Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Apr 24, 2023 Q1 2023
Meredith Wealth Planning

Maryville, IL
BUY
 -
10.7K
+ 8.6%
$1.42M - $1.56M
135K $28.2M
Apr 27, 2023 Q1 2023
Professional Financial Advisors, LLC

BUY
 -
10.1K
+ 36.13%
$1.34M - $1.47M
37.9K $7.92M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
10K
+ 96.52%
$1.34M - $1.47M
20.5K $4.27M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
9.98K
+ 34.84%
$1.33M - $1.46M
38.6K $8.06M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
9.82K
New
$1.31M - $1.44M
9.82K $2.05M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
9.82K
+ 496.31%
$1.31M - $1.44M
11.8K $2.46M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
9.46K
+ 65.5%
$1.26M - $1.38M
23.9K $4.99M
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
9.46K
+ 3.41%
$1.26M - $1.38M
287K $59.8M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
8.73K
+ 7.05%
$1.16M - $1.28M
132K $27.7M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
8.58K
+ 8.3%
$1.14M - $1.25M
112K $23.4M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
8.17K
New
$1.09M - $1.19M
8.17K $1.71M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
7.68K
+ 5525.18%
$1.02M - $1.12M
7.82K $1.63M
Apr 13, 2023 Q1 2023
Burt Wealth Advisors

BUY
 -
7.34K
+ 5.14%
$977K - $1.07M
150K $31.4M
Apr 19, 2023 Q1 2023
Shufro Rose & CO LLC

BUY
 -
7.19K
+ 99.9%
$957K - $1.05M
14.4K $3M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
7.11K
New
$946K - $1.04M
7.11K $1.48M
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
6.97K
+ 205.79%
$928K - $1.02M
10.4K $2.16M
May 11, 2023 Q1 2023
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
6.85K
+ 15.99%
$912K - $1M
49.6K $10.4M
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
6.81K
New
$907K - $996K
6.81K $1.42M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6.68K
+ 23.38%
$889K - $977K
35.2K $7.36M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
6.6K
New
$879K - $965K
6.6K $1.38M
Apr 12, 2023 Q1 2023
Retireful, LLC

BUY
 -
5.69K
New
$757K - $832K
5.69K $1.19M
May 15, 2023 Q1 2023
Squarepoint Ops LLC

New York, NY
BUY
 -
5.59K
New
$745K - $818K
5.59K $1.17M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.18K
+ 4.75%
$689K - $757K
114K $23.8M
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
5.17K
New
$688K - $755K
5.17K $1.08M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.94K
+ 15.16%
$658K - $723K
37.6K $7.84M
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.79K
+ 0.46%
$638K - $701K
1.06M $221M
Apr 28, 2023 Q1 2023
Capital Planning LLC

BUY
 -
4.6K
+ 14.84%
$613K - $673K
35.6K $7.44M
Apr 17, 2023 Q1 2023
Nova R Wealth, Inc.

BUY
 -
4.49K
+ 11.65%
$598K - $657K
43K $8.98M
May 03, 2023 Q1 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
4.42K
+ 9.22%
$588K - $646K
52.3K $10.9M
May 26, 2023 Q1 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
4.27K
New
$569K - $624K
4.27K $891K
Apr 14, 2023 Q1 2023
Sensible Financial Planning & Management, Llc.

BUY
 -
4.26K
+ 4.19%
$567K - $623K
106K $22.1M
Apr 28, 2023 Q1 2023
Brickley Wealth Management

BUY
 -
4.09K
+ 13.42%
$544K - $598K
34.5K $7.21M
Apr 13, 2023 Q1 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
4.07K
+ 4.7%
$542K - $595K
90.6K $18.9M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
3.91K
+ 133.36%
$520K - $571K
6.84K $1.43M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
3.9K
+ 27.97%
$520K - $571K
17.9K $3.73M
Apr 17, 2023 Q1 2023
Shore Point Advisors, LLC

BUY
 -
3.48K
+ 5.83%
$464K - $509K
63.3K $13.2M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
3.38K
+ 8.88%
$451K - $495K
41.5K $8.67M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.33K
+ 32.9%
$443K - $487K
13.5K $2.81M
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
3.31K
New
$441K - $484K
3.31K $692K
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
3.3K
+ 6.28%
$440K - $483K
55.8K $11.7M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
3.27K
New
$436K - $478K
3.27K $683K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
3.19K
+ 46.56%
$425K - $467K
10.1K $2.1M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
3.13K
+ 25.33%
$416K - $457K
15.5K $3.23M
May 12, 2023 Q1 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
3.04K
+ 5.92%
$405K - $445K
54.4K $11.4M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
3.03K
+ 101066.67%
$404K - $443K
3.04K $634K
May 12, 2023 Q1 2023
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
3.03K
+ 2.84%
$404K - $443K
110K $22.9M
May 05, 2023 Q1 2023
Dopkins Wealth Management, LLC

BUY
 -
3.03K
New
$403K - $443K
3.03K $632K
Apr 20, 2023 Q1 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
3.02K
New
$403K - $442K
3.02K $631K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
3K
+ 84.87%
$400K - $439K
6.54K $1.36M

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