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 14, 2023
Q3 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-2- 0.05% |
$278 - $295
|
4.01K
$846K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4- 57.14% |
$556 - $590
|
3
$634
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 0.28% |
$556 - $590
|
1.43K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 25.0% |
$695 - $737
|
15
$3.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$695 - $737
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-6- 7.5% |
$834 - $884
|
74
$15.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-7- 0.05% |
$973 - $1.03K
|
13.3K
$2.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8- 0.53% |
$1.11K - $1.18K
|
1.5K
$316K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 0.3% |
$1.25K - $1.33K
|
3K
$634K
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.21% |
$1.39K - $1.47K
|
4.73K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11- 17.19% |
$1.53K - $1.62K
|
53
$11.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-12- 0.54% |
$1.67K - $1.77K
|
2.2K
$464K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14- 3.58% |
$1.95K - $2.06K
|
377
$79.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 6.2% |
$2.08K - $2.21K
|
227
$48K
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-15- 2.44% |
$2.08K - $2.21K
|
600
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17- 85.0% |
$2.36K - $2.51K
|
3
$634
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-17- 0.7% |
$2.36K - $2.51K
|
2.4K
$508K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 1.16% |
$2.5K - $2.65K
|
1.53K
$323K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-20- 0.52% |
$2.78K - $2.95K
|
3.85K
$814K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-20- 0.88% |
$2.78K - $2.95K
|
2.25K
$476K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-21- 1.44% |
$2.92K - $3.1K
|
1.44K
$304K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-22- 1.22% |
$3.06K - $3.24K
|
1.79K
$377K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-24- 1.31% |
$3.33K - $3.54K
|
1.81K
$383K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-29- 39.19% |
$4.03K - $4.27K
|
45
$9.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 0.61% |
$4.17K - $4.42K
|
4.89K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-31- 88.57% |
$4.31K - $4.57K
|
4
$845
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-31- 1.69% |
$4.31K - $4.57K
|
1.81K
$382K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-33- 0.69% |
$4.59K - $4.86K
|
4.72K
$997K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-34- 0.7% |
$4.72K - $5.01K
|
4.79K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 68.63% |
$4.86K - $5.16K
|
16
$3.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-35- 0.71% |
$4.86K - $5.16K
|
4.86K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-35- 1.94% |
$4.86K - $5.16K
|
1.77K
$374K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-36- 0.68% |
$5K - $5.31K
|
5.24K
$1.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-42- 1.82% |
$5.84K - $6.19K
|
2.27K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-42- 1.46% |
$5.84K - $6.19K
|
2.84K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-43- 1.27% |
$5.97K - $6.34K
|
3.34K
$706K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-44- 7.93% |
$6.11K - $6.49K
|
511
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-44- 4.49% |
$6.11K - $6.49K
|
935
$198K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44- 4.49% |
$6.11K - $6.49K
|
935
$198K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-45- 14.15% |
$6.25K - $6.63K
|
273
$57.7K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-45- 2.39% |
$6.25K - $6.63K
|
1.84K
$388K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-53- 44.92% |
$7.36K - $7.81K
|
65
$13.7K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-54- 0.26% |
$7.5K - $7.96K
|
20.3K
$4.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-57- 20.0% |
$7.92K - $8.4K
|
228
$48.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-59- 4.2% |
$8.2K - $8.7K
|
1.35K
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-61- 1.05% |
$8.48K - $8.99K
|
5.78K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-63- 4.15% |
$8.75K - $9.29K
|
1.46K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-65- 12.1% |
$9.03K - $9.58K
|
472
$99.7K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-66- 1.08% |
$9.17K - $9.73K
|
6.05K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-67- 1.94% |
$9.31K - $9.88K
|
3.39K
$716K
|