Purchases and Sales Made in Q2 2023 in Ishares Msci Usa Momentum Fact (MTUM)
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 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-15.4K- 49.18% |
$2.09M - $2.22M
|
15.9K
$3.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-17.1K- 40.71% |
$2.32M - $2.47M
|
24.9K
$5.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.5K- 15.1% |
$2.37M - $2.53M
|
98.3K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-18.5K- 78.62% |
$2.51M - $2.67M
|
5.03K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20.5K- 1.94% |
$2.77M - $2.96M
|
1.04M
$219M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-22K- 4.54% |
$2.98M - $3.17M
|
461K
$97.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-22.2K- 78.37% |
$3M - $3.2M
|
6.12K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-22.5K- 88.46% |
$3.05M - $3.25M
|
2.94K
$620K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.9K- 70.51% |
$3.11M - $3.31M
|
9.59K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-26.1K- 56.88% |
$3.54M - $3.77M
|
19.8K
$4.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-26.9K- 56.21% |
$3.65M - $3.89M
|
21K
$4.43M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-27K- 84.64% |
$3.66M - $3.9M
|
4.9K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-28.9K- 18.01% |
$3.91M - $4.17M
|
131K
$27.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-29.5K- 98.87% |
$4M - $4.26M
|
337
$71.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-35.1K- 82.74% |
$4.75M - $5.07M
|
7.32K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36.1K- 5.28% |
$4.89M - $5.21M
|
648K
$137M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-38K- 96.23% |
$5.14M - $5.48M
|
1.49K
$315K
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-42K- 64.46% |
$5.69M - $6.06M
|
23.1K
$4.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-44.7K- 54.61% |
$6.05M - $6.45M
|
37.1K
$7.84M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-49.1K- 95.5% |
$6.65M - $7.09M
|
2.31K
$488K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.6K- 34.19% |
$6.73M - $7.17M
|
95.5K
$20.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.8K- 18.79% |
$6.88M - $7.33M
|
219K
$46.3M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-50.9K- 12.49% |
$6.9M - $7.35M
|
357K
$75.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-52.1K- 13.98% |
$7.06M - $7.53M
|
321K
$67.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-55.2K- 40.97% |
$7.47M - $7.97M
|
79.5K
$16.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-55.9K- 36.56% |
$7.58M - $8.08M
|
97.1K
$20.5M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-56.4K- 95.09% |
$7.64M - $8.15M
|
2.91K
$615K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-58.4K- 30.39% |
$7.91M - $8.44M
|
134K
$28.3M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-62K- 3.3% |
$8.4M - $8.96M
|
1.82M
$384M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-64.4K- 66.38% |
$8.73M - $9.31M
|
32.6K
$6.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-65K- 26.88% |
$8.81M - $9.39M
|
177K
$37.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.6K- 15.75% |
$9.16M - $9.76M
|
362K
$76.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-79.9K- 93.98% |
$10.8M - $11.5M
|
5.13K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-85.8K- 64.35% |
$11.6M - $12.4M
|
47.6K
$10M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-90.4K- 24.73% |
$12.2M - $13.1M
|
275K
$58.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-106K- 96.35% |
$14.3M - $15.3M
|
4.01K
$847K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-109K- 13.4% |
$14.8M - $15.8M
|
705K
$149M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-114K- 20.65% |
$15.5M - $16.5M
|
440K
$92.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-138K- 7.81% |
$18.8M - $20M
|
1.63M
$345M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-138K- 2.04% |
$18.8M - $20M
|
6.64M
$1.4B
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-143K- 95.28% |
$19.4M - $20.7M
|
7.09K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-148K- 8.3% |
$20.1M - $21.4M
|
1.64M
$346M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-168K- 88.92% |
$22.7M - $24.2M
|
20.9K
$4.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-168K- 20.1% |
$22.8M - $24.3M
|
668K
$141M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-173K- 42.02% |
$23.5M - $25M
|
239K
$50.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-192K- 88.46% |
$26.1M - $27.8M
|
25.1K
$5.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-221K- 17.33% |
$30M - $31.9M
|
1.05M
$223M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-283K- 77.63% |
$38.4M - $41M
|
81.7K
$17.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-327K- 98.36% |
$44.4M - $47.3M
|
5.47K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-591K- 99.75% |
$80.1M - $85.4M
|
1.51K
$319K
|