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
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.11K- 24.38% |
$286K - $305K
|
6.54K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.22K- 15.42% |
$301K - $321K
|
12.2K
$2.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.29K- 6.04% |
$311K - $331K
|
35.7K
$7.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.34K- 4.76% |
$317K - $338K
|
46.8K
$9.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.39K- 10.05% |
$323K - $345K
|
21.3K
$4.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.64K- 8.39% |
$358K - $382K
|
28.9K
$6.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.67K- 22.58% |
$361K - $385K
|
9.14K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.8K- 66.67% |
$379K - $405K
|
1.4K
$296K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.91K- 44.02% |
$394K - $420K
|
3.69K
$780K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.93K- 7.52% |
$397K - $423K
|
36K
$7.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.99K- 15.69% |
$405K - $432K
|
16.1K
$3.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.02K- 28.38% |
$409K - $436K
|
7.62K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.04K- 5.91% |
$412K - $440K
|
48.5K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.12K- 8.89% |
$423K - $451K
|
32K
$6.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.14K- 58.85% |
$425K - $454K
|
2.2K
$464K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.16K- 34.09% |
$428K - $457K
|
6.11K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.24K- 14.92% |
$438K - $468K
|
18.5K
$3.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.26K- 50.46% |
$442K - $471K
|
3.2K
$677K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.29K- 55.27% |
$446K - $475K
|
2.66K
$563K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.35K- 65.39% |
$454K - $484K
|
1.78K
$375K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.41K- 2.74% |
$462K - $493K
|
121K
$25.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.42K- 56.11% |
$463K - $494K
|
2.67K
$565K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.44K- 5.9% |
$466K - $497K
|
54.9K
$11.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.55K- 27.48% |
$481K - $513K
|
9.37K
$1.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.63K- 33.18% |
$491K - $524K
|
7.3K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.87K- 21.35% |
$524K - $559K
|
14.3K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.89K- 72.04% |
$527K - $562K
|
1.51K
$319K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.98K- 20.46% |
$539K - $575K
|
15.5K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.03K- 0.73% |
$546K - $582K
|
545K
$115M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.12K- 35.75% |
$559K - $596K
|
7.41K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.13K- 18.58% |
$559K - $596K
|
18.1K
$3.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-4.29K- 2.84% |
$581K - $619K
|
146K
$30.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.3K- 5.08% |
$583K - $621K
|
80.4K
$17M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.4K- 10.31% |
$597K - $636K
|
38.3K
$8.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.41K- 34.42% |
$598K - $637K
|
8.4K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.45K- 11.26% |
$603K - $643K
|
35.1K
$7.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-4.51K- 64.67% |
$611K - $651K
|
2.46K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.55K- 2.32% |
$616K - $657K
|
192K
$40.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.56K- 25.72% |
$617K - $658K
|
13.2K
$2.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.7K- 42.57% |
$637K - $680K
|
6.35K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.8K- 63.51% |
$650K - $693K
|
2.76K
$583K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-4.82K- 36.17% |
$653K - $696K
|
8.51K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4.88K- 40.28% |
$661K - $705K
|
7.23K
$1.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.95K- 5.46% |
$671K - $715K
|
85.7K
$18.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.99K- 63.35% |
$677K - $721K
|
2.89K
$610K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.17K- 93.7% |
$701K - $747K
|
348
$73.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.66K- 44.72% |
$767K - $818K
|
7K
$1.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.7K- 27.88% |
$773K - $824K
|
14.8K
$3.12M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.76K- 48.23% |
$781K - $832K
|
6.18K
$1.31M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.89K- 72.07% |
$797K - $850K
|
2.28K
$482K
|