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 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.03% |
$136 - $144
|
3.83K
$802K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$136 - $144
|
2.94K
$617K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.06% |
$136 - $144
|
1.61K
$337K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$136 - $144
|
1.54K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 9.09% |
$271 - $289
|
20
$4.19K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2- 16.67% |
$271 - $289
|
10
$2.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 4.41% |
$813 - $867
|
130
$27.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-7- 0.98% |
$949 - $1.01K
|
706
$148K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-10- 1.97% |
$1.36K - $1.44K
|
498
$104K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-10- 1.6% |
$1.36K - $1.44K
|
615
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11- 0.61% |
$1.49K - $1.59K
|
1.79K
$375K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-12- 0.15% |
$1.63K - $1.73K
|
8.04K
$1.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-13- 0.37% |
$1.76K - $1.88K
|
3.46K
$725K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 25.0% |
$1.9K - $2.02K
|
42
$8.81K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-17- 0.77% |
$2.3K - $2.46K
|
2.18K
$458K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-19- 0.76% |
$2.57K - $2.74K
|
2.5K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-19- 10.0% |
$2.57K - $2.74K
|
171
$35.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-19- 18.45% |
$2.57K - $2.74K
|
84
$17.6K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21- 70.0% |
$2.85K - $3.03K
|
9
$1.89K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21- 7.98% |
$2.85K - $3.03K
|
242
$50.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-21- 0.21% |
$2.85K - $3.03K
|
9.89K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-30- 1.94% |
$4.07K - $4.33K
|
1.52K
$318K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-35- 1.61% |
$4.74K - $5.06K
|
2.13K
$448K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-35- 0.62% |
$4.74K - $5.06K
|
5.64K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-37- 36.63% |
$5.01K - $5.35K
|
64
$13.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-41- 25.0% |
$5.56K - $5.92K
|
123
$25.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45- 0.55% |
$6.1K - $6.5K
|
8.18K
$1.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-47- 1.83% |
$6.37K - $6.79K
|
2.52K
$529K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-48- 2.52% |
$6.5K - $6.93K
|
1.85K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-53- 28.8% |
$7.18K - $7.66K
|
131
$27.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-59- 7.82% |
$7.99K - $8.52K
|
695
$146K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-59- 0.5% |
$7.99K - $8.52K
|
11.8K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-61- 3.51% |
$8.27K - $8.81K
|
1.68K
$352K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-62- 3.01% |
$8.4K - $8.96K
|
2K
$419K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-66- 4.41% |
$8.94K - $9.54K
|
1.43K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-68- 2.99% |
$9.21K - $9.82K
|
2.21K
$463K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-68- 2.66% |
$9.21K - $9.82K
|
2.49K
$522K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-74- 4.19% |
$10K - $10.7K
|
1.69K
$355K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-76- 3.04% |
$10.3K - $11K
|
2.42K
$508K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-77- 3.43% |
$10.4K - $11.1K
|
2.17K
$455K
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-80- 2.37% |
$10.8K - $11.6K
|
3.29K
$691K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-83- 2.92% |
$11.2K - $12K
|
2.76K
$578K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-87- 5.72% |
$11.8K - $12.6K
|
1.43K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-89- 2.99% |
$12.1K - $12.9K
|
2.89K
$605K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-90- 22.96% |
$12.2K - $13K
|
302
$63.3K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-99- 21.11% |
$13.4K - $14.3K
|
370
$77.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-100- 6.17% |
$13.6K - $14.4K
|
1.52K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-116- 4.22% |
$15.7K - $16.8K
|
2.64K
$553K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-125- 3.15% |
$16.9K - $18.1K
|
3.84K
$805K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-127- 2.14% |
$17.2K - $18.3K
|
5.81K
$1.22M
|