Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
913K+ 41.34% |
$127M - $135M
|
3.12M
$659M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
629K+ 176.22% |
$87.3M - $92.7M
|
985K
$208M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
318K+ 5.1% |
$44.2M - $46.8M
|
6.55M
$1.38B
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
277K+ 4.17% |
$38.5M - $40.8M
|
6.91M
$1.46B
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
186K+ 743.2% |
$25.9M - $27.5M
|
211K
$44.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
173KNew |
$24.1M - $25.5M
|
173K
$36.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
162K+ 44.04% |
$22.5M - $23.8M
|
529K
$112M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
137K+ 9.49% |
$19.1M - $20.2M
|
1.58M
$335M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
136K+ 36.26% |
$18.8M - $20M
|
510K
$108M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
110K+ 652.07% |
$15.3M - $16.2M
|
127K
$26.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
101K+ 4.82% |
$14M - $14.9M
|
2.2M
$464M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
101K+ 11.1% |
$14M - $14.9M
|
1.01M
$213M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
83.2K+ 1697.96% |
$11.6M - $12.3M
|
88.1K
$18.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.9K+ 30.14% |
$11.5M - $12.2M
|
358K
$75.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
74.6K+ 958.22% |
$10.4M - $11M
|
82.4K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.1K+ 306.16% |
$10.3M - $10.9M
|
98.3K
$20.8M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
53.7KNew |
$7.46M - $7.91M
|
53.7K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
50.2KNew |
$6.97M - $7.4M
|
50.2K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.1K+ 244.18% |
$6.96M - $7.38M
|
70.6K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
48.3K+ 660.58% |
$6.72M - $7.13M
|
55.7K
$11.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
39.5KNew |
$5.49M - $5.83M
|
39.5K
$8.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31.2K+ 4.13% |
$4.33M - $4.6M
|
786K
$166M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
29.9KNew |
$4.15M - $4.4M
|
29.9K
$6.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.8KNew |
$4M - $4.25M
|
28.8K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26.6K+ 18.21% |
$3.69M - $3.92M
|
173K
$36.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23.6K+ 119.05% |
$3.27M - $3.47M
|
43.3K
$9.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
23.1KNew |
$3.2M - $3.4M
|
23.1K
$4.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
22.8KNew |
$3.17M - $3.37M
|
22.8K
$4.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.2K+ 22.52% |
$3.08M - $3.27M
|
120K
$25.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
20.6KNew |
$2.87M - $3.04M
|
20.6K
$4.36M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16.9KNew |
$2.34M - $2.49M
|
16.9K
$3.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
15.6K+ 150.69% |
$2.16M - $2.3M
|
25.9K
$5.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
15.4KNew |
$2.14M - $2.27M
|
15.4K
$3.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7K+ 35.65% |
$1.9M - $2.01M
|
52K
$11M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.6K+ 2.13% |
$1.89M - $2.01M
|
653K
$138M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
BUY
|
- |
13.4K+ 25.94% |
$1.86M - $1.98M
|
65.1K
$13.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
11.8KNew |
$1.65M - $1.75M
|
11.8K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.5KNew |
$1.6M - $1.7M
|
11.5K
$2.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.3K+ 1.09% |
$1.57M - $1.67M
|
1.05M
$221M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.47K+ 3.54% |
$1.18M - $1.25M
|
248K
$52.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8.42K+ 8.4% |
$1.17M - $1.24M
|
109K
$23M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.09K+ 8.46% |
$1.12M - $1.19M
|
104K
$21.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.79K+ 92.67% |
$1.08M - $1.15M
|
16.2K
$3.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
7.74KNew |
$1.08M - $1.14M
|
7.74K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.56KNew |
$1.05M - $1.11M
|
7.56K
$1.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
7.39K+ 2.67% |
$1.03M - $1.09M
|
284K
$60.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.33KNew |
$1.02M - $1.08M
|
7.33K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.31K+ 88.2% |
$1.02M - $1.08M
|
15.6K
$3.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
7.2K+ 405.92% |
$1M - $1.06M
|
8.97K
$1.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.02K+ 471.39% |
$975K - $1.03M
|
8.51K
$1.8M
|