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 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-518- 18.68% |
$70.1K - $81.7K
|
2.26K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-522- 34.25% |
$70.7K - $82.3K
|
1K
$212K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-522- 34.25% |
$70.7K - $82.3K
|
1K
$212K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-530- 13.24% |
$71.8K - $83.5K
|
3.47K
$733K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-547- 6.05% |
$74.1K - $86.2K
|
8.49K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-550- 4.9% |
$74.5K - $86.7K
|
10.7K
$2.25M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-551- 19.68% |
$74.6K - $86.9K
|
2.25K
$475K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-558- 12.76% |
$75.5K - $88K
|
3.82K
$806K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-560- 1.74% |
$75.8K - $88.3K
|
31.6K
$6.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-576- 7.9% |
$78K - $90.8K
|
6.72K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-579- 28.2% |
$78.4K - $91.3K
|
1.47K
$311K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-581- 1.25% |
$78.7K - $91.6K
|
46.1K
$9.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-593- 16.47% |
$80.3K - $93.5K
|
3.01K
$635K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-614- 3.07% |
$83.1K - $96.8K
|
19.4K
$4.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-620- 23.75% |
$83.9K - $97.7K
|
1.99K
$421K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-637- 5.0% |
$86.2K - $100K
|
12.1K
$2.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-638- 30.57% |
$86.4K - $101K
|
1.45K
$306K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-641- 26.94% |
$86.8K - $101K
|
1.74K
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-650- 9.29% |
$88K - $102K
|
6.35K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-656- 82.62% |
$88.8K - $103K
|
138
$29.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-680- 2.87% |
$92.1K - $107K
|
23K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-701- 8.73% |
$94.9K - $110K
|
7.33K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-705- 4.36% |
$95.4K - $111K
|
15.5K
$3.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-722- 11.94% |
$97.7K - $114K
|
5.32K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-732- 4.63% |
$99.1K - $115K
|
15.1K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-742- 10.13% |
$100K - $117K
|
6.58K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-753- 14.36% |
$102K - $119K
|
4.49K
$949K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-773- 9.45% |
$105K - $122K
|
7.41K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-784- 35.4% |
$106K - $124K
|
1.43K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-802- 35.3% |
$109K - $126K
|
1.47K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-807- 2.92% |
$109K - $127K
|
26.8K
$5.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-827- 4.76% |
$112K - $130K
|
16.6K
$3.5M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-845- 4.12% |
$114K - $133K
|
19.7K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-854- 10.28% |
$116K - $135K
|
7.46K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-856- 20.65% |
$116K - $135K
|
3.29K
$695K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-872- 2.65% |
$118K - $137K
|
32K
$6.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-898- 29.91% |
$122K - $142K
|
2.1K
$444K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-937- 12.24% |
$127K - $148K
|
6.72K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-970- 7.38% |
$131K - $153K
|
12.2K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-978- 21.58% |
$132K - $154K
|
3.56K
$751K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 5.18% |
$138K - $160K
|
18.6K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.02K- 1.01% |
$139K - $161K
|
99.9K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.11K- 4.8% |
$150K - $174K
|
22K
$4.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-1.12K- 24.3% |
$152K - $177K
|
3.49K
$737K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 20.87% |
$159K - $185K
|
4.45K
$939K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.18K- 5.73% |
$159K - $186K
|
19.4K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.22K- 2.59% |
$165K - $192K
|
46K
$9.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.23K- 6.05% |
$167K - $194K
|
19.1K
$4.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.28K- 19.29% |
$173K - $202K
|
5.35K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.3K- 5.43% |
$177K - $206K
|
22.7K
$4.8M
|