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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-26- 1.78% |
$4.56K - $5.29K
|
1.44K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-30- 0.5% |
$5.26K - $6.1K
|
5.99K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30- 1.76% |
$5.26K - $6.1K
|
1.68K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-30- 0.59% |
$5.26K - $6.1K
|
5.04K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-32- 27.83% |
$5.61K - $6.51K
|
83
$17.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-35- 2.54% |
$6.14K - $7.12K
|
1.34K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 2.53% |
$6.14K - $7.12K
|
1.35K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-36- 0.7% |
$6.32K - $7.32K
|
5.12K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-36- 0.53% |
$6.32K - $7.32K
|
6.8K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-37- 0.6% |
$6.49K - $7.52K
|
6.16K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-38- 2.41% |
$6.67K - $7.73K
|
1.54K
$323K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-38- 2.54% |
$6.67K - $7.73K
|
1.46K
$306K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-42- 5.15% |
$7.37K - $8.54K
|
773
$162K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-49- 0.65% |
$8.6K - $9.96K
|
7.49K
$1.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.48% |
$8.77K - $10.2K
|
3.32K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-51- 1.46% |
$8.95K - $10.4K
|
3.44K
$720K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-51- 2.31% |
$8.95K - $10.4K
|
2.15K
$452K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-52- 1.81% |
$9.12K - $10.6K
|
2.82K
$592K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-53- 1.24% |
$9.3K - $10.8K
|
4.23K
$887K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-54- 48.21% |
$9.47K - $11K
|
58
$12.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-55- 0.69% |
$9.65K - $11.2K
|
7.96K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-55- 4.95% |
$9.65K - $11.2K
|
1.06K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-59- 0.32% |
$10.4K - $12K
|
18.2K
$3.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-61- 1.5% |
$10.7K - $12.4K
|
4K
$838K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-62- 2.1% |
$10.9K - $12.6K
|
2.89K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-70- 0.13% |
$12.3K - $14.2K
|
55.3K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-70- 4.29% |
$12.3K - $14.2K
|
1.56K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-73- 4.86% |
$12.8K - $14.8K
|
1.43K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-75- 2.62% |
$13.2K - $15.2K
|
2.79K
$584K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-76- 3.71% |
$13.3K - $15.5K
|
1.97K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-77- 25.33% |
$13.5K - $15.7K
|
227
$47.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-85- 4.12% |
$14.9K - $17.3K
|
1.98K
$415K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-91- 4.09% |
$16K - $18.5K
|
2.14K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-94- 3.65% |
$16.5K - $19.1K
|
2.48K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-97- 3.33% |
$17K - $19.7K
|
2.81K
$590K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-99- 4.15% |
$17.4K - $20.1K
|
2.29K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-100- 6.79% |
$17.5K - $20.3K
|
1.37K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 9.09% |
$17.5K - $20.3K
|
1K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 14.68% |
$17.5K - $20.3K
|
581
$122K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-101- 1.28% |
$17.7K - $20.5K
|
7.77K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-103- 4.36% |
$18.1K - $20.9K
|
2.26K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-105- 2.8% |
$18.4K - $21.3K
|
3.64K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-108- 0.48% |
$18.9K - $22K
|
22.4K
$4.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-110- 1.91% |
$19.3K - $22.4K
|
5.65K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-111- 4.91% |
$19.5K - $22.6K
|
2.15K
$451K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-112- 2.31% |
$19.7K - $22.8K
|
4.74K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-112- 7.52% |
$19.7K - $22.8K
|
1.38K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-117- 6.96% |
$20.5K - $23.8K
|
1.56K
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-124- 5.5% |
$21.8K - $25.2K
|
2.13K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-125- 3.91% |
$21.9K - $25.4K
|
3.07K
$645K
|