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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.31K- 26.72% |
$177K - $206K
|
3.59K
$757K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 70.59% |
$178K - $208K
|
549
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 3.09% |
$183K - $213K
|
42.4K
$8.97M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.36K- 23.28% |
$185K - $215K
|
4.49K
$949K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.43K- 29.03% |
$193K - $225K
|
3.49K
$736K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.45K- 20.03% |
$197K - $229K
|
5.81K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.47K- 12.04% |
$198K - $231K
|
10.7K
$2.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.49K- 2.83% |
$202K - $235K
|
51.2K
$10.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.51K- 13.15% |
$205K - $239K
|
10K
$2.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-1.53K- 4.04% |
$207K - $241K
|
36.2K
$7.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.56K- 4.64% |
$211K - $245K
|
32K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.62K- 23.92% |
$219K - $255K
|
5.15K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.72K- 18.34% |
$233K - $271K
|
7.67K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.72K- 13.47% |
$233K - $272K
|
11.1K
$2.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.75K- 42.83% |
$237K - $276K
|
2.34K
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.76K- 14.18% |
$238K - $277K
|
10.6K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.8K- 54.98% |
$244K - $284K
|
1.48K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.82K- 3.39% |
$246K - $287K
|
51.9K
$11M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 29.66% |
$250K - $291K
|
4.37K
$924K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.86K- 0.94% |
$251K - $293K
|
197K
$41.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.91K- 22.08% |
$258K - $300K
|
6.72K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.95K- 1.76% |
$264K - $308K
|
109K
$23M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.97K- 26.32% |
$267K - $311K
|
5.52K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.99K- 93.22% |
$270K - $314K
|
145
$30.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-2K- 31.06% |
$271K - $315K
|
4.44K
$938K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.01K- 23.86% |
$272K - $317K
|
6.41K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.04K- 12.62% |
$277K - $322K
|
14.1K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.22K- 21.94% |
$300K - $349K
|
7.88K
$1.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.26K- 47.86% |
$306K - $356K
|
2.46K
$520K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.29K- 27.73% |
$309K - $360K
|
5.95K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.29K- 13.98% |
$309K - $360K
|
14.1K
$2.97M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-2.3K- 1.15% |
$311K - $362K
|
197K
$41.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.31K- 5.39% |
$312K - $363K
|
40.4K
$8.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.32K- 59.23% |
$314K - $365K
|
1.6K
$337K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-2.35K- 45.69% |
$318K - $370K
|
2.79K
$590K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.36K- 2.67% |
$319K - $372K
|
86K
$18.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.39K- 50.63% |
$323K - $376K
|
2.33K
$492K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.39K- 8.6% |
$323K - $377K
|
25.4K
$5.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.47K- 11.85% |
$334K - $389K
|
18.3K
$3.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.5K- 12.01% |
$339K - $394K
|
18.3K
$3.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.54K- 18.18% |
$343K - $400K
|
11.4K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.58K- 33.52% |
$349K - $406K
|
5.11K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.77K- 1.28% |
$375K - $437K
|
214K
$45.2M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.88K- 12.15% |
$390K - $455K
|
20.9K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.97K- 8.64% |
$401K - $467K
|
31.3K
$6.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3K- 39.75% |
$407K - $474K
|
4.55K
$962K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.09K- 27.57% |
$419K - $487K
|
8.13K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.16K- 4.28% |
$428K - $499K
|
70.8K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.17K- 11.11% |
$430K - $500K
|
25.4K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.31K- 23.86% |
$448K - $522K
|
10.6K
$2.23M
|