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
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
726
+ 0.19%
$96.7K - $106K
382K $79.8M
Apr 28, 2023 Q1 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
726
+ 1.24%
$96.7K - $106K
59.3K $12.4M
Apr 10, 2023 Q1 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
720
+ 8.35%
$95.9K - $105K
9.34K $1.95M
Apr 25, 2023 Q1 2023
Cornerstone Wealth Group, LLC

BUY
 -
710
+ 0.5%
$94.6K - $104K
143K $29.8M
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
708
+ 13.93%
$94.3K - $104K
5.79K $1.21M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
672
+ 11.21%
$89.5K - $98.3K
6.67K $1.39M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
655
+ 28.7%
$87.2K - $95.8K
2.94K $613K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
633
New
$84.3K - $92.6K
633 $132K
May 15, 2023 Q1 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
623
+ 12.28%
$83K - $91.1K
5.7K $1.19M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
567
New
$75.5K - $82.9K
567 $118K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
518
New
$69K - $75.8K
518 $108K
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
466
+ 22.49%
$62.1K - $68.2K
2.54K $530K
Apr 06, 2023 Q1 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
465
+ 0.85%
$61.9K - $68K
55.3K $11.6M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
464
+ 16.94%
$61.8K - $67.9K
3.2K $669K
May 11, 2023 Q1 2023
Intelligence Driven Advisers, LLC

BUY
 -
455
+ 0.24%
$60.6K - $66.6K
188K $39.4M
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
418
+ 8.59%
$55.7K - $61.1K
5.28K $1.1M
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
416
+ 5.83%
$55.4K - $60.8K
7.55K $1.58M
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
415
+ 16.05%
$55.3K - $60.7K
3K $627K
Apr 10, 2023 Q1 2023
Wealth Management Resources, Inc.

BUY
 -
370
+ 10.32%
$49.3K - $54.1K
3.95K $826K
Apr 21, 2023 Q1 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
359
+ 0.7%
$47.8K - $52.5K
51.4K $10.7M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
356
+ 62.35%
$47.4K - $52.1K
927 $194K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
353
+ 3.11%
$47K - $51.6K
11.7K $2.44M
Apr 14, 2023 Q1 2023
Unison Advisors LLC

BUY
 -
333
+ 2.05%
$44.3K - $48.7K
16.6K $3.46M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
307
+ 3.81%
$40.9K - $44.9K
8.36K $1.75M
May 12, 2023 Q1 2023
Prudential PLC

London, England, X0
BUY
 -
300
+ 5.82%
$40K - $43.9K
5.46K $1.14M
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
285
New
$38K - $41.7K
285 $59.5K
May 11, 2023 Q1 2023
Tacita Capital Inc

Toronto, A6
BUY
 -
270
+ 0.54%
$36K - $39.5K
50.1K $10.5M
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
265
+ 0.61%
$35.3K - $38.8K
43.5K $9.08M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
253
+ 17.52%
$33.7K - $37K
1.7K $354K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
244
+ 7.93%
$32.5K - $35.7K
3.32K $694K
Apr 20, 2023 Q1 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
230
+ 0.44%
$30.6K - $33.6K
52.8K $11M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
225
New
$30K - $32.9K
225 $47K
Apr 10, 2023 Q1 2023
Snider Financial Group

Bellevue, WA
BUY
 -
225
+ 2.02%
$30K - $32.9K
11.4K $2.38M
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
212
+ 9.87%
$28.2K - $31K
2.36K $493K
May 09, 2023 Q1 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
205
+ 1.9%
$27.3K - $30K
11K $2.3M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
188
New
$25K - $27.5K
188 $39.3K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
177
+ 37.18%
$23.6K - $25.9K
653 $136K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
171
+ 900.0%
$22.8K - $25K
190 $39.7K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
171
+ 1.54%
$22.8K - $25K
11.3K $2.35M
May 09, 2023 Q1 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
169
+ 1.44%
$22.5K - $24.7K
11.9K $2.48M
May 15, 2023 Q1 2023
Prism Advisors, Inc.

BUY
 -
167
+ 7.11%
$22.2K - $24.4K
2.52K $525K
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
166
+ 5.92%
$22.1K - $24.3K
2.97K $620K
Apr 20, 2023 Q1 2023
Lincoln Capital Corp

BUY
 -
145
+ 0.57%
$19.3K - $21.2K
25.5K $5.31M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
137
New
$18.2K - $20K
137 $28.6K
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
136
+ 7.7%
$18.1K - $19.9K
1.9K $397K
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
133
New
$17.7K - $19.5K
133 $27.8K
Apr 17, 2023 Q1 2023
Baker Boyer National Bank

BUY
 -
130
+ 4.01%
$17.3K - $19K
3.37K $704K
May 11, 2023 Q1 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
127
+ 2.19%
$16.9K - $18.6K
5.94K $1.24M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
122
+ 2.95%
$16.2K - $17.8K
4.26K $890K

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