Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-108K- 62.66% |
$14.4M - $15.8M
|
64.4K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-115K- 12.39% |
$15.3M - $16.8M
|
815K
$170M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-124K- 44.62% |
$16.5M - $18.1M
|
154K
$32.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-154K- 21.73% |
$20.5M - $22.5M
|
554K
$116M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-167K- 55.39% |
$22.3M - $24.5M
|
135K
$28.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-180K- 99.8% |
$24M - $26.3M
|
365
$76.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-243K- 96.33% |
$32.4M - $35.6M
|
9.27K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-249K- 37.64% |
$33.2M - $36.4M
|
413K
$86.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-253K- 12.4% |
$33.7M - $37M
|
1.79M
$373M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-295K- 58.17% |
$39.3M - $43.2M
|
212K
$44.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-336K- 49.01% |
$44.7M - $49.1M
|
349K
$73M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-343K- 85.75% |
$45.7M - $50.2M
|
57K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-375K- 99.8% |
$49.9M - $54.8M
|
764
$160K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-511K- 28.6% |
$68.1M - $74.8M
|
1.28M
$266M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-574K- 24.47% |
$76.4M - $83.9M
|
1.77M
$370M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-625K- 42.81% |
$83.3M - $91.5M
|
836K
$175M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-788K- 42.46% |
$105M - $115M
|
1.07M
$223M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.14M- 31.7% |
$419M - $460M
|
6.78M
$1.41B
|