Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7KNew |
$973K - $1.03M
|
7K
$1.46M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.72K+ 3.49% |
$934K - $991K
|
200K
$41.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
6.64K+ 38.87% |
$923K - $979K
|
23.7K
$4.95M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.34K+ 3.8% |
$881K - $934K
|
173K
$36.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.34K+ 9.77% |
$880K - $934K
|
71.2K
$14.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
6.33K+ 1.81% |
$880K - $933K
|
356K
$74.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
6.1KNew |
$847K - $899K
|
6.1K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.9KNew |
$820K - $870K
|
5.9K
$1.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.57K+ 2.64% |
$774K - $821K
|
217K
$45.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.32KNew |
$738K - $783K
|
5.32K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
4.65K+ 7.85% |
$647K - $686K
|
63.9K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.17K+ 3.63% |
$580K - $615K
|
119K
$24.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
4.13K+ 6.62% |
$574K - $608K
|
66.5K
$13.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.87KNew |
$538K - $571K
|
3.87K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.78K+ 10.05% |
$525K - $557K
|
41.4K
$8.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.57KNew |
$496K - $527K
|
3.57K
$746K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.36KNew |
$467K - $495K
|
3.36K
$702K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.28KNew |
$456K - $483K
|
3.28K
$685K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.28K+ 327500.0% |
$455K - $483K
|
3.28K
$684K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.73K+ 15.79% |
$379K - $402K
|
20K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2.7KNew |
$375K - $398K
|
2.7K
$563K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.66K+ 14.65% |
$370K - $392K
|
20.8K
$4.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.51K+ 42.16% |
$349K - $370K
|
8.47K
$1.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.41K+ 5.45% |
$335K - $355K
|
46.6K
$9.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
2.4K+ 4.52% |
$334K - $354K
|
55.5K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.37KNew |
$329K - $349K
|
2.37K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.27K+ 1.19% |
$316K - $335K
|
194K
$40.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.21K+ 2.03% |
$307K - $326K
|
111K
$23.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.14KNew |
$297K - $315K
|
2.14K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
2.1K+ 5.6% |
$291K - $309K
|
39.5K
$8.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.07K+ 31.7% |
$288K - $306K
|
8.61K
$1.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.06KNew |
$287K - $304K
|
2.06K
$431K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
2K+ 3.01% |
$277K - $294K
|
68.3K
$14.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.84K+ 3.4% |
$256K - $271K
|
55.9K
$11.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.78KNew |
$248K - $263K
|
1.78K
$373K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.62K+ 1.2% |
$225K - $238K
|
137K
$28.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.61KNew |
$224K - $237K
|
1.61K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$222K - $236K
|
1.6K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.51KNew |
$210K - $223K
|
1.51K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 14.34% |
$200K - $212K
|
11.5K
$2.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.42K+ 44.63% |
$198K - $210K
|
4.62K
$964K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
1.37K+ 3.77% |
$191K - $202K
|
37.8K
$7.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.34K+ 1.33% |
$186K - $197K
|
102K
$21.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.33K+ 1.56% |
$184K - $195K
|
86.4K
$18M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.31K+ 2.45% |
$181K - $192K
|
54.5K
$11.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.3K+ 1.87% |
$180K - $191K
|
70.5K
$14.7M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.28K+ 23.9% |
$178K - $189K
|
6.63K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.24K+ 6.41% |
$172K - $182K
|
20.6K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 1.61% |
$147K - $156K
|
67.1K
$14M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.05K+ 0.87% |
$146K - $155K
|
122K
$25.5M
|