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 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-255- 0.74% |
$35.4K - $37.6K
|
34.3K
$7.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-257- 12.6% |
$35.7K - $37.9K
|
1.78K
$377K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-257- 6.66% |
$35.7K - $37.9K
|
3.6K
$761K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-270- 38.19% |
$37.5K - $39.8K
|
437
$92.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-280- 15.1% |
$38.9K - $41.3K
|
1.57K
$333K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-292- 6.58% |
$40.6K - $43K
|
4.15K
$876K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-293- 2.07% |
$40.7K - $43.2K
|
13.9K
$2.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-296- 8.25% |
$41.1K - $43.6K
|
3.29K
$696K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-297- 15.73% |
$41.3K - $43.8K
|
1.59K
$336K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 4.11% |
$41.7K - $44.2K
|
7K
$1.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-350- 1.83% |
$48.6K - $51.6K
|
18.7K
$3.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-357- 14.68% |
$49.6K - $52.6K
|
2.08K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-369- 14.81% |
$51.3K - $54.4K
|
2.12K
$448K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-387- 17.55% |
$53.8K - $57K
|
1.82K
$384K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-392- 16.97% |
$54.5K - $57.8K
|
1.92K
$405K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-401- 4.06% |
$55.7K - $59.1K
|
9.47K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-419- 16.58% |
$58.2K - $61.8K
|
2.11K
$445K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-450- 11.71% |
$62.5K - $66.3K
|
3.39K
$717K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-455- 7.49% |
$63.2K - $67.1K
|
5.62K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-461- 6.37% |
$64.1K - $68K
|
6.77K
$1.43M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-462- 10.8% |
$64.2K - $68.1K
|
3.82K
$806K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-465- 21.42% |
$64.6K - $68.5K
|
1.71K
$360K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-469- 1.79% |
$65.2K - $69.1K
|
25.7K
$5.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-479- 16.76% |
$66.6K - $70.6K
|
2.38K
$503K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-490- 20.99% |
$68.1K - $72.2K
|
1.85K
$390K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-500- 4.72% |
$69.5K - $73.7K
|
10.1K
$2.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-508- 18.66% |
$70.6K - $74.9K
|
2.22K
$468K
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-539- 18.35% |
$74.9K - $79.4K
|
2.4K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-549- 7.59% |
$76.3K - $80.9K
|
6.68K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-574- 3.39% |
$79.8K - $84.6K
|
16.3K
$3.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-600- 29.17% |
$83.4K - $88.4K
|
1.46K
$308K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-603- 7.64% |
$83.8K - $88.9K
|
7.29K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-616- 17.17% |
$85.6K - $90.8K
|
2.97K
$628K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-632- 23.58% |
$87.8K - $93.2K
|
2.05K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-633- 33.67% |
$87.9K - $93.3K
|
1.25K
$263K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-684- 2.14% |
$95K - $101K
|
31.3K
$6.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-700- 19.81% |
$97.3K - $103K
|
2.83K
$598K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-727- 12.89% |
$101K - $107K
|
4.91K
$1.04M
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-730- 14.32% |
$101K - $108K
|
4.37K
$922K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-731- 12.35% |
$102K - $108K
|
5.19K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-750- 90.58% |
$104K - $111K
|
78
$16.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-771- 10.75% |
$107K - $114K
|
6.4K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-772- 75.98% |
$107K - $114K
|
244
$51.5K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-773- 12.5% |
$107K - $114K
|
5.41K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-777- 10.84% |
$108K - $115K
|
6.39K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-796- 3.74% |
$111K - $117K
|
20.5K
$4.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-800- 2.87% |
$111K - $118K
|
27K
$5.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-805- 2.17% |
$112K - $119K
|
36.3K
$7.67M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-807- 34.22% |
$112K - $119K
|
1.55K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-816- 2.85% |
$113K - $120K
|
27.8K
$5.87M
|