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 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
114
+ 51.35%
$15.2K - $16.7K
336 $70.2K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
110
+ 1.91%
$14.6K - $16.1K
5.88K $1.23M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
97
+ 0.46%
$12.9K - $14.2K
21K $4.39M
May 11, 2023 Q1 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
96
New
$12.8K - $14K
96 $20K
May 10, 2023 Q1 2023
Diligent Investors, LLC

BUY
 -
95
+ 1.37%
$12.7K - $13.9K
7.01K $1.46M
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
87
+ 4.08%
$11.6K - $12.7K
2.22K $463K
May 15, 2023 Q1 2023
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
86
+ 3.4%
$11.5K - $12.6K
2.62K $546K
Apr 24, 2023 Q1 2023
Center For Asset Management LLC

BUY
 -
86
+ 1.31%
$11.5K - $12.6K
6.66K $1.39M
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
84
+ 44.92%
$11.2K - $12.3K
271 $56.6K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
82
New
$10.9K - $12K
82 $17.1K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
73
+ 1.12%
$9.72K - $10.7K
6.57K $1.37M
May 12, 2023 Q1 2023
Natixis

Paris, I0
BUY
 -
73
+ 2.57%
$9.72K - $10.7K
2.92K $609K
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
70
+ 0.97%
$9.32K - $10.2K
7.31K $1.53M
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
66
New
$8.79K - $9.65K
66 $13.8K
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
66
New
$8.79K - $9.65K
66 $13.8K
May 01, 2023 Q1 2023
Pfg Private Wealth Management, LLC

BUY
 -
61
+ 64.89%
$8.12K - $8.92K
155 $32.4K
May 05, 2023 Q1 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
58
+ 1.69%
$7.72K - $8.48K
3.49K $729K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
58
+ 4.23%
$7.72K - $8.48K
1.43K $298K
Apr 19, 2023 Q1 2023
Tkg Advisors, LLC

BUY
 -
56
+ 3.8%
$7.46K - $8.19K
1.53K $320K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
56
New
$7.46K - $8.19K
56 $11.7K
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
56
New
$7.46K - $8.19K
56 $11.7K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
55
+ 2.7%
$7.32K - $8.04K
2.09K $437K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
54
New
$7.19K - $7.9K
54 $11.3K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
53
+ 0.59%
$7.06K - $7.75K
9.03K $1.89M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
44
+ 0.46%
$5.86K - $6.44K
9.65K $2.02M
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
43
+ 0.45%
$5.73K - $6.29K
9.59K $2M
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
40
+ 13.07%
$5.33K - $5.85K
346 $72.3K
May 02, 2023 Q1 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
36
+ 0.31%
$4.79K - $5.27K
11.6K $2.42M
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
34
New
$4.53K - $4.97K
34 $7.1K
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
32
New
$4.26K - $4.68K
32 $6.68K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
30
+ 600.0%
$4K - $4.39K
35 $7.31K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
30
+ 40.0%
$4K - $4.39K
105 $21.9K
May 12, 2023 Q1 2023
Berkshire Money Management, Inc.

BUY
 -
28
+ 0.06%
$3.73K - $4.1K
50.3K $10.5M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
26
New
$3.46K - $3.8K
26 $5.43K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
26
+ 60.47%
$3.46K - $3.8K
69 $14.4K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
24
+ 0.73%
$3.2K - $3.51K
3.32K $693K
Apr 20, 2023 Q1 2023
Tompkins Financial Corp

BUY
 -
23
New
$3.06K - $3.36K
23 $4.8K
May 12, 2023 Q1 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
23
New
$3.06K - $3.36K
23 $4.8K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
21
+ 233.33%
$2.8K - $3.07K
30 $6.26K
May 11, 2023 Q1 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
19
+ 0.57%
$2.53K - $2.78K
3.37K $704K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
16
+ 0.73%
$2.13K - $2.34K
2.2K $459K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
16
+ 2.94%
$2.13K - $2.34K
561 $117K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
15
New
$2K - $2.19K
15 $3.13K
May 01, 2023 Q1 2023
Centric Wealth Management

BUY
 -
14
+ 0.58%
$1.86K - $2.05K
2.42K $506K
Apr 20, 2023 Q1 2023
G&S Capital LLC

BUY
 -
14
+ 0.2%
$1.86K - $2.05K
6.88K $1.44M
May 10, 2023 Q1 2023
Spectrum Wealth Advisory Group, LLC

BUY
 -
13
+ 0.54%
$1.73K - $1.9K
2.44K $510K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
12
New
$1.6K - $1.76K
12 $2.51K
Apr 18, 2023 Q1 2023
Flagship Private Wealth, LLC

BUY
 -
11
+ 0.5%
$1.46K - $1.61K
2.2K $459K
Apr 12, 2023 Q1 2023
Oxinas Partners Wealth Management LLC

BUY
 -
10
+ 0.34%
$1.33K - $1.46K
2.94K $614K

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