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 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-877- 27.1% |
$117K - $128K
|
2.36K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-883- 15.36% |
$118K - $129K
|
4.87K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-890- 35.97% |
$119K - $130K
|
1.58K
$331K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-920- 9.33% |
$123K - $135K
|
8.94K
$1.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-931- 17.74% |
$124K - $136K
|
4.32K
$902K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-947- 1.52% |
$126K - $139K
|
61.3K
$12.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-985- 9.08% |
$131K - $144K
|
9.86K
$2.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-993- 7.76% |
$132K - $145K
|
11.8K
$2.47M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.01K- 4.96% |
$134K - $147K
|
19.3K
$4.03M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.02K- 14.66% |
$136K - $150K
|
5.95K
$1.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.03K- 21.95% |
$136K - $150K
|
3.64K
$761K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.03K- 18.44% |
$138K - $151K
|
4.57K
$954K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 29.73% |
$139K - $152K
|
2.46K
$514K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.19K- 38.6% |
$159K - $175K
|
1.9K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.21K- 3.29% |
$161K - $177K
|
35.6K
$7.43M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.21K- 3.7% |
$161K - $177K
|
31.5K
$6.58M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 30.47% |
$165K - $181K
|
2.83K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.25K- 1.28% |
$166K - $182K
|
95.9K
$20M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.29K- 39.9% |
$172K - $189K
|
1.95K
$407K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.3K- 7.58% |
$173K - $190K
|
15.8K
$3.31M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.32K- 6.35% |
$175K - $193K
|
19.4K
$4.06M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.33K- 0.63% |
$178K - $195K
|
210K
$43.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.34K- 5.83% |
$179K - $196K
|
21.7K
$4.53M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 45.58% |
$179K - $197K
|
1.61K
$336K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.35K- 32.21% |
$180K - $197K
|
2.84K
$593K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.39K- 2.02% |
$185K - $203K
|
67.6K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.43K- 98.48% |
$190K - $209K
|
22
$4.59K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 3.69% |
$194K - $213K
|
37.9K
$7.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.46K- 42.6% |
$195K - $214K
|
1.97K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.49K- 7.24% |
$198K - $217K
|
19K
$3.98M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 91.79% |
$202K - $222K
|
136
$28.4K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.53K- 23.49% |
$203K - $223K
|
4.97K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.54K- 26.32% |
$205K - $226K
|
4.32K
$902K
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.56K- 5.35% |
$208K - $229K
|
27.7K
$5.78M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.57K- 29.11% |
$209K - $230K
|
3.83K
$799K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.58K- 93.72% |
$211K - $232K
|
106
$22.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.67K- 22.31% |
$222K - $244K
|
5.8K
$1.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.74K- 20.05% |
$231K - $254K
|
6.93K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.76K- 11.03% |
$234K - $257K
|
14.2K
$2.96M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.78K- 3.17% |
$237K - $260K
|
54.3K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.88K- 3.68% |
$250K - $274K
|
49.1K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 40.65% |
$251K - $276K
|
2.75K
$575K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.92K- 58.28% |
$255K - $280K
|
1.37K
$286K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.07K- 14.75% |
$276K - $303K
|
12K
$2.5M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.15K- 3.32% |
$286K - $314K
|
62.4K
$13M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.15K- 46.32% |
$286K - $314K
|
2.49K
$520K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.19K- 18.36% |
$292K - $320K
|
9.73K
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.2K- 0.51% |
$292K - $321K
|
429K
$89.6M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.23K- 87.59% |
$297K - $326K
|
316
$66K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.5K- 4.1% |
$332K - $365K
|
58.3K
$12.2M
|