Purchases and Sales Made in Q3 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 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 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
1.05K
+ 60.21%
$145K - $154K
2.79K $589K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
1K
+ 8.24%
$139K - $148K
13.1K $2.78M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
1K
+ 8.24%
$139K - $148K
13.1K $2.78M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
977
+ 6.09%
$136K - $144K
17K $3.6M
Oct 27, 2023 Q3 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
967
+ 12.8%
$134K - $143K
8.52K $1.8M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
959
+ 32.48%
$133K - $141K
3.91K $826K
Nov 14, 2023 Q3 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
900
+ 30.82%
$125K - $133K
3.82K $807K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
868
+ 45.97%
$121K - $128K
2.76K $582K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
799
+ 6.66%
$111K - $118K
12.8K $2.7M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
785
New
$109K - $116K
785 $166K
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
771
+ 3.2%
$107K - $114K
24.9K $5.25M
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
756
New
$105K - $111K
756 $160K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
739
New
$103K - $109K
739 $156K
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
730
+ 6.5%
$101K - $108K
12K $2.53M
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
703
New
$97.7K - $104K
703 $149K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
675
+ 8.92%
$93.8K - $99.5K
8.24K $1.74M
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
656
New
$91.1K - $96.7K
656 $139K
Nov 14, 2023 Q3 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
630
+ 1.21%
$87.5K - $92.9K
52.7K $11.1M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
579
New
$80.4K - $85.3K
579 $122K
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
538
+ 6.27%
$74.7K - $79.3K
9.12K $1.93M
Nov 09, 2023 Q3 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
528
+ 4.56%
$73.4K - $77.8K
12.1K $2.56M
Oct 23, 2023 Q3 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
501
+ 9.23%
$69.6K - $73.8K
5.93K $1.25M
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
497
+ 2.37%
$69.1K - $73.3K
21.5K $4.54M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
462
+ 12.11%
$64.2K - $68.1K
4.28K $904K
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
449
+ 4.17%
$62.4K - $66.2K
11.2K $2.37M
Oct 12, 2023 Q3 2023
Clean Yield Group

BUY
 -
400
New
$55.6K - $59K
400 $84.5K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
387
New
$53.8K - $57K
387 $81.8K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
356
+ 14.0%
$49.5K - $52.5K
2.9K $612K
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
350
+ 17.61%
$48.6K - $51.6K
2.34K $494K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
320
+ 2.96%
$44.5K - $47.2K
11.1K $2.35M
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
291
New
$40.4K - $42.9K
291 $61.5K
Nov 14, 2023 Q3 2023
Natixis

Paris, I0
BUY
 -
290
+ 9.85%
$40.3K - $42.7K
3.23K $683K
Oct 10, 2023 Q3 2023
Trinity Wealth Management, LLC

BUY
 -
277
+ 0.31%
$38.5K - $40.8K
88.4K $18.7M
Nov 13, 2023 Q3 2023
Mendel Money Management

Northbrook, IL
BUY
 -
269
+ 14.53%
$37.4K - $39.7K
2.12K $448K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
263
+ 7.76%
$36.5K - $38.8K
3.65K $772K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
262
+ 83.44%
$36.4K - $38.6K
576 $122K
Nov 13, 2023 Q3 2023
Tacita Capital Inc

Toronto, A6
BUY
 -
260
+ 0.51%
$36.1K - $38.3K
51.3K $10.8M
Nov 13, 2023 Q3 2023
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
260
+ 9.66%
$36.1K - $38.3K
2.95K $624K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
248
+ 2.41%
$34.5K - $36.6K
10.5K $2.23M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
243
+ 13.69%
$33.8K - $35.8K
2.02K $426K
Jan 26, 2024 Q3 2023
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
233
+ 5.66%
$32.4K - $34.3K
4.35K $919K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
223
+ 10.95%
$31K - $32.9K
2.26K $477K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
218
+ 6.81%
$30.3K - $32.1K
3.42K $723K
Oct 30, 2023 Q3 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
210
+ 7.61%
$29.2K - $31K
2.97K $627K
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
201
+ 40.36%
$27.9K - $29.6K
699 $148K
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
190
+ 11.93%
$26.4K - $28K
1.78K $377K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
180
+ 11.44%
$25K - $26.5K
1.75K $371K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
180
+ 88.24%
$25K - $26.5K
384 $81.1K
Oct 04, 2023 Q3 2023
Bowman & CO S.C.

BUY
 -
177
+ 10.85%
$24.6K - $26.1K
1.81K $382K

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