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
|
Provence Wealth Management Group
|
SELL
|
- |
-32- 8.27% |
$4.33K - $5.04K
|
355
$75K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 14.54% |
$4.47K - $5.2K
|
194
$41K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-34- 1.11% |
$4.6K - $5.36K
|
3.04K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-40- 1.57% |
$5.42K - $6.31K
|
2.51K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-41- 2.03% |
$5.55K - $6.46K
|
1.98K
$419K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-42- 20.59% |
$5.69K - $6.62K
|
162
$34.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-45- 3.09% |
$6.09K - $7.09K
|
1.41K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-56- 3.56% |
$7.58K - $8.83K
|
1.52K
$320K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-57- 1.25% |
$7.72K - $8.98K
|
4.52K
$955K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-58- 1.69% |
$7.85K - $9.14K
|
3.38K
$714K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-58- 0.76% |
$7.85K - $9.14K
|
7.54K
$1.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-60- 26.32% |
$8.12K - $9.46K
|
168
$35.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-65- 3.22% |
$8.8K - $10.2K
|
1.95K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-67- 1.98% |
$9.07K - $10.6K
|
3.33K
$702K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-67- 3.63% |
$9.07K - $10.6K
|
1.78K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-67- 4.42% |
$9.07K - $10.6K
|
1.45K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-69- 35.2% |
$9.34K - $10.9K
|
127
$26.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 96.15% |
$10.2K - $11.8K
|
3
$634
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-79- 1.43% |
$10.7K - $12.5K
|
5.44K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-79- 1.17% |
$10.7K - $12.5K
|
6.69K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-80- 1.2% |
$10.8K - $12.6K
|
6.6K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-80- 3.77% |
$10.8K - $12.6K
|
2.04K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-80- 3.14% |
$10.8K - $12.6K
|
2.46K
$521K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-87- 37.99% |
$11.8K - $13.7K
|
142
$30K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-88- 3.66% |
$11.9K - $13.9K
|
2.32K
$489K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-93- 2.41% |
$12.6K - $14.7K
|
3.76K
$794K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-98- 0.14% |
$13.3K - $15.4K
|
70.4K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-101- 23.82% |
$13.7K - $15.9K
|
323
$68.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-101- 12.87% |
$13.7K - $15.9K
|
684
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-101- 2.43% |
$13.7K - $15.9K
|
4.06K
$858K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-102- 17.93% |
$13.8K - $16.1K
|
467
$98.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-106- 5.77% |
$14.4K - $16.7K
|
1.73K
$366K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-107- 3.9% |
$14.5K - $16.9K
|
2.64K
$558K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-110- 3.88% |
$14.9K - $17.3K
|
2.72K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-119- 2.76% |
$16.1K - $18.8K
|
4.19K
$885K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-123- 4.14% |
$16.7K - $19.4K
|
2.85K
$601K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-125- 1.47% |
$16.9K - $19.7K
|
8.4K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-129- 52.87% |
$17.5K - $20.3K
|
115
$24.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-130- 9.57% |
$17.6K - $20.5K
|
1.23K
$260K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-136- 8.0% |
$18.4K - $21.4K
|
1.56K
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-136- 8.01% |
$18.4K - $21.4K
|
1.56K
$330K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-140- 8.8% |
$19K - $22.1K
|
1.45K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-151- 9.38% |
$20.4K - $23.8K
|
1.46K
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-152- 1.57% |
$20.6K - $24K
|
9.53K
$2.01M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-156- 3.07% |
$21.1K - $24.6K
|
4.92K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-161- 9.1% |
$21.8K - $25.4K
|
1.61K
$340K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-168- 4.15% |
$22.7K - $26.5K
|
3.88K
$820K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-169- 2.1% |
$22.9K - $26.6K
|
7.87K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-171- 10.86% |
$23.1K - $27K
|
1.4K
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-171- 9.75% |
$23.1K - $27K
|
1.58K
$334K
|