Purchases and Sales Made in Q4 2023 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
229K+ 3.32% |
$31M - $36.1M
|
7.14M
$1.51B
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
198K+ 3.03% |
$26.8M - $31.3M
|
6.74M
$1.42B
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179K+ 5.74% |
$24.2M - $28.2M
|
3.3M
$697M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
109KNew |
$14.7M - $17.2M
|
109K
$23M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
100K+ 9.96% |
$13.6M - $15.8M
|
1.11M
$234M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
96.8K+ 9.34% |
$13.1M - $15.3M
|
1.13M
$240M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
64.5KNew |
$8.73M - $10.2M
|
64.5K
$13.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
62.9KNew |
$8.52M - $9.92M
|
62.9K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
62K+ 3.91% |
$8.39M - $9.77M
|
1.65M
$348M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
59.9K+ 57.82% |
$8.11M - $9.44M
|
164K
$34.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.8K+ 12.2% |
$6.47M - $7.53M
|
440K
$92.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
42.7KNew |
$5.78M - $6.73M
|
42.7K
$9.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
33.8K+ 4.3% |
$4.58M - $5.33M
|
820K
$173M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.3K+ 17.56% |
$4.1M - $4.78M
|
203K
$42.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
29K+ 272.14% |
$3.92M - $4.57M
|
39.6K
$8.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
24.7KNew |
$3.34M - $3.89M
|
24.7K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.6K+ 269.55% |
$3.33M - $3.88M
|
33.7K
$7.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
24.1K+ 145.78% |
$3.26M - $3.79M
|
40.6K
$8.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21K+ 8.47% |
$2.84M - $3.31M
|
269K
$56.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.1KNew |
$2.32M - $2.7M
|
17.1K
$3.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
17K+ 35.33% |
$2.3M - $2.68M
|
65.1K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16.6K+ 38.33% |
$2.25M - $2.62M
|
60K
$12.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
16.2KNew |
$2.2M - $2.56M
|
16.2K
$3.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16.2KNew |
$2.19M - $2.55M
|
16.2K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
15.9K+ 437.61% |
$2.15M - $2.5M
|
19.5K
$4.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 383.27% |
$2.11M - $2.46M
|
19.7K
$4.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
14.5KNew |
$1.96M - $2.29M
|
14.5K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
13.8KNew |
$1.87M - $2.18M
|
13.8K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3K+ 708.62% |
$1.67M - $1.94M
|
14.1K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
10.7K+ 60.76% |
$1.45M - $1.69M
|
28.4K
$6M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 19.09% |
$1.36M - $1.59M
|
62.9K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.86K+ 63.22% |
$1.34M - $1.55M
|
25.5K
$5.38M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.7KNew |
$1.31M - $1.53M
|
9.7K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.2K+ 11.24% |
$1.11M - $1.29M
|
81.1K
$17.1M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
8.19KNew |
$1.11M - $1.29M
|
8.19K
$1.73M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
7.57K+ 1.43% |
$1.03M - $1.19M
|
537K
$113M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.38KNew |
$999K - $1.16M
|
7.38K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
7.24KNew |
$980K - $1.14M
|
7.24K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
6.65K+ 1978.27% |
$900K - $1.05M
|
6.98K
$1.48M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
6.65K+ 1978.27% |
$900K - $1.05M
|
6.98K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.31KNew |
$854K - $995K
|
6.31K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.3K+ 12.3% |
$853K - $993K
|
57.5K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$777K - $905K
|
5.74K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.74KNew |
$777K - $905K
|
5.74K
$1.21M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
5.52KNew |
$747K - $869K
|
5.52K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.25KNew |
$711K - $828K
|
5.25K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.95K+ 4.55% |
$670K - $780K
|
114K
$24M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
4.87K+ 8.76% |
$659K - $767K
|
60.4K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.82K+ 18.49% |
$653K - $760K
|
30.9K
$6.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.58KNew |
$620K - $721K
|
4.58K
$967K
|