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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.52K- 2.63% |
$1.32M - $1.4M
|
352K
$74.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-10.3K- 7.02% |
$1.43M - $1.52M
|
136K
$28.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-10.7K- 46.36% |
$1.49M - $1.58M
|
12.4K
$2.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.8K- 43.57% |
$1.5M - $1.59M
|
13.9K
$2.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-10.9K- 11.29% |
$1.51M - $1.6M
|
85.4K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-11.1K- 40.12% |
$1.54M - $1.63M
|
16.5K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.3K- 14.21% |
$1.57M - $1.66M
|
68.2K
$14.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.5K- 30.64% |
$1.6M - $1.7M
|
26.1K
$5.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-12.6K- 78.68% |
$1.75M - $1.85M
|
3.41K
$720K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-12.9K- 55.76% |
$1.79M - $1.9M
|
10.2K
$2.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.8K- 65.96% |
$1.91M - $2.03M
|
7.11K
$1.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-15.1K- 54.39% |
$2.09M - $2.22M
|
12.6K
$2.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-16.5K- 80.23% |
$2.3M - $2.43M
|
4.07K
$860K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17K- 14.41% |
$2.36M - $2.51M
|
101K
$21.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-17.3K- 1.64% |
$2.4M - $2.55M
|
1.04M
$219M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 29.83% |
$2.59M - $2.75M
|
43.8K
$9.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-19K- 30.51% |
$2.64M - $2.8M
|
43.3K
$9.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-20K- 31.51% |
$2.78M - $2.95M
|
43.4K
$9.17M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-24.1K- 24.87% |
$3.35M - $3.56M
|
72.9K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-24.4K- 50.41% |
$3.39M - $3.6M
|
24K
$5.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-27.7K- 32.45% |
$3.85M - $4.08M
|
57.7K
$12.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-28.6K- 94.91% |
$3.97M - $4.21M
|
1.53K
$323K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29.3K- 13.35% |
$4.07M - $4.32M
|
190K
$40.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-31.3K- 65.73% |
$4.34M - $4.61M
|
16.3K
$3.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-31.3K- 73.6% |
$4.35M - $4.61M
|
11.2K
$2.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-32.7K- 74.07% |
$4.55M - $4.82M
|
11.5K
$2.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.3K- 8.96% |
$4.76M - $5.05M
|
348K
$73.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36.9K- 41.89% |
$5.13M - $5.44M
|
51.2K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-38.9K- 47.66% |
$5.41M - $5.74M
|
42.8K
$9.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-45.7K- 80.5% |
$6.35M - $6.74M
|
11.1K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-47.8K- 10.88% |
$6.65M - $7.05M
|
392K
$82.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50.1K- 7.73% |
$6.96M - $7.39M
|
598K
$126M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-56.5K- 66.01% |
$7.86M - $8.33M
|
29.1K
$6.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68.8K- 21.44% |
$9.55M - $10.1M
|
252K
$53.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.6K- 10.58% |
$9.81M - $10.4M
|
597K
$126M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-71K- 53.04% |
$9.86M - $10.5M
|
62.8K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-71.9K- 5.8% |
$9.99M - $10.6M
|
1.17M
$247M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-81.6K- 76.04% |
$11.3M - $12M
|
25.7K
$5.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-82.9K- 11.75% |
$11.5M - $12.2M
|
623K
$132M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-84.2K- 15.46% |
$11.7M - $12.4M
|
461K
$97.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-88.1K- 19.1% |
$12.2M - $13M
|
373K
$78.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-91.1K- 78.43% |
$12.7M - $13.4M
|
25K
$5.29M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-104K- 29.04% |
$14.4M - $15.3M
|
253K
$53.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-146K- 94.72% |
$20.3M - $21.5M
|
8.12K
$1.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-234K- 14.33% |
$32.5M - $34.5M
|
1.4M
$296M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-281K- 22.33% |
$39M - $41.4M
|
976K
$206M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-332K- 97.21% |
$46.1M - $48.9M
|
9.53K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-333K- 18.35% |
$46.3M - $49.1M
|
1.48M
$313M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-357K- 12.23% |
$49.6M - $52.7M
|
2.56M
$541M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-422K- 75.74% |
$58.6M - $62.2M
|
135K
$28.6M
|