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
Nov 13, 2024 Q3 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
394
+ 14.57%
$69.1K - $80.1K
3.1K $650K
Oct 10, 2024 Q3 2024
Exchange Traded Concepts, LLC

BUY
 -
386
New
$67.7K - $78.5K
386 $81K
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
375
+ 140.98%
$65.8K - $76.2K
641 $134K
Nov 12, 2024 Q3 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
354
+ 9.35%
$62.1K - $72K
4.14K $869K
Nov 05, 2024 Q3 2024
Haverford Trust CO

Radnor, PA
BUY
 -
354
+ 1.33%
$62.1K - $72K
26.9K $5.64M
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
336
+ 5.41%
$59K - $68.3K
6.55K $1.37M
Nov 06, 2024 Q3 2024
Straight Path Wealth Management

BUY
 -
335
+ 0.54%
$58.8K - $68.1K
62.9K $13.2M
Oct 30, 2024 Q3 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
334
+ 20.68%
$58.6K - $67.9K
1.95K $409K
Oct 17, 2024 Q3 2024
Fifth Third Bancorp

BUY
 -
327
+ 12.12%
$57.4K - $66.5K
3.03K $635K
Nov 14, 2024 Q3 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
327
+ 5.34%
$57.4K - $66.5K
6.45K $1.35M
Oct 24, 2024 Q3 2024
Arkadios Wealth Advisors

BUY
 -
316
+ 16.75%
$55.4K - $64.2K
2.2K $462K
Nov 05, 2024 Q3 2024
First Heartland Consultants, Inc.

BUY
 -
314
+ 30.46%
$55.1K - $63.8K
1.35K $282K
Oct 11, 2024 Q3 2024
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
296
+ 57.14%
$51.9K - $60.2K
814 $171K
Oct 16, 2024 Q3 2024
Bfsg, LLC

BUY
 -
276
New
$48.4K - $56.1K
276 $57.9K
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
266
+ 2.49%
$46.7K - $54.1K
11K $2.3M
Nov 13, 2024 Q3 2024
Financial Counselors Inc

BUY
 -
256
+ 23.38%
$44.9K - $52K
1.35K $283K
Nov 14, 2024 Q3 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
254
+ 16.83%
$44.6K - $51.6K
1.76K $370K
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
254
+ 23.45%
$44.6K - $51.6K
1.34K $280K
Nov 14, 2024 Q3 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
248
+ 70.45%
$43.5K - $50.4K
600 $126K
Nov 15, 2024 Q3 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
246
New
$43.2K - $50K
246 $51.6K
Oct 21, 2024 Q3 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
236
+ 1.23%
$41.4K - $48K
19.4K $4.06M
Oct 11, 2024 Q3 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
221
+ 7.79%
$38.8K - $44.9K
3.06K $641K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
214
New
$37.5K - $43.5K
214 $44.9K
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
198
+ 46.37%
$34.7K - $40.3K
625 $131K
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
178
+ 6.59%
$31.2K - $36.2K
2.88K $604K
Oct 08, 2024 Q3 2024
Clarus Wealth Advisors

BUY
 -
177
+ 2.24%
$31.1K - $36K
8.08K $1.7M
Nov 04, 2024 Q3 2024
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
177
New
$31.1K - $36K
177 $37.1K
Oct 25, 2024 Q3 2024
Center For Asset Management LLC

BUY
 -
173
+ 2.73%
$30.4K - $35.2K
6.52K $1.37M
Nov 13, 2024 Q3 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
170
+ 7.55%
$29.8K - $34.6K
2.42K $508K
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
168
+ 6.84%
$29.5K - $34.2K
2.62K $550K
Nov 12, 2024 Q3 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
167
+ 4.09%
$29.3K - $34K
4.25K $892K
Nov 14, 2024 Q3 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
164
+ 0.12%
$28.8K - $33.3K
137K $28.7M
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
155
+ 1550.0%
$27.2K - $31.5K
165 $34.6K
Oct 28, 2024 Q3 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
153
+ 1.93%
$26.8K - $31.1K
8.06K $1.69M
Nov 12, 2024 Q3 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
149
+ 3.09%
$26.1K - $30.3K
4.98K $1.04M
Nov 22, 2024 Q3 2024
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
144
+ 12.79%
$25.3K - $29.3K
1.27K $266K
Oct 22, 2024 Q3 2024
Detalus Advisors, LLC

BUY
 -
141
+ 1.23%
$24.7K - $28.7K
11.6K $2.43M
Oct 24, 2024 Q3 2024
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
135
New
$23.7K - $27.4K
135 $28.3K
Oct 07, 2024 Q3 2024
Dynamic Advisor Solutions LLC

BUY
 -
127
+ 7.24%
$22.3K - $25.8K
1.88K $394K
Nov 13, 2024 Q3 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
127
New
$22.3K - $25.8K
127 $26.6K
Nov 06, 2024 Q3 2024
Huntington National Bank

Columbus, OH
BUY
 -
123
+ 241.18%
$21.6K - $25K
174 $36.5K
Nov 05, 2024 Q3 2024
Paladin Advisory Group, LLC

BUY
 -
122
New
$21.4K - $24.8K
122 $25.6K
Nov 15, 2024 Q3 2024
Ewa, LLC

Pittsbugh, PA
BUY
 -
113
+ 3.15%
$19.8K - $23K
3.7K $776K
Oct 24, 2024 Q3 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
113
+ 1255.56%
$19.8K - $23K
122 $25.6K
Oct 15, 2024 Q3 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
113
+ 1.86%
$19.8K - $23K
6.2K $1.3M
Nov 13, 2024 Q3 2024
Brown Advisory Inc

BUY
 -
102
+ 1.22%
$17.9K - $20.7K
8.43K $1.77M
Nov 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
101
New
$17.7K - $20.5K
101 $21.2K
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
101
New
$17.7K - $20.5K
101 $21.2K
Nov 12, 2024 Q3 2024
Cibc World Market Inc.

Toronto, A6
BUY
 -
100
+ 4.99%
$17.5K - $20.3K
2.1K $441K

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