Purchases and Sales Made in Q2 2023 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.94K- 4.66% |
$805K - $858K
|
121K
$25.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.12K- 57.69% |
$830K - $885K
|
4.49K
$942K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.25K- 31.38% |
$847K - $903K
|
13.7K
$2.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-6.33K- 1.12% |
$857K - $914K
|
557K
$117M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-6.38K- 18.78% |
$864K - $921K
|
27.6K
$5.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.54K- 10.48% |
$886K - $945K
|
55.9K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.6K- 32.84% |
$894K - $954K
|
13.5K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-6.9K- 6.69% |
$935K - $997K
|
96.3K
$20.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.01K- 42.09% |
$949K - $1.01M
|
9.64K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.26K- 49.74% |
$984K - $1.05M
|
7.34K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.46K- 22.06% |
$1.01M - $1.08M
|
26.4K
$5.53M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7.59K- 73.31% |
$1.03M - $1.1M
|
2.76K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.59K- 11.79% |
$1.03M - $1.1M
|
56.8K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.8K- 19.58% |
$1.06M - $1.13M
|
32K
$6.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.93K- 5.16% |
$1.08M - $1.15M
|
146K
$30.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.95K- 14.63% |
$1.08M - $1.15M
|
46.4K
$9.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-7.95K- 29.85% |
$1.08M - $1.15M
|
18.7K
$3.92M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-8.14K- 7.56% |
$1.1M - $1.18M
|
99.6K
$20.9M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.17KClosed |
$1.11M - $1.18M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.33K- 2.18% |
$1.13M - $1.2M
|
374K
$78.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-8.36K- 18.19% |
$1.13M - $1.21M
|
37.6K
$7.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.43K- 2.15% |
$1.14M - $1.22M
|
383K
$80.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.52K- 50.68% |
$1.15M - $1.23M
|
8.29K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-8.55K- 17.22% |
$1.16M - $1.24M
|
41.1K
$8.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.79K- 43.98% |
$1.19M - $1.27M
|
11.2K
$2.35M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.35K- 32.52% |
$1.27M - $1.35M
|
19.4K
$4.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-9.35K- 63.27% |
$1.27M - $1.35M
|
5.43K
$1.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-9.4K- 6.96% |
$1.27M - $1.36M
|
126K
$26.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-9.52K- 3.32% |
$1.29M - $1.38M
|
277K
$58.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.1K- 4.76% |
$1.37M - $1.46M
|
202K
$42.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-10.2K- 78.04% |
$1.38M - $1.47M
|
2.86K
$599K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-10.5K- 33.98% |
$1.42M - $1.52M
|
20.4K
$4.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-10.7K- 40.03% |
$1.45M - $1.54M
|
16K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11K- 31.33% |
$1.5M - $1.59M
|
24.2K
$5.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-11.3K- 50.5% |
$1.54M - $1.64M
|
11.1K
$2.33M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11.8K- 65.98% |
$1.6M - $1.7M
|
6.08K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12K- 88.89% |
$1.62M - $1.73M
|
1.5K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 16.45% |
$1.67M - $1.78M
|
62.4K
$13.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-12.4K- 89.81% |
$1.68M - $1.79M
|
1.41K
$295K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-13K- 31.34% |
$1.76M - $1.88M
|
28.5K
$5.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.1K- 12.9% |
$1.77M - $1.89M
|
88.1K
$18.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-13.1K- 69.72% |
$1.78M - $1.9M
|
5.7K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.3K- 60.7% |
$1.8M - $1.91M
|
8.58K
$1.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-13.7K- 84.96% |
$1.86M - $1.99M
|
2.43K
$510K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-13.8K- 36.42% |
$1.87M - $1.99M
|
24.1K
$5.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-14K- 81.55% |
$1.9M - $2.02M
|
3.17K
$664K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.1K- 18.18% |
$1.91M - $2.03M
|
63.4K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-14.9K- 58.27% |
$2.01M - $2.15M
|
10.6K
$2.23M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-15K- 39.62% |
$2.03M - $2.16M
|
22.8K
$4.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.3K- 38.22% |
$2.07M - $2.21M
|
24.7K
$5.18M
|