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 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-21K- 77.33% |
$2.84M - $3.31M
|
6.15K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-21K- 65.75% |
$2.85M - $3.32M
|
11K
$2.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-22.6K- 6.35% |
$3.06M - $3.56M
|
333K
$70.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-25.2K- 2.15% |
$3.41M - $3.97M
|
1.14M
$242M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.2K- 5.48% |
$3.42M - $3.98M
|
435K
$92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.7K- 12.14% |
$3.48M - $4.05M
|
186K
$39.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27K- 59.99% |
$3.65M - $4.25M
|
18K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-28.4K- 94.85% |
$3.84M - $4.47M
|
1.54K
$325K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-30.1K- 54.9% |
$4.07M - $4.74M
|
24.7K
$5.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.5K- 5.07% |
$4.27M - $4.97M
|
591K
$125M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32K- 5.36% |
$4.33M - $5.04M
|
565K
$119M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.1K- 5.37% |
$4.35M - $5.07M
|
566K
$120M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.2K- 2.3% |
$4.36M - $5.08M
|
1.37M
$289M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-33.9K- 27.4% |
$4.58M - $5.34M
|
89.7K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-39.2K- 44.49% |
$5.31M - $6.18M
|
48.9K
$10.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-39.7K- 52.26% |
$5.37M - $6.25M
|
36.2K
$7.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-40.9K- 75.01% |
$5.53M - $6.44M
|
13.6K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46.3K- 33.73% |
$6.27M - $7.3M
|
90.9K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-48.5K- 56.77% |
$6.56M - $7.64M
|
36.9K
$7.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-51.9K- 92.67% |
$7.02M - $8.18M
|
4.11K
$867K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-54.2K- 31.25% |
$7.33M - $8.54M
|
119K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-55.5K- 99.79% |
$7.52M - $8.76M
|
115
$24.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-57.3K- 22.73% |
$7.75M - $9.03M
|
195K
$41.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-58.6K- 59.62% |
$7.93M - $9.24M
|
39.7K
$8.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-63.5K- 92.96% |
$8.59M - $10M
|
4.81K
$1.02M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-63.8K- 4.46% |
$8.64M - $10.1M
|
1.37M
$289M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-64.1K- 25.33% |
$8.68M - $10.1M
|
189K
$39.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-67.8K- 53.34% |
$9.18M - $10.7M
|
59.3K
$12.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-71.6K- 20.55% |
$9.69M - $11.3M
|
277K
$58.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78.1K- 22.18% |
$10.6M - $12.3M
|
274K
$57.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78.7K- 21.98% |
$10.7M - $12.4M
|
279K
$59M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-101K- 27.4% |
$13.7M - $16M
|
269K
$56.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-168K- 17.25% |
$22.8M - $26.5M
|
808K
$171M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-189K- 99.48% |
$25.6M - $29.8M
|
989
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-195K- 38.21% |
$26.4M - $30.7M
|
315K
$66.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-649K- 39.62% |
$87.9M - $102M
|
989K
$209M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.06M- 93.76% |
$279M - $325M
|
137K
$29M
|