Purchases and Sales Made in Q2 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 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 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
4.04K
+ 126.1%
$547K - $584K
7.24K $1.52M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.82K
+ 3.35%
$518K - $552K
118K $24.7M
Aug 14, 2023 Q2 2023
Prudential PLC

London, England, X0
BUY
 -
3.77K
+ 69.17%
$511K - $545K
9.23K $1.94M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
3.75K
+ 107.46%
$508K - $541K
7.23K $1.52M
Aug 14, 2023 Q2 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
3.59K
New
$486K - $518K
3.59K $753K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
3.58K
+ 5.85%
$485K - $518K
64.8K $13.6M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.57K
+ 50.63%
$483K - $515K
10.6K $2.23M
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
3.31K
New
$449K - $479K
3.31K $695K
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

BUY
 -
3.26K
New
$441K - $470K
3.26K $683K
Jul 25, 2023 Q2 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
3.19K
New
$432K - $461K
3.19K $669K
Jul 14, 2023 Q2 2023
Shore Point Advisors, LLC

BUY
 -
3.03K
+ 4.78%
$410K - $437K
66.3K $13.9M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
2.97K
+ 2.65%
$402K - $428K
115K $24.1M
Aug 03, 2023 Q2 2023
Sensible Financial Planning & Management, Llc.

BUY
 -
2.95K
+ 2.79%
$400K - $426K
109K $22.8M
Jul 12, 2023 Q2 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
2.92K
New
$396K - $422K
2.92K $612K
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
2.89K
+ 20.12%
$392K - $418K
17.3K $3.62M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
2.78K
New
$377K - $402K
2.78K $583K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
2.76K
+ 10.68%
$374K - $398K
28.6K $6M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
2.7K
+ 17.43%
$365K - $390K
18.2K $3.81M
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
2.55K
New
$346K - $369K
2.55K $535K
Jul 28, 2023 Q2 2023
Unison Advisors LLC

BUY
 -
2.21K
+ 13.32%
$299K - $319K
18.8K $3.94M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
2.13K
+ 12.21%
$288K - $308K
19.6K $4.1M
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
2.1K
New
$284K - $303K
2.1K $440K
Aug 11, 2023 Q2 2023
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
2.06K
New
$279K - $297K
2.06K $431K
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
1.99K
New
$269K - $287K
1.99K $417K
Aug 10, 2023 Q2 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
1.98K
+ 4.1%
$268K - $286K
50.3K $10.5M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
1.9K
New
$258K - $275K
1.9K $399K
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
1.89K
New
$257K - $273K
1.89K $397K
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
1.89K
New
$256K - $273K
1.89K $396K
Jan 12, 2024 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
1.88K
New
$255K - $272K
1.88K $395K
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
1.86K
New
$252K - $269K
1.86K $391K
Aug 14, 2023 Q2 2023
Mendel Money Management

Northbrook, IL
BUY
 -
1.85K
New
$251K - $267K
1.85K $388K
Aug 07, 2023 Q2 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
1.82K
New
$247K - $263K
1.82K $382K
Aug 14, 2023 Q2 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
1.8K
New
$244K - $261K
1.8K $378K
Aug 14, 2023 Q2 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
1.79K
New
$243K - $259K
1.79K $375K
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

BUY
 -
1.77K
New
$240K - $256K
1.77K $372K
Aug 10, 2023 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1.52K
New
$207K - $220K
1.52K $320K
Aug 10, 2023 Q2 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
1.52K
New
$206K - $220K
1.52K $319K
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
1.52K
New
$206K - $219K
1.52K $318K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
1.5K
New
$204K - $217K
1.5K $315K
Jul 26, 2023 Q2 2023
Eq LLC

Mercer Island, WA
BUY
 -
1.47K
New
$199K - $213K
1.47K $309K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.39K
New
$188K - $201K
1.39K $292K
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
1.39K
New
$188K - $201K
1.39K $291K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.34K
New
$182K - $194K
1.34K $282K
Aug 03, 2023 Q2 2023
Armbruster Capital Management, Inc.

BUY
 -
1.34K
+ 0.64%
$182K - $194K
211K $44.3M
Jul 14, 2023 Q2 2023
Arden Trust CO

BUY
 -
1.32K
+ 3.87%
$178K - $190K
35.3K $7.41M
Aug 18, 2023 Q2 2023
Arq Wealth Advisors, LLC

BUY
 -
1.3K
+ 2.25%
$176K - $188K
59.1K $12.4M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
1.13K
+ 5.64%
$153K - $163K
21.2K $4.44M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
1.09K
+ 5.61%
$148K - $157K
20.5K $4.3M
Aug 11, 2023 Q2 2023
Hsbc Holdings PLC

London, X0
BUY
 -
1.05K
+ 24.67%
$143K - $152K
5.32K $1.12M

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