Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.24M
+ 37248.68%
$168M - $179M
1.24M $262M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
457K
+ 7.93%
$62M - $66.1M
6.23M $1.32B
Jul 28, 2023 Q2 2023
Gfg Capital, LLC

BUY
 -
346K
+ 3387.64%
$46.9M - $50.1M
357K $75.4M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
189K
+ 17.69%
$25.6M - $27.3M
1.26M $265M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
182K
+ 9.49%
$24.6M - $26.2M
2.1M $443M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
89.2K
+ 3.15%
$12.1M - $12.9M
2.92M $617M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
72.4K
+ 26.17%
$9.82M - $10.5M
349K $73.8M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
70.3K
+ 8.39%
$9.52M - $10.2M
908K $192M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
61.4K
+ 2.86%
$8.32M - $8.87M
2.21M $466M
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
53.1K
+ 7.56%
$7.19M - $7.67M
755K $159M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
40.4K
+ 60.41%
$5.48M - $5.84M
107K $22.7M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
40.4K
+ 60.41%
$5.48M - $5.84M
107K $22.7M
Jul 06, 2023 Q2 2023
Stonehearth Capital Management, LLC

BUY
 -
36.3K
+ 36.81%
$4.92M - $5.24M
135K $28.5M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
33K
+ 29.25%
$4.47M - $4.77M
146K $30.8M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
26.5K
+ 275.67%
$3.59M - $3.82M
36.1K $7.62M
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
23.4K
+ 30.49%
$3.17M - $3.39M
100K $21.2M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
22.1K
+ 142.53%
$2.99M - $3.19M
37.6K $7.94M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
21.5K
+ 16.19%
$2.91M - $3.1M
154K $32.5M
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
21.2K
+ 9078.21%
$2.88M - $3.07M
21.5K $4.54M
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
21K
+ 6.06%
$2.84M - $3.03M
367K $77.6M
Jul 25, 2023 Q2 2023
Straight Path Wealth Management

BUY
 -
20.6K
+ 63.38%
$2.79M - $2.98M
53.1K $11.2M
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
20.6K
New
$2.79M - $2.97M
20.6K $4.35M
Jul 26, 2023 Q2 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
16.1K
New
$2.19M - $2.33M
16.1K $3.41M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
16.1K
+ 4.6%
$2.18M - $2.32M
366K $77.2M
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
16K
New
$2.17M - $2.31M
16K $3.38M
Aug 14, 2023 Q2 2023
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
15.8K
New
$2.14M - $2.28M
15.8K $3.34M
Nov 14, 2024 Q2 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
13.9K
+ 7.77%
$1.88M - $2.01M
193K $40.7M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
13.2K
+ 12.83%
$1.79M - $1.91M
116K $24.5M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
12.7K
New
$1.72M - $1.83M
12.7K $2.68M
Aug 14, 2023 Q2 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
10.2K
+ 152.24%
$1.38M - $1.47M
16.9K $3.57M
Aug 14, 2023 Q2 2023
Squarepoint Ops LLC

New York, NY
BUY
 -
10K
+ 178.71%
$1.35M - $1.44M
15.6K $3.29M
Jul 24, 2023 Q2 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
9.21K
+ 456.49%
$1.25M - $1.33M
11.2K $2.37M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
8.79K
+ 13.06%
$1.19M - $1.27M
76.1K $16.1M
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
8.37K
+ 162.09%
$1.13M - $1.21M
13.5K $2.86M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
7.78K
+ 1.23%
$1.05M - $1.12M
639K $135M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
7.49K
+ 9.61%
$1.01M - $1.08M
85.4K $18M
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
7.48K
+ 2561.64%
$1.01M - $1.08M
7.77K $1.64M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
7.4K
+ 251.82%
$1M - $1.07M
10.3K $2.18M
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
6.53K
+ 11.7%
$885K - $944K
62.4K $13.2M
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
6.46K
+ 7.91%
$875K - $933K
88.1K $18.6M
Aug 14, 2023 Q2 2023
Y Intercept (Hong Kong) LTD

BUY
 -
6.33K
New
$858K - $914K
6.33K $1.34M
Aug 11, 2023 Q2 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
6.21K
New
$841K - $896K
6.21K $1.31M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
6.16K
+ 21.79%
$835K - $890K
34.4K $7.27M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
5.41K
+ 11.88%
$733K - $782K
51K $10.8M
Jul 11, 2023 Q2 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
5.35K
+ 3.31%
$724K - $772K
167K $35.2M
Aug 10, 2023 Q2 2023
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
4.66K
+ 4.86%
$632K - $674K
101K $21.2M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
4.51K
+ 46.73%
$611K - $652K
14.2K $2.99M
Aug 14, 2023 Q2 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
4.22K
+ 10.56%
$572K - $610K
44.2K $9.33M
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
4.18K
+ 32.4%
$566K - $604K
17.1K $3.61M

Track Institutional and Insider Activities on MTUM

Follow ISHARES MSCI USA MOMENTUM FACT and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MTUM shares.

Notify only if

Insider Trading

Get notified when an Ishares Msci Usa Momentum Fact insider buys or sells MTUM shares.

Notify only if

News

Receive news related to ISHARES MSCI USA MOMENTUM FACT

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on MTUM