Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
2.9K
New
$386K - $424K
2.9K $612K
Apr 04, 2023 Q1 2023
Stonehearth Capital Management, LLC

BUY
 -
2.88K
+ 3.01%
$384K - $422K
98.6K $20.8M
May 04, 2023 Q1 2023
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
2.88K
+ 144.15%
$384K - $422K
4.88K $1.03M
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
2.85K
New
$379K - $416K
2.85K $601K
Apr 12, 2023 Q1 2023
Trinity Wealth Management, LLC

BUY
 -
2.84K
+ 3.61%
$378K - $416K
81.6K $17.2M
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.66K
+ 278.93%
$354K - $389K
3.62K $764K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.65K
+ 33.55%
$353K - $388K
10.6K $2.23M
May 15, 2023 Q1 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
2.65K
+ 44.15%
$353K - $388K
8.66K $1.83M
Apr 27, 2023 Q1 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
2.64K
+ 11.07%
$351K - $386K
26.5K $5.59M
Apr 20, 2023 Q1 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
2.57K
+ 1.62%
$342K - $376K
161K $34.1M
Apr 28, 2023 Q1 2023
Win Advisors, Inc

BUY
 -
2.54K
New
$339K - $372K
2.54K $537K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.49K
+ 43.89%
$332K - $365K
8.17K $1.73M
May 10, 2024 Q1 2023
V2 Financial Group LLC

Naperville, IL
BUY
 -
2.49K
+ 68.86%
$331K - $364K
6.1K $1.29M
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
2.37K
New
$315K - $346K
2.37K $500K
Apr 24, 2023 Q1 2023
Deane Retirement Strategies, Inc.

BUY
 -
2.31K
+ 6.22%
$308K - $338K
39.4K $8.33M
Apr 26, 2023 Q1 2023
Straight Path Wealth Management

BUY
 -
2.29K
+ 7.56%
$304K - $334K
32.5K $6.87M
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
2.27K
New
$303K - $332K
2.27K $480K
May 02, 2023 Q1 2023
Security Financial Services, Inc.

BUY
 -
2.27K
+ 6.03%
$302K - $331K
39.8K $8.42M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.13K
+ 17.69%
$284K - $312K
14.2K $2.99M
Apr 12, 2023 Q1 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
2.06K
+ 39.48%
$274K - $301K
7.28K $1.54M
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
2.02K
New
$269K - $295K
2.02K $427K
May 05, 2023 Q1 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
2.01K
+ 1.52%
$267K - $294K
134K $28.4M
May 15, 2023 Q1 2023
Detalus Advisors, LLC

BUY
 -
1.9K
+ 9.23%
$253K - $277K
22.4K $4.74M
Apr 21, 2023 Q1 2023
Acas, LLC

BUY
 -
1.78K
New
$237K - $260K
1.78K $376K
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.76K
New
$234K - $257K
1.76K $372K
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
1.75K
New
$233K - $256K
1.75K $369K
Apr 04, 2024 Q1 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
1.67K
New
$222K - $244K
1.67K $352K
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
1.63K
New
$217K - $238K
1.63K $344K
Apr 20, 2023 Q1 2023
Cabot Wealth Management Inc

BUY
 -
1.61K
New
$215K - $236K
1.61K $341K
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

BUY
 -
1.52K
New
$202K - $222K
1.52K $321K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.52K
New
$202K - $222K
1.52K $320K
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
1.38K
+ 4.76%
$184K - $202K
30.4K $6.43M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.38K
+ 86.46%
$184K - $202K
2.97K $628K
May 15, 2023 Q1 2023
Seven One Seven Capital Management

Lancaster, PA
BUY
 -
1.14K
+ 4.45%
$152K - $167K
26.8K $5.67M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.13K
+ 13.18%
$151K - $166K
9.72K $2.05M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.13K
+ 56.55%
$150K - $165K
3.12K $659K
May 01, 2023 Q1 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.09K
+ 3.51%
$145K - $159K
32K $6.76M
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
1.02K
+ 69.1%
$136K - $149K
2.5K $528K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
985
+ 263.37%
$131K - $144K
1.36K $287K
Apr 12, 2023 Q1 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
974
+ 17.75%
$130K - $142K
6.46K $1.36M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
960
New
$128K - $140K
960 $203K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
955
+ 3.84%
$127K - $140K
25.8K $5.46M
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
954
+ 447.89%
$127K - $140K
1.17K $247K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
915
+ 19.06%
$122K - $134K
5.72K $1.21M
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
910
+ 29.79%
$121K - $133K
3.97K $838K
Apr 14, 2023 Q1 2023
Mcia Inc

BUY
 -
897
+ 11.22%
$119K - $131K
8.89K $1.88M
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
830
+ 96.74%
$111K - $121K
1.69K $357K
Apr 06, 2023 Q1 2023
Teamwork Financial Advisors, LLC

BUY
 -
788
+ 19.74%
$105K - $115K
4.78K $1.01M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
785
+ 29.16%
$105K - $115K
3.48K $735K

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