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 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-70- 4.31% |
$9.73K - $10.3K
|
1.56K
$329K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-72- 0.7% |
$10K - $10.6K
|
10.3K
$2.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-73- 47.1% |
$10.1K - $10.8K
|
82
$17.3K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-73- 2.74% |
$10.1K - $10.8K
|
2.59K
$547K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-74- 0.35% |
$10.3K - $10.9K
|
21.1K
$4.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-76- 6.12% |
$10.6K - $11.2K
|
1.17K
$246K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-88- 83.02% |
$12.2K - $13K
|
18
$3.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-89- 12.81% |
$12.4K - $13.1K
|
606
$128K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-91- 3.26% |
$12.6K - $13.4K
|
2.7K
$571K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-97- 5.38% |
$13.5K - $14.3K
|
1.71K
$360K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-99- 3.58% |
$13.8K - $14.6K
|
2.66K
$563K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-99- 1.47% |
$13.8K - $14.6K
|
6.65K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-100- 3.81% |
$13.9K - $14.7K
|
2.53K
$534K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-100- 2.24% |
$13.9K - $14.7K
|
4.37K
$924K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-105- 23.7% |
$14.6K - $15.5K
|
338
$71.4K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-105- 2.07% |
$14.6K - $15.5K
|
4.96K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-105- 1.15% |
$14.6K - $15.5K
|
9.04K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-110- 3.78% |
$15.3K - $16.2K
|
2.8K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-114- 1.42% |
$15.8K - $16.8K
|
7.94K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-115- 2.6% |
$16K - $17K
|
4.31K
$910K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-121- 6.95% |
$16.8K - $17.8K
|
1.62K
$342K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-126- 2.23% |
$17.5K - $18.6K
|
5.52K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-130- 3.15% |
$18.1K - $19.2K
|
4K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-143- 0.4% |
$19.9K - $21.1K
|
35.5K
$7.5M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-144- 41.38% |
$20K - $21.2K
|
204
$43.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-145- 1.31% |
$20.1K - $21.4K
|
11K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-146- 1.79% |
$20.3K - $21.5K
|
8.03K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-146- 6.69% |
$20.3K - $21.5K
|
2.04K
$430K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-148- 2.89% |
$20.6K - $21.8K
|
4.98K
$1.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-162- 3.95% |
$22.5K - $23.9K
|
3.94K
$833K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-162- 9.65% |
$22.5K - $23.9K
|
1.52K
$320K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-163- 8.94% |
$22.6K - $24K
|
1.66K
$351K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-164- 0.73% |
$22.8K - $24.2K
|
22.3K
$4.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-164- 2.39% |
$22.8K - $24.2K
|
6.71K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-169- 91.35% |
$23.5K - $24.9K
|
16
$3.38K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-171Closed |
$23.8K - $25.2K
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-191- 4.5% |
$26.5K - $28.2K
|
4.05K
$856K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-191- 8.51% |
$26.5K - $28.2K
|
2.05K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-201- 3.16% |
$27.9K - $29.6K
|
6.17K
$1.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-203- 10.67% |
$28.2K - $29.9K
|
1.7K
$359K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-203- 10.68% |
$28.2K - $29.9K
|
1.7K
$359K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-212- 8.26% |
$29.5K - $31.2K
|
2.36K
$498K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-216- 7.35% |
$30K - $31.8K
|
2.72K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-217- 4.96% |
$30.1K - $32K
|
4.16K
$879K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-223- 5.83% |
$31K - $32.9K
|
3.6K
$761K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-232- 8.2% |
$32.2K - $34.2K
|
2.6K
$549K
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-236- 9.35% |
$32.8K - $34.8K
|
2.29K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-240- 0.51% |
$33.3K - $35.4K
|
47.2K
$9.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-243- 0.32% |
$33.8K - $35.8K
|
75.9K
$16M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-249- 94.68% |
$34.6K - $36.7K
|
14
$2.96K
|