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
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-360- 0.66% |
$48.8K - $52K
|
54K
$11.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-379- 5.02% |
$51.4K - $54.8K
|
7.17K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-393- 19.64% |
$53.3K - $56.8K
|
1.61K
$340K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-396- 13.1% |
$53.7K - $57.2K
|
2.63K
$555K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-407- 4.03% |
$55.1K - $58.8K
|
9.68K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-409- 16.89% |
$55.4K - $59.1K
|
2.01K
$425K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-412- 4.93% |
$55.8K - $59.5K
|
7.95K
$1.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-414- 16.55% |
$56.1K - $59.8K
|
2.09K
$441K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-422- 2.3% |
$57.2K - $61K
|
18K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-439- 20.13% |
$59.5K - $63.4K
|
1.74K
$368K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-440- 1.79% |
$59.6K - $63.6K
|
24.1K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-449- 1.59% |
$60.8K - $64.9K
|
27.8K
$5.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-473- 11.01% |
$64.1K - $68.3K
|
3.82K
$808K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-500- 11.39% |
$67.8K - $72.2K
|
3.89K
$822K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-518- 1.2% |
$70.2K - $74.8K
|
42.5K
$8.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-518- 1.93% |
$70.2K - $74.8K
|
26.3K
$5.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-525- 15.38% |
$71.1K - $75.8K
|
2.89K
$610K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-530- 53.11% |
$71.8K - $76.6K
|
468
$98.9K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-533- 6.58% |
$72.2K - $77K
|
7.56K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-547- 11.11% |
$74.1K - $79K
|
4.38K
$925K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-555- 7.92% |
$75.2K - $80.2K
|
6.46K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-580- 22.85% |
$78.6K - $83.8K
|
1.96K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-646- 12.71% |
$87.5K - $93.3K
|
4.44K
$937K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-661- 0.42% |
$89.6K - $95.5K
|
156K
$33M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-692- 6.55% |
$93.8K - $100K
|
9.87K
$2.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-712- 2.38% |
$96.5K - $103K
|
29.2K
$6.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-724- 27.2% |
$98.1K - $105K
|
1.94K
$409K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-733- 31.07% |
$99.3K - $106K
|
1.63K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-737- 79.5% |
$99.9K - $106K
|
190
$40.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-738- 63.51% |
$100K - $107K
|
424
$89.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-758- 32.5% |
$103K - $110K
|
1.57K
$333K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-770- 1.46% |
$104K - $111K
|
52K
$11M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-780- 29.09% |
$106K - $113K
|
1.9K
$402K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-795- 6.85% |
$108K - $115K
|
10.8K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-802- 3.35% |
$109K - $116K
|
23.1K
$4.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-828- 12.42% |
$112K - $120K
|
5.84K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-828- 31.28% |
$112K - $120K
|
1.82K
$384K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-840- 30.63% |
$114K - $121K
|
1.9K
$402K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-850- 12.56% |
$115K - $123K
|
5.92K
$1.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-850- 23.33% |
$115K - $123K
|
2.79K
$590K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-857- 45.76% |
$116K - $124K
|
1.02K
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-875- 7.9% |
$119K - $126K
|
10.2K
$2.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-890- 5.62% |
$121K - $129K
|
14.9K
$3.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-921- 30.35% |
$125K - $133K
|
2.11K
$447K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-933- 25.52% |
$126K - $135K
|
2.72K
$575K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-945- 8.06% |
$128K - $137K
|
10.8K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-950- 27.32% |
$129K - $137K
|
2.53K
$534K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-962- 16.35% |
$130K - $139K
|
4.92K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-964- 16.87% |
$131K - $139K
|
4.75K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-994- 4.29% |
$135K - $144K
|
22.2K
$4.69M
|