.0% |
$518K - $600K
|
17.7K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.84K+ 2682.08% |
$499K - $578K
|
2.95K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.8KNew |
$491K - $569K
|
2.8K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.65KNew |
$465K - $539K
|
2.65K
$556K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.4KNew |
$422K - $489K
|
2.4K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
2.4KNew |
$421K - $488K
|
2.4K
$503K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.27KNew |
$399K - $462K
|
2.27K
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.25K+ 13.26% |
$395K - $458K
|
19.2K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.21KNew |
$387K - $449K
|
2.21K
$463K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.2KNew |
$386K - $447K
|
2.2K
$461K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.18K+ 96.63% |
$382K - $442K
|
4.43K
$929K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.08K+ 1.18% |
$365K - $423K
|
178K
$37.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.08KNew |
$365K - $422K
|
2.08K
$436K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.05K+ 24.7% |
$359K - $416K
|
10.3K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.01K+ 141.4% |
$352K - $408K
|
3.42K
$718K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2K+ 33.85% |
$351K - $407K
|
7.91K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.99K+ 24.12% |
$350K - $405K
|
10.3K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 142.51% |
$349K - $404K
|
3.38K
$710K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.96K+ 186.34% |
$345K - $399K
|
3.02K
$633K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.9K+ 3.07% |
$332K - $385K
|
63.6K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.89KNew |
$331K - $383K
|
1.89K
$396K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.87K+ 4.24% |
$328K - $380K
|
46K
$9.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.85KNew |
$325K - $376K
|
1.85K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.81KNew |
$318K - $369K
|
1.81K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.69KNew |
$297K - $344K
|
1.69K
$355K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.65K+ 31.47% |
$290K - $335K
|
6.89K
$1.45M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.58K+ 3.38% |
$277K - $321K
|
48.3K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.55KNew |
$272K - $316K
|
1.55K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.54K+ 8.8% |
$270K - $313K
|
19K
$3.99M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.5KNew |
$264K - $305K
|
1.5K
$315K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.5K+ 37.44% |
$262K - $304K
|
5.49K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.45KNew |
$255K - $295K
|
1.45K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.43KNew |
$252K - $292K
|
1.43K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
1.41K+ 68.27% |
$247K - $286K
|
3.47K
$727K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$241K - $279K
|
1.37K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.24KNew |
$218K - $253K
|
1.24K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.24KNew |
$218K - $253K
|
1.24K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.24KNew |
$218K - $252K
|
1.24K
$260K
|