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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18.3K- 69.44% |
$2.43M - $2.67M
|
8.05K
$1.7M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-18.5K- 76.99% |
$2.46M - $2.7M
|
5.52K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.6K- 4.75% |
$2.47M - $2.72M
|
373K
$78.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-19.7K- 29.97% |
$2.62M - $2.88M
|
45.9K
$9.71M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.8K- 84.66% |
$2.77M - $3.04M
|
3.77K
$795K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.8K- 71.99% |
$2.77M - $3.04M
|
8.1K
$1.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.5K- 88.35% |
$2.99M - $3.29M
|
2.96K
$626K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23K- 5.91% |
$3.06M - $3.36M
|
365K
$77.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-23.4K- 38.26% |
$3.12M - $3.43M
|
37.8K
$7.98M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-23.6K- 34.99% |
$3.14M - $3.45M
|
43.8K
$9.25M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-23.7K- 29.06% |
$3.16M - $3.47M
|
57.8K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-24.4K- 73.82% |
$3.25M - $3.57M
|
8.65K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-25.5K- 58.48% |
$3.4M - $3.73M
|
18.1K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27.8K- 99.17% |
$3.7M - $4.07M
|
234
$49.4K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-27.9K- 74.42% |
$3.72M - $4.09M
|
9.6K
$2.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-29.3K- 82.78% |
$3.9M - $4.28M
|
6.09K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-30.1K- 90.21% |
$4M - $4.4M
|
3.26K
$689K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.4K- 21.24% |
$4.05M - $4.45M
|
113K
$23.8M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-32K- 90.46% |
$4.26M - $4.68M
|
3.38K
$713K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-32.2K- 44.56% |
$4.28M - $4.7M
|
40K
$8.45M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-33K- 73.41% |
$4.39M - $4.82M
|
11.9K
$2.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-33.6K- 86.31% |
$4.48M - $4.92M
|
5.34K
$1.13M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.7K- 80.39% |
$4.49M - $4.93M
|
8.22K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-36.5K- 30.86% |
$4.86M - $5.34M
|
81.8K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-36.6K- 44.4% |
$4.88M - $5.36M
|
45.9K
$9.69M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-38K- 16.52% |
$5.07M - $5.56M
|
192K
$40.6M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-38.5K- 85.18% |
$5.13M - $5.63M
|
6.7K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-39.4K- 82.07% |
$5.24M - $5.76M
|
8.6K
$1.82M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-40.1K- 67.36% |
$5.34M - $5.87M
|
19.4K
$4.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-40.3K- 57.38% |
$5.36M - $5.89M
|
29.9K
$6.32M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-42.1K- 65.44% |
$5.6M - $6.15M
|
22.2K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-42.1K- 5.79% |
$5.6M - $6.16M
|
684K
$145M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-42.2K- 98.54% |
$5.61M - $6.17M
|
625
$132K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-44.1K- 66.88% |
$5.87M - $6.45M
|
21.8K
$4.61M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45.5K- 31.0% |
$6.05M - $6.65M
|
101K
$21.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-46.8K- 92.59% |
$6.24M - $6.85M
|
3.75K
$791K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-49.8K- 86.34% |
$6.63M - $7.29M
|
7.88K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-53K- 94.74% |
$7.06M - $7.76M
|
2.95K
$622K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-53.3K- 76.22% |
$7.1M - $7.8M
|
16.6K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-55.3K- 9.15% |
$7.36M - $8.08M
|
549K
$116M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-56.8K- 10.51% |
$7.56M - $8.31M
|
483K
$102M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-57.9K- 57.54% |
$7.71M - $8.47M
|
42.7K
$9.02M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-59.5K- 33.94% |
$7.92M - $8.7M
|
116K
$24.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-59.5K- 61.3% |
$7.93M - $8.7M
|
37.6K
$7.94M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-63.6K- 90.02% |
$8.47M - $9.3M
|
7.05K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-77.7K- 32.48% |
$10.4M - $11.4M
|
162K
$34.1M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-81.2K- 98.88% |
$10.8M - $11.9M
|
920
$194K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-82.9K- 67.72% |
$11M - $12.1M
|
39.5K
$8.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-84.2K- 36.7% |
$11.2M - $12.3M
|
145K
$30.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88.9K- 73.22% |
$11.8M - $13M
|
32.5K
$6.87M
|