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 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-847- 10.25% |
$118K - $125K
|
7.41K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-902- 10.5% |
$125K - $133K
|
7.69K
$1.61M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-948- 25.66% |
$132K - $140K
|
2.75K
$576K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-965- 4.23% |
$134K - $142K
|
21.9K
$4.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-968- 3.02% |
$134K - $143K
|
31K
$6.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-976- 21.22% |
$136K - $144K
|
3.62K
$760K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-977- 15.97% |
$136K - $144K
|
5.14K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-978- 4.58% |
$136K - $144K
|
20.4K
$4.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-982- 74.51% |
$136K - $145K
|
336
$70.5K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-982- 74.51% |
$136K - $145K
|
336
$70.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1K- 15.76% |
$139K - $147K
|
5.35K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.02K- 11.93% |
$141K - $150K
|
7.49K
$1.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.02K- 35.38% |
$142K - $151K
|
1.87K
$392K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.02K- 35.38% |
$142K - $151K
|
1.87K
$392K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.03K- 23.0% |
$143K - $151K
|
3.44K
$721K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.03K- 15.96% |
$143K - $152K
|
5.43K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.07K- 15.42% |
$148K - $157K
|
5.86K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-1.08K- 12.42% |
$150K - $159K
|
7.6K
$1.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.09K- 39.45% |
$151K - $160K
|
1.67K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.09K- 21.43% |
$152K - $161K
|
4K
$840K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.12K- 2.01% |
$155K - $164K
|
54.5K
$11.4M
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.12K- 4.49% |
$155K - $164K
|
23.7K
$4.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.15K- 37.56% |
$159K - $169K
|
1.91K
$400K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.15K- 7.67% |
$159K - $169K
|
13.8K
$2.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.16K- 12.73% |
$162K - $172K
|
7.98K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.18K- 14.87% |
$164K - $174K
|
6.77K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 2.82% |
$166K - $176K
|
41.1K
$8.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.22K- 31.76% |
$169K - $179K
|
2.61K
$548K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.24K- 8.84% |
$172K - $182K
|
12.7K
$2.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.28K- 17.26% |
$178K - $189K
|
6.13K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.28K- 13.38% |
$178K - $189K
|
8.31K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.38K- 14.42% |
$192K - $203K
|
8.18K
$1.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 18.4% |
$195K - $207K
|
6.22K
$1.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.43K- 12.07% |
$198K - $210K
|
10.4K
$2.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.43K- 12.81% |
$199K - $211K
|
9.76K
$2.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.46K- 43.9% |
$202K - $214K
|
1.86K
$390K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.48K- 25.93% |
$205K - $218K
|
4.22K
$885K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.57K- 17.02% |
$218K - $232K
|
7.66K
$1.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.58K- 5.4% |
$219K - $232K
|
27.6K
$5.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.65K- 8.95% |
$229K - $243K
|
16.8K
$3.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.7K- 4.73% |
$237K - $251K
|
34.3K
$7.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.72K- 18.34% |
$239K - $253K
|
7.65K
$1.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.74K- 6.02% |
$241K - $256K
|
27.1K
$5.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.75K- 16.22% |
$244K - $259K
|
9.06K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.78K- 5.04% |
$247K - $263K
|
33.6K
$7.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.8K- 10.0% |
$250K - $265K
|
16.2K
$3.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.93K- 1.44% |
$269K - $285K
|
132K
$27.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.95K- 5.01% |
$270K - $287K
|
36.9K
$7.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.02K- 4.91% |
$280K - $297K
|
39.1K
$8.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.08K- 5.75% |
$288K - $306K
|
34K
$7.13M
|