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 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-128- 8.07% |
$17.3K - $18.5K
|
1.46K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-132- 39.29% |
$17.9K - $19.1K
|
204
$42.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-133- 6.74% |
$18K - $19.2K
|
1.84K
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-135- 72.58% |
$18.3K - $19.5K
|
51
$10.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-136- 6.89% |
$18.4K - $19.6K
|
1.84K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-140- 2.87% |
$19K - $20.2K
|
4.74K
$995K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-140- 3.28% |
$19K - $20.2K
|
4.13K
$867K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-146- 12.98% |
$19.8K - $21.1K
|
979
$205K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-146- 12.98% |
$19.8K - $21.1K
|
979
$205K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-147- 5.41% |
$19.9K - $21.2K
|
2.57K
$539K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-150- 40.32% |
$20.3K - $21.7K
|
222
$46.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-150- 17.5% |
$20.3K - $21.7K
|
707
$148K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-159- 3.73% |
$21.5K - $23K
|
4.11K
$861K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-163- 7.97% |
$22.1K - $23.5K
|
1.88K
$395K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-166- 5.83% |
$22.5K - $24K
|
2.68K
$562K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-167- 5.25% |
$22.6K - $24.1K
|
3.01K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-167- 5.35% |
$22.6K - $24.1K
|
2.95K
$619K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-169- 5.63% |
$22.9K - $24.4K
|
2.83K
$594K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-181- 3.87% |
$24.5K - $26.1K
|
4.49K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-188- 3.56% |
$25.5K - $27.2K
|
5.1K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-197- 3.0% |
$26.7K - $28.5K
|
6.37K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-198- 2.34% |
$26.8K - $28.6K
|
8.26K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-200- 8.12% |
$27.1K - $28.9K
|
2.26K
$475K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 11.11% |
$27.1K - $28.9K
|
1.6K
$336K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-203- 10.12% |
$27.5K - $29.3K
|
1.8K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-206- 0.13% |
$27.9K - $29.8K
|
161K
$33.8M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-210- 8.18% |
$28.5K - $30.3K
|
2.36K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-211- 8.59% |
$28.6K - $30.5K
|
2.24K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-227- 29.71% |
$30.8K - $32.8K
|
537
$113K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-227- 6.28% |
$30.8K - $32.8K
|
3.39K
$711K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-235- 1.22% |
$31.8K - $34K
|
19.1K
$4M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-237- 10.05% |
$32.1K - $34.2K
|
2.12K
$445K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-238- 36.45% |
$32.2K - $34.4K
|
415
$87K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-242- 13.75% |
$32.8K - $35K
|
1.52K
$318K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-249- 0.52% |
$33.7K - $36K
|
47.4K
$9.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-251- 5.37% |
$34K - $36.3K
|
4.42K
$927K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-261- 2.66% |
$35.4K - $37.7K
|
9.56K
$2.01M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-264- 1.16% |
$35.8K - $38.1K
|
22.4K
$4.71M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-273Closed |
$37K - $39.4K
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-280- 1.63% |
$37.9K - $40.5K
|
16.9K
$3.55M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-289- 47.93% |
$39.2K - $41.8K
|
314
$65.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-298- 4.3% |
$40.4K - $43.1K
|
6.63K
$1.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-310- 17.73% |
$42K - $44.8K
|
1.44K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-327- 13.81% |
$44.3K - $47.2K
|
2.04K
$428K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-337- 2.13% |
$45.7K - $48.7K
|
15.5K
$3.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-348- 1.14% |
$47.2K - $50.3K
|
30.1K
$6.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-352- 16.3% |
$47.7K - $50.9K
|
1.81K
$379K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-353- 8.35% |
$47.8K - $51K
|
3.87K
$812K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-354- 13.52% |
$48K - $51.1K
|
2.27K
$475K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-354- 92.67% |
$48K - $51.1K
|
28
$5.87K
|