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
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-316- 15.57% |
$42.1K - $46.2K
|
1.71K
$362K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-328- 15.86% |
$43.7K - $48K
|
1.74K
$368K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-330- 11.19% |
$43.9K - $48.3K
|
2.62K
$553K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-361- 11.87% |
$48.1K - $52.8K
|
2.68K
$566K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-361- 11.63% |
$48.1K - $52.8K
|
2.74K
$579K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-362- 17.97% |
$48.2K - $52.9K
|
1.65K
$349K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-363- 12.38% |
$48.3K - $53.1K
|
2.57K
$543K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-369- 37.96% |
$49.1K - $54K
|
603
$127K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-383- 4.48% |
$51K - $56K
|
8.17K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-403- 3.51% |
$53.7K - $58.9K
|
11.1K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-406- 16.18% |
$54.1K - $59.4K
|
2.1K
$444K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-407- 5.56% |
$54.2K - $59.5K
|
6.91K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-415- 16.12% |
$55.3K - $60.7K
|
2.16K
$456K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-426- 18.53% |
$56.7K - $62.3K
|
1.87K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-430- 7.74% |
$57.3K - $62.9K
|
5.12K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-437- 21.61% |
$58.2K - $63.9K
|
1.59K
$335K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-474- 1.03% |
$63.1K - $69.3K
|
45.5K
$9.62M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-475- 4.44% |
$63.3K - $69.5K
|
10.2K
$2.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-486- 17.49% |
$64.7K - $71.1K
|
2.29K
$484K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-490- 4.61% |
$65.3K - $71.7K
|
10.1K
$2.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-500- 9.74% |
$66.6K - $73.1K
|
4.63K
$979K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-533- 11.6% |
$71K - $78K
|
4.06K
$858K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-537- 1.86% |
$71.5K - $78.5K
|
28.3K
$5.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-542- 3.02% |
$72.2K - $79.3K
|
17.4K
$3.68M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-542- 24.67% |
$72.2K - $79.3K
|
1.66K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-543- 4.43% |
$72.3K - $79.4K
|
11.7K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-547- 3.61% |
$72.8K - $80K
|
14.6K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-561- 13.67% |
$74.7K - $82.1K
|
3.54K
$748K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-566- 19.53% |
$75.4K - $82.8K
|
2.33K
$493K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-608- 14.89% |
$81K - $88.9K
|
3.47K
$734K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-622- 5.4% |
$82.8K - $91K
|
10.9K
$2.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-627- 15.52% |
$83.5K - $91.7K
|
3.41K
$721K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-638- 12.02% |
$85K - $93.3K
|
4.67K
$987K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-656- 4.6% |
$87.4K - $96K
|
13.6K
$2.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-658- 5.82% |
$87.6K - $96.2K
|
10.6K
$2.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-661- 8.93% |
$88K - $96.7K
|
6.74K
$1.42M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-674- 21.53% |
$89.8K - $98.6K
|
2.46K
$519K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-674- 21.53% |
$89.8K - $98.6K
|
2.46K
$519K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-706- 87.27% |
$94K - $103K
|
103
$21.8K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-730- 81.66% |
$97.2K - $107K
|
164
$34.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-735- 32.84% |
$97.9K - $108K
|
1.5K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-743- 12.75% |
$98.9K - $109K
|
5.08K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-757- 27.34% |
$101K - $111K
|
2.01K
$425K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-758- 0.5% |
$101K - $111K
|
151K
$31.8M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-770- 97.47% |
$103K - $113K
|
20
$4.23K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-797- 1.21% |
$106K - $117K
|
65.1K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-827- 51.02% |
$110K - $121K
|
794
$168K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-836- 12.63% |
$111K - $122K
|
5.78K
$1.22M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-864- 3.16% |
$115K - $126K
|
26.5K
$5.6M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-877- 27.1% |
$117K - $128K
|
2.36K
$498K
|