Purchases and Sales Made in Q3 2024 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Oct 16, 2024 Q3 2024
Strid Group, LLC

BUY
 -
1.23K
New
$216K - $250K
1.23K $257K
Nov 12, 2024 Q3 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
1.21K
New
$212K - $246K
1.21K $252K
Oct 15, 2024 Q3 2024
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
1.21K
New
$212K - $245K
1.21K $252K
Nov 14, 2024 Q3 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
1.2K
+ 7.68%
$210K - $243K
16.8K $3.5M
Oct 21, 2024 Q3 2024
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
1.13K
+ 3.88%
$199K - $230K
30.3K $6.33M
Nov 07, 2024 Q3 2024
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
1.13K
New
$198K - $230K
1.13K $236K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
1.12K
New
$197K - $228K
1.12K $234K
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
1.12K
New
$196K - $227K
1.12K $233K
Nov 12, 2024 Q3 2024
Nwam LLC

Mercer Island, WA
BUY
 -
1.12K
New
$196K - $227K
1.12K $233K
Oct 16, 2024 Q3 2024
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
1.11K
New
$195K - $225K
1.11K $232K
Nov 08, 2024 Q3 2024
Strategy Asset Managers LLC

BUY
 -
1.04K
New
$183K - $212K
1.04K $217K
Nov 13, 2024 Q3 2024
D.A. Davidson & Co.

BUY
 -
1.02K
+ 15.89%
$179K - $207K
7.44K $1.55M
Oct 07, 2024 Q3 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
1.01K
New
$177K - $205K
1.01K $211K
Nov 07, 2024 Q3 2024
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
1K
New
$175K - $203K
1K $209K
Nov 05, 2024 Q3 2024
Simmons Bank

BUY
 -
1K
New
$175K - $203K
1K $209K
Oct 15, 2024 Q3 2024
Zhang Financial LLC

BUY
 -
1K
New
$175K - $203K
1K $209K
Nov 07, 2024 Q3 2024
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
999
New
$175K - $203K
999 $209K
Nov 12, 2024 Q3 2024
Wealthfront Advisers LLC

BUY
 -
997
New
$175K - $203K
997 $208K
Nov 07, 2024 Q3 2024
Eq LLC

Mercer Island, WA
BUY
 -
990
New
$174K - $201K
990 $207K
Nov 08, 2024 Q3 2024
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
955
New
$168K - $194K
955 $199K
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
930
+ 44.69%
$163K - $189K
3.01K $629K
Nov 13, 2024 Q3 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
928
+ 38.68%
$163K - $189K
3.33K $695K
Nov 04, 2024 Q3 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
900
+ 47.34%
$158K - $183K
2.8K $585K
Oct 22, 2024 Q3 2024
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
766
+ 66.96%
$134K - $156K
1.91K $399K
Nov 08, 2024 Q3 2024
Wedbush Securities Inc

BUY
 -
733
+ 30.76%
$129K - $149K
3.12K $651K
Nov 12, 2024 Q3 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
732
New
$128K - $149K
732 $153K
Nov 12, 2024 Q3 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
678
+ 25.57%
$119K - $138K
3.33K $695K
Nov 14, 2024 Q3 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
673
+ 25.73%
$118K - $137K
3.29K $687K
Oct 09, 2024 Q3 2024
Pinnacle Bancorp, Inc.

BUY
 -
661
New
$116K - $134K
661 $138K
Nov 06, 2024 Q3 2024
Sheaff Brock Investment Advisors, LLC

BUY
 -
617
+ 9.98%
$108K - $125K
6.8K $1.42M
Nov 13, 2024 Q3 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
609
+ 0.61%
$107K - $124K
99.9K $20.9M
Nov 12, 2024 Q3 2024
Aviso Financial Inc.

Toronto, A6
BUY
 -
572
+ 52.57%
$100K - $116K
1.66K $347K
Oct 23, 2024 Q3 2024
Dakota Wealth Management

BUY
 -
546
+ 19.52%
$95.8K - $111K
3.34K $698K
Oct 10, 2024 Q3 2024
Professional Financial Advisors, LLC

BUY
 -
541
+ 2.59%
$94.9K - $110K
21.4K $4.47M
Oct 16, 2024 Q3 2024
Capital Planning LLC

BUY
 -
538
+ 1.53%
$94.4K - $109K
35.6K $7.44M
Nov 05, 2024 Q3 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
533
+ 1.55%
$93.5K - $108K
34.9K $7.3M
Nov 08, 2024 Q3 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
520
New
$91.2K - $106K
520 $109K
Oct 30, 2024 Q3 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
492
+ 137.43%
$86.3K - $100K
850 $178K
Oct 09, 2024 Q3 2024
Simplicity Wealth,Llc

BUY
 -
471
+ 5.53%
$82.6K - $95.8K
8.98K $1.88M
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
467
New
$81.9K - $94.9K
467 $97.5K
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
456
+ 17.7%
$80K - $92.7K
3.03K $633K
Oct 31, 2024 Q3 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
450
+ 1.7%
$79K - $91.5K
26.9K $5.62M
Oct 25, 2024 Q3 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
433
+ 13.05%
$76K - $88K
3.75K $783K
Oct 08, 2024 Q3 2024
Unison Advisors LLC

BUY
 -
429
+ 1.94%
$75.3K - $87.2K
22.6K $4.72M
Nov 12, 2024 Q3 2024
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
426
+ 32.18%
$74.7K - $86.6K
1.75K $365K
Nov 13, 2024 Q3 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
421
+ 12.44%
$73.9K - $85.6K
3.81K $795K
Oct 10, 2024 Q3 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
420
New
$73.7K - $85.4K
420 $87.7K
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
416
+ 133.33%
$73K - $84.6K
728 $152K
Oct 29, 2024 Q3 2024
Empire Life Investments Inc.

BUY
 -
400
+ 4.44%
$70.2K - $81.3K
9.4K $1.96M

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