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
|
Cooper Financial Group
|
SELL
|
- |
-2.51K- 48.05% |
$334K - $367K
|
2.72K
$567K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-2.53K- 14.92% |
$336K - $369K
|
14.4K
$3.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.55K- 31.26% |
$339K - $372K
|
5.6K
$1.17M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.57K- 33.39% |
$342K - $376K
|
5.13K
$1.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.58K- 27.56% |
$343K - $377K
|
6.77K
$1.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.58K- 66.96% |
$344K - $378K
|
1.27K
$266K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.58K- 13.06% |
$344K - $378K
|
17.2K
$3.59M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.61K- 14.96% |
$347K - $381K
|
14.8K
$3.09M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.63K- 17.86% |
$351K - $385K
|
12.1K
$2.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.64K- 56.27% |
$351K - $385K
|
2.05K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.65K- 49.87% |
$353K - $387K
|
2.66K
$556K
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.68K- 21.41% |
$356K - $391K
|
9.82K
$2.05M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.77K- 87.88% |
$369K - $405K
|
382
$79.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.86K- 18.12% |
$381K - $418K
|
12.9K
$2.7M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.95K- 44.9% |
$392K - $431K
|
3.62K
$755K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-2.95K- 29.76% |
$393K - $432K
|
6.97K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-3.03K- 99.9% |
$404K - $443K
|
3
$626
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.21K- 4.65% |
$428K - $470K
|
65.8K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-3.21K- 3.02% |
$428K - $470K
|
103K
$21.5M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.22K- 50.34% |
$429K - $471K
|
3.18K
$664K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.3K- 11.46% |
$440K - $483K
|
25.5K
$5.33M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.34K- 62.79% |
$445K - $489K
|
1.98K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 15.89% |
$445K - $489K
|
17.7K
$3.7M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.51K- 18.48% |
$468K - $514K
|
15.5K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.54K- 2.58% |
$471K - $517K
|
133K
$27.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.64K- 8.56% |
$485K - $533K
|
38.9K
$8.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3.65K- 19.77% |
$486K - $533K
|
14.8K
$3.09M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.81K- 9.79% |
$508K - $558K
|
35.1K
$7.34M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.03K- 3.07% |
$537K - $590K
|
127K
$26.6M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.35K- 28.48% |
$579K - $636K
|
10.9K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.38K- 40.61% |
$583K - $640K
|
6.4K
$1.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.83K- 19.52% |
$643K - $707K
|
19.9K
$4.16M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.85K- 97.96% |
$645K - $709K
|
101
$21.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-4.98K- 27.85% |
$663K - $729K
|
12.9K
$2.69M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.19K- 20.56% |
$690K - $758K
|
20K
$4.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.29K- 95.27% |
$705K - $774K
|
263
$54.9K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.39K- 77.25% |
$718K - $788K
|
1.59K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.39K- 52.27% |
$718K - $789K
|
4.92K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.44K- 6.55% |
$724K - $795K
|
77.5K
$16.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.55K- 76.02% |
$739K - $812K
|
1.75K
$365K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.59K- 6.19% |
$744K - $818K
|
84.7K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.65K- 26.28% |
$752K - $826K
|
15.8K
$3.31M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-5.73K- 12.9% |
$762K - $837K
|
38.6K
$8.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.74K- 52.06% |
$765K - $840K
|
5.29K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.83K- 65.89% |
$777K - $853K
|
3.02K
$630K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-5.88K- 35.18% |
$782K - $859K
|
10.8K
$2.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-5.92K- 15.91% |
$789K - $867K
|
31.3K
$6.54M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.95K- 67.54% |
$792K - $870K
|
2.86K
$597K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.95K- 3.65% |
$792K - $870K
|
157K
$32.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-6.04K- 27.17% |
$804K - $883K
|
16.2K
$3.38M
|