Purchases and Sales Made in Q4 2023 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
4.43K
New
$599K - $698K
4.43K $935K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
4.27K
New
$578K - $674K
4.27K $903K
Feb 05, 2024 Q4 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
4.03K
+ 8.73%
$546K - $635K
50.2K $10.6M
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
3.65K
New
$493K - $575K
3.65K $770K
Jan 25, 2024 Q4 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
3.57K
New
$484K - $563K
3.57K $755K
Feb 14, 2024 Q4 2023
Mosley Wealth Management

Anaheim, CA
BUY
 -
3.52K
New
$477K - $555K
3.52K $744K
Feb 08, 2024 Q4 2023
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
3.46K
+ 3.4%
$468K - $545K
105K $22.3M
Feb 15, 2024 Q4 2023
Encompass More Asset Management

Danville, CA
BUY
 -
3.46K
New
$468K - $545K
3.46K $731K
Feb 09, 2024 Q4 2023
Dai Ichi Life Insurance Company, LTD

Tokyo, M0
BUY
 -
3.45K
+ 7.97%
$467K - $544K
46.7K $9.88M
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.27K
+ 0.5%
$443K - $515K
656K $139M
Jan 12, 2024 Q4 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
3.16K
+ 177.35%
$428K - $499K
4.95K $1.05M
Feb 07, 2024 Q4 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
3.13K
New
$423K - $493K
3.13K $661K
Jan 30, 2024 Q4 2023
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
3.07K
New
$415K - $483K
3.07K $648K
Feb 13, 2024 Q4 2023
Valley Financial Group, Inc.

Ambler, PA
BUY
 -
3K
New
$406K - $473K
3K $634K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.99K
+ 8.81%
$405K - $472K
37K $7.82M
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

BUY
 -
2.98K
New
$403K - $469K
2.98K $629K
Feb 08, 2024 Q4 2023
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
2.97K
New
$401K - $467K
2.97K $626K
Jan 08, 2024 Q4 2023
Stonehearth Capital Management, LLC

BUY
 -
2.91K
+ 2.13%
$394K - $459K
139K $29.5M
Jan 12, 2024 Q4 2023
Baker Boyer National Bank

BUY
 -
2.8K
+ 82.69%
$378K - $441K
6.18K $1.3M
Feb 14, 2024 Q4 2023
Gts Securities LLC

New York, NY
BUY
 -
2.67K
New
$361K - $421K
2.67K $564K
Feb 14, 2024 Q4 2023
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
2.6K
New
$352K - $410K
2.6K $549K
Jan 10, 2024 Q4 2023
Long View Wealth Management

Atlanta, GA
BUY
 -
2.58K
New
$349K - $406K
2.58K $544K
Feb 12, 2024 Q4 2023
Avestar Capital, LLC

BUY
 -
2.57K
+ 28.67%
$348K - $405K
11.5K $2.44M
Jan 26, 2024 Q4 2023
Jmac Enterprises LLC

BUY
 -
2.56K
+ 4.58%
$347K - $404K
58.5K $12.4M
Feb 14, 2024 Q4 2023
Kkm Financial LLC

Chicago, IL
BUY
 -
2.52K
New
$341K - $397K
2.52K $533K
Feb 13, 2024 Q4 2023
Y Intercept (Hong Kong) LTD

BUY
 -
2.49K
New
$337K - $392K
2.49K $525K
Jan 23, 2024 Q4 2023
Estate Counselors, LLC

BUY
 -
2.4K
New
$325K - $378K
2.4K $507K
Jan 25, 2024 Q4 2023
Ma Private Wealth

BUY
 -
2.35K
+ 3.61%
$318K - $370K
67.4K $14.2M
Feb 14, 2024 Q4 2023
Mendel Money Management

Northbrook, IL
BUY
 -
2.2K
New
$298K - $347K
2.2K $465K
Jan 18, 2024 Q4 2023
Fulcrum Equity Management

BUY
 -
2.17K
New
$293K - $342K
2.17K $458K
Apr 15, 2024 Q4 2023
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
2.1K
New
$284K - $331K
2.1K $443K
Feb 13, 2024 Q4 2023
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
2.06K
New
$279K - $324K
2.06K $435K
Jan 18, 2024 Q4 2023
Brown Miller Wealth Management, LLC

BUY
 -
2.04K
New
$276K - $321K
2.04K $431K
Feb 14, 2024 Q4 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
2K
New
$271K - $316K
2K $423K
Feb 05, 2024 Q4 2023
Opinicus Capital, Inc.

Tampa, FL
BUY
 -
1.93K
New
$262K - $305K
1.93K $408K
Feb 09, 2024 Q4 2023
Tsa Wealth Managment LLC

Houston, TX
BUY
 -
1.92K
New
$259K - $302K
1.92K $405K
Feb 12, 2024 Q4 2023
Money Concepts Capital Corp

BUY
 -
1.86K
New
$251K - $293K
1.86K $392K
Feb 13, 2024 Q4 2023
Edge Capital Group, LLC

BUY
 -
1.84K
New
$248K - $289K
1.84K $388K
Feb 08, 2024 Q4 2023
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
1.8K
New
$243K - $283K
1.8K $379K
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.79K
+ 28.07%
$243K - $283K
8.19K $1.73M
Feb 06, 2024 Q4 2023
Aveo Capital Partners, LLC

BUY
 -
1.79K
New
$243K - $283K
1.79K $379K
Jan 30, 2024 Q4 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
1.69K
+ 1.96%
$229K - $266K
88.1K $18.6M
Feb 14, 2024 Q4 2023
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
1.59K
New
$215K - $251K
1.59K $336K
Feb 14, 2024 Q4 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1.58K
New
$214K - $249K
1.58K $334K
Feb 02, 2024 Q4 2023
Simplex Trading, LLC

BUY
 -
1.45K
New
$196K - $228K
1.45K $306K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.42K
+ 0.73%
$193K - $224K
195K $41.2M
Jan 18, 2024 Q4 2023
Successful Portfolios LLC

BUY
 -
1.41K
New
$191K - $223K
1.41K $299K
Feb 13, 2024 Q4 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
1.4K
New
$189K - $220K
1.4K $295K
Jan 25, 2024 Q4 2023
Americana Partners, LLC

Houston, TX
BUY
 -
1.39K
New
$189K - $220K
1.39K $294K

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