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
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
110
+ 6.19%
$14.9K - $15.9K
1.89K $399K
Jul 17, 2023 Q2 2023
Bowman & CO S.C.

BUY
 -
101
+ 6.6%
$13.7K - $14.6K
1.63K $345K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
100
+ 21.98%
$13.6K - $14.4K
555 $117K
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
93
+ 4.19%
$12.6K - $13.4K
2.31K $488K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
92
New
$12.5K - $13.3K
92 $19.4K
Jul 24, 2023 Q2 2023
Center For Asset Management LLC

BUY
 -
86
+ 1.29%
$11.7K - $12.4K
6.75K $1.43M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
80
New
$10.8K - $11.6K
80 $16.9K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
79
+ 3.99%
$10.7K - $11.4K
2.06K $435K
Aug 10, 2023 Q2 2023
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
76
+ 2.91%
$10.3K - $11K
2.69K $569K
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
75
+ 6.43%
$10.2K - $10.8K
1.24K $262K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
74
+ 84.09%
$10K - $10.7K
162 $34.2K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
55
+ 8.91%
$7.45K - $7.95K
672 $142K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
52
+ 78.79%
$7.05K - $7.51K
118 $24.9K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
35
New
$4.74K - $5.06K
35 $7.39K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
34
+ 2.78%
$4.61K - $4.91K
1.26K $266K
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
34
+ 2.16%
$4.61K - $4.91K
1.61K $339K
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
33
+ 0.68%
$4.47K - $4.77K
4.9K $1.03M
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
31
+ 155.0%
$4.2K - $4.48K
51 $10.8K
Aug 07, 2023 Q2 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
26
+ 0.09%
$3.52K - $3.76K
27.7K $5.86M
Aug 11, 2023 Q2 2023
Natixis

Paris, I0
BUY
 -
26
+ 0.89%
$3.52K - $3.76K
2.94K $622K
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
26
+ 0.45%
$3.52K - $3.76K
5.81K $1.23M
Jul 31, 2023 Q2 2023
First National Bank & Trust CO Of Newtown

BUY
 -
25
+ 0.5%
$3.39K - $3.61K
5.07K $1.07M
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
21
+ 0.22%
$2.85K - $3.03K
9.61K $2.03M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
20
+ 400.0%
$2.71K - $2.89K
25 $5.28K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
19
+ 4.34%
$2.57K - $2.74K
457 $96.5K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
17
+ 566.67%
$2.3K - $2.46K
20 $4.23K
Aug 10, 2023 Q2 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
13
+ 0.39%
$1.76K - $1.88K
3.38K $715K
Jul 21, 2023 Q2 2023
John W. Brooker & Co., Cp As

BUY
 -
12
+ 0.17%
$1.63K - $1.73K
6.93K $1.46M
Aug 09, 2023 Q2 2023
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
10
+ 0.64%
$1.36K - $1.44K
1.57K $332K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
7
New
$949 - $1.01K
7 $1.48K
Jul 20, 2023 Q2 2023
Flagship Private Wealth, LLC

BUY
 -
7
+ 0.32%
$949 - $1.01K
2.21K $466K
Jul 11, 2023 Q2 2023
Brickley Wealth Management

BUY
 -
7
+ 0.02%
$949 - $1.01K
34.5K $7.3M
Jul 26, 2023 Q2 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
7
+ 0.02%
$949 - $1.01K
32K $6.77M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
6
+ 0.33%
$813 - $867
1.85K $390K
Aug 11, 2023 Q2 2023
Twin Tree Management, LP

Dallas, TX
BUY
 -
6
New
$813 - $867
6 $1.27K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
5
New
$678 - $722
5 $1.06K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
5
+ 0.35%
$678 - $722
1.43K $303K
Jul 18, 2023 Q2 2023
Atlas Brown,Inc.

BUY
 -
5
+ 0.25%
$678 - $722
2K $422K
Jul 27, 2023 Q2 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
5
+ 0.25%
$678 - $722
2.02K $428K
Jul 17, 2023 Q2 2023
Centerpoint Advisors, LLC

BUY
 -
3
+ 27.27%
$407 - $433
14 $2.96K
Jul 05, 2023 Q2 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
3
New
$407 - $433
3 $634
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
3
+ 0.31%
$407 - $433
963 $203K
Jul 20, 2023 Q2 2023
Spectrum Wealth Advisory Group, LLC

BUY
 -
2
+ 0.08%
$271 - $289
2.44K $516K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
2
+ 0.06%
$271 - $289
3.63K $767K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
2
+ 0.29%
$271 - $289
700 $148K
Aug 01, 2023 Q2 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1
+ 0.0%
$136 - $144
134K $28.4M
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1
+ 0.33%
$136 - $144
302 $63.8K
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
1
+ 0.03%
$136 - $144
2.86K $604K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1
New
$136 - $144
1 $211

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