Purchases and Sales Made in Q3 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 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 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
172
+ 6.02%
$23.9K - $25.4K
3.03K $636K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
166
New
$23.1K - $24.5K
166 $34.8K
Oct 05, 2023 Q3 2023
Unison Advisors LLC

BUY
 -
155
+ 0.83%
$21.5K - $22.8K
18.9K $3.97M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
155
New
$21.5K - $22.8K
155 $32.5K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
147
+ 13.85%
$20.4K - $21.7K
1.21K $253K
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

BUY
 -
141
+ 0.44%
$19.6K - $20.8K
32.2K $6.75M
Oct 11, 2023 Q3 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
136
+ 7.48%
$18.9K - $20K
1.96K $410K
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
131
New
$18.2K - $19.3K
131 $27.5K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
119
+ 3.23%
$16.5K - $17.5K
3.8K $797K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
115
+ 0.21%
$16K - $17K
56K $11.7M
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
98
New
$13.6K - $14.4K
98 $20.6K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
97
+ 0.98%
$13.5K - $14.3K
9.99K $2.1M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
94
New
$13.1K - $13.9K
94 $19.7K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
89
+ 46.84%
$12.4K - $13.1K
279 $58.5K
Oct 12, 2023 Q3 2023
Baker Boyer National Bank

BUY
 -
87
+ 2.64%
$12.1K - $12.8K
3.38K $709K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
76
+ 1.05%
$10.6K - $11.2K
7.32K $1.53M
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
67
+ 0.34%
$9.31K - $9.88K
19.6K $4.12M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
66
+ 50.77%
$9.17K - $9.73K
196 $41.1K
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
66
+ 0.23%
$9.17K - $9.73K
28.6K $5.99M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
62
+ 620.0%
$8.61K - $9.14K
72 $15.1K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
55
New
$7.64K - $8.11K
55 $11.5K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
50
+ 2.23%
$6.95K - $7.37K
2.3K $482K
Oct 25, 2023 Q3 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
47
+ 3.28%
$6.53K - $6.93K
1.48K $311K
Nov 13, 2023 Q3 2023
Dopkins Wealth Management, LLC

BUY
 -
47
+ 1.55%
$6.53K - $6.93K
3.07K $645K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
39
+ 24.07%
$5.42K - $5.75K
201 $42.2K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
38
+ 30.89%
$5.28K - $5.6K
161 $33.8K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
31
New
$4.31K - $4.57K
31 $6.5K
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
28
New
$3.89K - $4.13K
28 $5.87K
Nov 13, 2023 Q3 2023
Cypress Capital Management LLC (Wy)

BUY
 -
25
New
$3.47K - $3.69K
25 $5.24K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
21
+ 1.67%
$2.92K - $3.1K
1.28K $268K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
16
New
$2.22K - $2.36K
16 $3.36K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
15
New
$2.08K - $2.21K
15 $3.15K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
13
+ 0.18%
$1.81K - $1.92K
7.32K $1.54M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
12
New
$1.67K - $1.77K
12 $2.52K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
8
+ 3.74%
$1.11K - $1.18K
222 $46.6K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
8
+ 1.43%
$1.11K - $1.18K
569 $119K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
6
+ 0.89%
$834 - $884
678 $142K
Nov 07, 2023 Q3 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
6
+ 0.06%
$834 - $884
9.61K $2.02M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
5
+ 0.11%
$695 - $737
4.64K $973K
Nov 09, 2023 Q3 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
5
+ 0.3%
$695 - $737
1.7K $356K
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

BUY
 -
5
+ 2.56%
$695 - $737
200 $41.9K
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

BUY
 -
4
+ 0.22%
$556 - $590
1.85K $389K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
2
New
$278 - $295
2 $419
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
1
+ 0.01%
$139 - $147
8.04K $1.69M
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
1
+ 0.02%
$139 - $147
5.81K $1.22M
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
1
New
$139 - $147
1 $210
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-1
- 0.27%
$139 - $147
369 $77.4K
Nov 03, 2023 Q3 2023
Centric Wealth Management

SELL
 -
-2
- 0.1%
$278 - $295
2.01K $422K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-2
- 0.08%
$278 - $295
2.63K $552K

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