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 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-403- 6.0% |
$70.7K - $81.9K
|
6.32K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-405- 6.44% |
$71.1K - $82.3K
|
5.89K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-423- 10.87% |
$74.2K - $86K
|
3.47K
$724K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-424- 1.89% |
$74.4K - $86.2K
|
22K
$4.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-427- 10.5% |
$74.9K - $86.8K
|
3.64K
$760K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-431- 29.6% |
$75.6K - $87.6K
|
1.03K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-443- 25.56% |
$77.7K - $90.1K
|
1.29K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-451- 6.12% |
$79.1K - $91.7K
|
6.91K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-477- 4.81% |
$83.7K - $97K
|
9.45K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-483- 5.99% |
$84.7K - $98.2K
|
7.59K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-493- 23.74% |
$86.5K - $100K
|
1.58K
$331K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-501- 0.28% |
$87.9K - $102K
|
176K
$36.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-501- 4.52% |
$87.9K - $102K
|
10.6K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-508- 6.82% |
$89.1K - $103K
|
6.94K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-518- 28.17% |
$90.9K - $105K
|
1.32K
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-553- 1.82% |
$97K - $112K
|
29.9K
$6.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-577- 5.12% |
$101K - $117K
|
10.7K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-587- 17.91% |
$103K - $119K
|
2.69K
$562K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-591- 1.4% |
$104K - $120K
|
41.5K
$8.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-601- 4.88% |
$105K - $122K
|
11.7K
$2.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-628- 1.9% |
$110K - $128K
|
32.4K
$6.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-658- 1.81% |
$115K - $134K
|
35.7K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-681- 29.12% |
$119K - $138K
|
1.66K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-701- 0.82% |
$123K - $143K
|
85.2K
$17.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-708- 5.53% |
$124K - $144K
|
12.1K
$2.53M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-717- 8.76% |
$126K - $146K
|
7.47K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-755- 23.96% |
$132K - $153K
|
2.4K
$500K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-757- 5.35% |
$133K - $154K
|
13.4K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-760- 0.05% |
$133K - $155K
|
1.43M
$299M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-791- 9.58% |
$139K - $161K
|
7.47K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-794- 6.09% |
$139K - $161K
|
12.2K
$2.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-804- 37.27% |
$141K - $163K
|
1.35K
$283K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-818- 9.01% |
$144K - $166K
|
8.27K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-825- 3.37% |
$145K - $168K
|
23.7K
$4.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-828- 42.05% |
$145K - $168K
|
1.14K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-938- 25.15% |
$165K - $191K
|
2.79K
$583K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-946- 2.14% |
$166K - $192K
|
43.3K
$9.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-954- 7.39% |
$167K - $194K
|
12K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-988- 3.25% |
$173K - $201K
|
29.4K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-993- 12.86% |
$174K - $202K
|
6.73K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.14K- 49.37% |
$201K - $232K
|
1.17K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.16K- 16.01% |
$203K - $235K
|
6.07K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 4.4% |
$207K - $239K
|
25.6K
$5.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.19K- 12.63% |
$208K - $241K
|
8.21K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.2K- 1.52% |
$211K - $245K
|
78K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.22K- 1.43% |
$215K - $249K
|
84.2K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.23K- 0.99% |
$215K - $249K
|
122K
$25.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.33K- 28.39% |
$233K - $270K
|
3.35K
$700K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.38K- 40.75% |
$241K - $280K
|
2K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.41K- 7.57% |
$248K - $287K
|
17.2K
$3.6M
|