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 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-177- 9.93% |
$24K - $27.9K
|
1.61K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-180- 35.23% |
$24.4K - $28.4K
|
331
$69.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-182- 11.34% |
$24.6K - $28.7K
|
1.42K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-182- 2.01% |
$24.6K - $28.7K
|
8.88K
$1.88M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-188- 0.43% |
$25.5K - $29.6K
|
43.9K
$9.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-204- 10.64% |
$27.6K - $32.2K
|
1.71K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-206- 4.24% |
$27.9K - $32.5K
|
4.66K
$984K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-218- 0.35% |
$29.5K - $34.4K
|
62.6K
$13.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-220- 3.59% |
$29.8K - $34.7K
|
5.91K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-220- 1.3% |
$29.8K - $34.7K
|
16.7K
$3.52M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-226- 0.13% |
$30.6K - $35.6K
|
173K
$36.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-232- 2.2% |
$31.4K - $36.6K
|
10.3K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-237- 2.37% |
$32.1K - $37.4K
|
9.75K
$2.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-238- 6.04% |
$32.2K - $37.5K
|
3.71K
$783K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-240- 6.2% |
$32.5K - $37.8K
|
3.63K
$768K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-249- 13.95% |
$33.7K - $39.2K
|
1.54K
$324K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-252- 13.94% |
$34.1K - $39.7K
|
1.56K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-255- 71.63% |
$34.5K - $40.2K
|
101
$21.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-258- 6.72% |
$34.9K - $40.7K
|
3.58K
$757K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-263- 2.4% |
$35.6K - $41.5K
|
10.7K
$2.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-264- 13.86% |
$35.7K - $41.6K
|
1.64K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-269- 3.37% |
$36.4K - $42.4K
|
7.71K
$1.63M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-270- 13.01% |
$36.6K - $42.6K
|
1.81K
$381K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-283- 8.63% |
$38.3K - $44.6K
|
3K
$633K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-289- 1.32% |
$39.1K - $45.6K
|
21.6K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-293- 23.5% |
$39.7K - $46.2K
|
954
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-308- 18.05% |
$41.7K - $48.6K
|
1.4K
$295K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-313- 1.05% |
$42.4K - $49.3K
|
29.4K
$6.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-320- 4.03% |
$43.3K - $50.4K
|
7.62K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-330- 25.78% |
$44.7K - $52K
|
950
$201K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-345- 15.08% |
$46.7K - $54.4K
|
1.94K
$410K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-350- 14.02% |
$47.4K - $55.2K
|
2.15K
$454K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-356- 12.28% |
$48.2K - $56.1K
|
2.54K
$537K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-357- 20.93% |
$48.3K - $56.3K
|
1.35K
$285K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-361- 10.55% |
$48.9K - $56.9K
|
3.06K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-364- 57.5% |
$49.3K - $57.4K
|
269
$56.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-373- 8.31% |
$50.5K - $58.8K
|
4.12K
$870K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-383- 16.26% |
$51.9K - $60.4K
|
1.97K
$417K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-384- 11.43% |
$52K - $60.5K
|
2.98K
$629K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-385- 14.14% |
$52.1K - $60.7K
|
2.34K
$494K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-395- 7.96% |
$53.5K - $62.3K
|
4.57K
$964K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-400- 1.8% |
$54.2K - $63.1K
|
21.9K
$4.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-401- 2.91% |
$54.3K - $63.2K
|
13.4K
$2.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-410- 6.41% |
$55.5K - $64.6K
|
5.99K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-418- 6.23% |
$56.6K - $65.9K
|
6.29K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-437- 1.41% |
$59.2K - $68.9K
|
30.6K
$6.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-491- 21.47% |
$66.5K - $77.4K
|
1.8K
$379K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-512- 34.57% |
$69.3K - $80.7K
|
969
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-513- 75.66% |
$69.4K - $80.9K
|
165
$34.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-516- 18.72% |
$69.9K - $81.3K
|
2.24K
$473K
|