Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.8M+ 16086.16% |
$1.43B - $1.57B
|
10.8M
$2.29B
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
593KNew |
$79M - $86.7M
|
593K
$125M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
521KNew |
$69.4M - $76.2M
|
521K
$110M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
417K+ 7.79% |
$55.5M - $61M
|
5.77M
$1.22B
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
343KNew |
$45.7M - $50.1M
|
343K
$72.4M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
244K+ 18198.88% |
$32.5M - $35.7M
|
246K
$51.9M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
170K+ 9.73% |
$22.6M - $24.8M
|
1.91M
$404M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
126K+ 4.65% |
$16.7M - $18.4M
|
2.83M
$598M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
102K+ 5.75% |
$13.6M - $14.9M
|
1.88M
$397M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 4900.39% |
$13.4M - $14.8M
|
103K
$21.7M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
100K+ 3851.73% |
$13.3M - $14.6M
|
103K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
77.9KNew |
$10.4M - $11.4M
|
77.9K
$16.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
76.9KNew |
$10.2M - $11.2M
|
76.9K
$16.2M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
65.6K+ 10.32% |
$8.74M - $9.6M
|
702K
$148M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59.5K+ 158.33% |
$7.92M - $8.7M
|
97K
$20.5M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.3KNew |
$7.23M - $7.94M
|
54.3K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
48.3KNew |
$6.43M - $7.06M
|
48.3K
$10.2M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42.4K+ 4240200.0% |
$5.65M - $6.2M
|
42.4K
$8.96M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.7K+ 165.42% |
$5.55M - $6.1M
|
66.9K
$14.1M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.7K+ 165.42% |
$5.55M - $6.1M
|
66.9K
$14.1M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
41.5K+ 5.21% |
$5.52M - $6.06M
|
837K
$177M
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
40.6KNew |
$5.41M - $5.94M
|
40.6K
$8.58M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
39.9KNew |
$5.32M - $5.84M
|
39.9K
$8.44M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
39.4KNew |
$5.25M - $5.77M
|
39.4K
$8.33M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
35.5K+ 6.73% |
$4.73M - $5.2M
|
563K
$119M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.2K+ 29.93% |
$4.69M - $5.16M
|
153K
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 681.11% |
$4.58M - $5.03M
|
39.5K
$8.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
34KNew |
$4.53M - $4.97M
|
34K
$7.18M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
32.5K+ 10.37% |
$4.33M - $4.76M
|
346K
$73.2M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
31.9KNew |
$4.25M - $4.67M
|
31.9K
$6.74M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
30.3K+ 2.22% |
$4.04M - $4.43M
|
1.4M
$295M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
29.8KNew |
$3.97M - $4.36M
|
29.8K
$6.3M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
28.3KNew |
$3.77M - $4.14M
|
28.3K
$5.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
26.2K+ 95.63% |
$3.49M - $3.83M
|
53.6K
$11.3M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
25.1K+ 16.3% |
$3.34M - $3.67M
|
179K
$37.8M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
23.5KNew |
$3.13M - $3.44M
|
23.5K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
23.2KNew |
$3.09M - $3.39M
|
23.2K
$4.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21.5K+ 81.4% |
$2.86M - $3.14M
|
47.9K
$10.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.2K+ 1.0% |
$2.82M - $3.1M
|
2.15M
$453M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21KNew |
$2.8M - $3.08M
|
21K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.1KNew |
$2.68M - $2.94M
|
20.1K
$4.25M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
17.4K+ 16.19% |
$2.31M - $2.54M
|
125K
$26.3M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
17K+ 11.87% |
$2.27M - $2.49M
|
160K
$33.9M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.8K+ 747.5% |
$1.97M - $2.17M
|
16.8K
$3.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
14.4K+ 104.25% |
$1.92M - $2.11M
|
28.3K
$5.97M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
13.8KNew |
$1.84M - $2.02M
|
13.8K
$2.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.8K+ 19.29% |
$1.83M - $2.01M
|
85.1K
$18M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
12.6K+ 79037.5% |
$1.68M - $1.85M
|
12.7K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.3K+ 1.82% |
$1.5M - $1.65M
|
632K
$133M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
11K+ 543.25% |
$1.46M - $1.61M
|
13K
$2.75M
|