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
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.04K
New
$141K - $150K
1.04K $220K
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
953
+ 261.1%
$129K - $138K
1.32K $278K
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
953
+ 261.1%
$129K - $138K
1.32K $278K
Aug 11, 2023 Q2 2023
Tacita Capital Inc

Toronto, A6
BUY
 -
941
+ 1.88%
$128K - $136K
51.1K $10.8M
Aug 07, 2023 Q2 2023
Berkshire Money Management, Inc.

BUY
 -
914
+ 1.82%
$124K - $132K
51.2K $10.8M
Jul 24, 2023 Q2 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
903
New
$122K - $130K
903 $191K
Aug 08, 2023 Q2 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
833
+ 1.59%
$113K - $120K
53.2K $11.2M
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
771
+ 1.77%
$104K - $111K
44.2K $9.34M
Jul 14, 2023 Q2 2023
Capital Planning LLC

BUY
 -
767
+ 2.15%
$104K - $111K
36.4K $7.69M
Jul 07, 2023 Q2 2023
First Citizens Financial Corp

BUY
 -
766
+ 18.87%
$104K - $111K
4.83K $1.02M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
741
+ 7.37%
$100K - $107K
10.8K $2.28M
Aug 01, 2023 Q2 2023
Sanchez Wealth Management Group

BUY
 -
731
+ 1.07%
$99.1K - $106K
69.2K $14.6M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
725
+ 6.44%
$98.2K - $105K
12K $2.53M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
689
+ 80.3%
$93.4K - $99.5K
1.55K $327K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
684
+ 9.63%
$92.7K - $98.8K
7.79K $1.65M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
678
+ 7.26%
$91.9K - $98K
10K $2.12M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
633
+ 9.69%
$85.8K - $91.4K
7.17K $1.51M
Jul 17, 2023 Q2 2023
Bryant Woods Investment Advisors, LLC

BUY
 -
603
+ 1.45%
$81.7K - $87.1K
42.3K $8.93M
Aug 09, 2023 Q2 2023
Ma Private Wealth

BUY
 -
578
+ 1.13%
$78.3K - $83.5K
51.7K $10.9M
Aug 11, 2023 Q2 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
551
+ 5.0%
$74.7K - $79.6K
11.6K $2.44M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
544
+ 172.15%
$73.7K - $78.6K
860 $182K
May 01, 2024 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
522
+ 52.1%
$70.7K - $75.4K
1.52K $322K
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
484
+ 12.16%
$65.6K - $69.9K
4.47K $943K
Jul 20, 2023 Q2 2023
Jmac Enterprises LLC

BUY
 -
477
+ 0.89%
$64.6K - $68.9K
54.1K $11.4M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
363
+ 10.93%
$49.2K - $52.4K
3.68K $778K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
356
New
$48.2K - $51.4K
356 $75.2K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
319
New
$43.2K - $46.1K
319 $67.4K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
285
New
$38.6K - $41.2K
285 $60.2K
Aug 04, 2023 Q2 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
271
+ 3.72%
$36.7K - $39.2K
7.55K $1.6M
Aug 03, 2023 Q2 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
270
+ 0.49%
$36.6K - $39K
55.6K $11.7M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
263
New
$35.6K - $38K
263 $55.6K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
233
New
$31.6K - $33.7K
233 $49.2K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
214
+ 8.71%
$29K - $30.9K
2.67K $564K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
214
+ 8.71%
$29K - $30.9K
2.67K $564K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
211
+ 0.55%
$28.6K - $30.5K
38.8K $8.2M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
200
+ 1428.57%
$27.1K - $28.9K
214 $45.2K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
198
New
$26.8K - $28.6K
198 $41.8K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
195
New
$26.4K - $28.2K
195 $41.2K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
185
New
$25.1K - $26.7K
185 $39.1K
Jul 26, 2023 Q2 2023
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
179
+ 4.41%
$24.3K - $25.9K
4.24K $896K
Oct 13, 2023 Q2 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
171
New
$23.2K - $24.7K
171 $36.1K
Aug 07, 2023 Q2 2023
Peddock Capital Advisors, LLC

BUY
 -
171
+ 2.95%
$23.2K - $24.7K
5.96K $1.26M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
171
+ 8.13%
$23.2K - $24.7K
2.27K $480K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
169
+ 89.89%
$22.9K - $24.4K
357 $75.4K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
159
+ 1.57%
$21.5K - $23K
10.3K $2.18M
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
158
+ 150.48%
$21.4K - $22.8K
263 $55.6K
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
153
+ 3.54%
$20.7K - $22.1K
4.47K $945K
Jul 14, 2023 Q2 2023
Navalign, LLC

BUY
 -
141
+ 0.5%
$19.1K - $20.4K
28.6K $6.05M
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
140
New
$19K - $20.2K
140 $29.6K

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