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 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.06K- 74.36% |
$806K - $886K
|
2.09K
$436K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-6.13K- 5.38% |
$816K - $896K
|
108K
$22.5M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6.14K- 94.38% |
$817K - $897K
|
365
$76.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.21K- 96.18% |
$828K - $909K
|
247
$51.6K
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6.49K- 9.19% |
$864K - $949K
|
64.2K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.71K- 55.96% |
$894K - $982K
|
5.28K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.12K- 96.06% |
$948K - $1.04M
|
292
$61K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.21K- 26.52% |
$960K - $1.05M
|
20K
$4.17M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.33KClosed |
$976K - $1.07M
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.36K- 98.69% |
$980K - $1.08M
|
98
$20.5K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.66K- 1.84% |
$1.02M - $1.12M
|
407K
$85.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-7.8K- 44.36% |
$1.04M - $1.14M
|
9.78K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-7.93K- 22.94% |
$1.06M - $1.16M
|
26.6K
$5.56M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.1K- 13.67% |
$1.08M - $1.18M
|
51.2K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-8.11K- 67.93% |
$1.08M - $1.19M
|
3.83K
$799K
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-8.15K- 11.85% |
$1.09M - $1.19M
|
60.6K
$12.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.2K- 42.6% |
$1.09M - $1.2M
|
11K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.27K- 79.13% |
$1.1M - $1.21M
|
2.18K
$455K
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-8.3K- 37.35% |
$1.11M - $1.21M
|
13.9K
$2.91M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.42K- 56.55% |
$1.12M - $1.23M
|
6.47K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.51K- 98.39% |
$1.13M - $1.24M
|
139
$29K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.52K- 2.13% |
$1.13M - $1.25M
|
391K
$81.7M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.19K- 4.48% |
$1.22M - $1.34M
|
196K
$41M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.31K- 82.9% |
$1.24M - $1.36M
|
1.92K
$401K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-9.48K- 33.5% |
$1.26M - $1.39M
|
18.8K
$3.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.61K- 86.73% |
$1.28M - $1.41M
|
1.47K
$307K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-9.87K- 27.03% |
$1.31M - $1.44M
|
26.7K
$5.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.5K- 4.61% |
$1.4M - $1.54M
|
217K
$45.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-10.6K- 83.53% |
$1.41M - $1.55M
|
2.09K
$437K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.7K- 58.48% |
$1.42M - $1.56M
|
7.58K
$1.58M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-10.7K- 84.15% |
$1.43M - $1.57M
|
2.02K
$421K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.3K- 46.85% |
$1.5M - $1.65M
|
12.8K
$2.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.9K- 76.71% |
$1.59M - $1.74M
|
3.62K
$755K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-12.5K- 26.92% |
$1.67M - $1.83M
|
34K
$7.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.9K- 20.01% |
$1.72M - $1.88M
|
51.5K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.4K- 31.75% |
$1.78M - $1.96M
|
28.7K
$6M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.4K- 3.87% |
$1.78M - $1.96M
|
333K
$69.5M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.5K- 87.07% |
$1.79M - $1.97M
|
2K
$418K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.9K- 36.97% |
$1.85M - $2.03M
|
23.7K
$4.95M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-14.1K- 86.57% |
$1.88M - $2.07M
|
2.19K
$458K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-14.4K- 86.53% |
$1.92M - $2.11M
|
2.25K
$469K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 16.34% |
$1.94M - $2.13M
|
74.7K
$15.6M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-14.7K- 50.06% |
$1.95M - $2.14M
|
14.6K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-15.2K- 71.52% |
$2.03M - $2.23M
|
6.06K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-15.3K- 78.46% |
$2.04M - $2.24M
|
4.2K
$877K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.6K- 18.82% |
$2.08M - $2.28M
|
67.3K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-15.8K- 78.73% |
$2.1M - $2.31M
|
4.27K
$891K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-16K- 27.49% |
$2.12M - $2.33M
|
42.1K
$8.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-17.2K- 59.84% |
$2.29M - $2.51M
|
11.5K
$2.41M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17.4K- 33.91% |
$2.31M - $2.54M
|
33.8K
$7.06M
|