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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-2.08K- 1.66% |
$289K - $307K
|
124K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.09K- 14.63% |
$290K - $307K
|
12.2K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.11K- 31.77% |
$293K - $311K
|
4.53K
$947K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.17K- 6.19% |
$302K - $320K
|
32.9K
$6.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.22K- 49.41% |
$308K - $327K
|
2.27K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.24K- 4.84% |
$312K - $331K
|
44.1K
$9.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-2.27K- 8.62% |
$315K - $334K
|
24K
$5.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.28K- 32.6% |
$317K - $336K
|
4.72K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.37K- 49.88% |
$329K - $349K
|
2.38K
$496K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.43K- 7.06% |
$338K - $358K
|
32K
$6.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2.48K- 34.96% |
$344K - $365K
|
4.61K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-2.49K- 13.3% |
$345K - $366K
|
16.2K
$3.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.53K- 28.18% |
$351K - $372K
|
6.44K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.69K- 17.37% |
$373K - $396K
|
12.8K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.77K- 52.15% |
$385K - $409K
|
2.54K
$531K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.8K- 51.15% |
$389K - $412K
|
2.67K
$558K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.83K- 5.55% |
$393K - $417K
|
48.1K
$10M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.85K- 2.16% |
$395K - $420K
|
129K
$26.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.92K- 8.96% |
$406K - $431K
|
29.7K
$6.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.13K- 23.14% |
$435K - $462K
|
10.4K
$2.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.17K- 12.02% |
$440K - $467K
|
23.2K
$4.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.24K- 21.94% |
$450K - $477K
|
11.5K
$2.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.32K- 13.78% |
$462K - $490K
|
20.8K
$4.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.35K- 6.1% |
$465K - $493K
|
51.5K
$10.8M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.65K- 3.67% |
$507K - $538K
|
95.9K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.77K- 28.63% |
$523K - $555K
|
9.39K
$1.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-3.77K- 30.94% |
$524K - $556K
|
8.42K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.83K- 5.93% |
$532K - $565K
|
60.8K
$12.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.87K- 1.91% |
$537K - $570K
|
198K
$41.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.94K- 2.52% |
$548K - $581K
|
152K
$31.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-4.11K- 8.17% |
$571K - $605K
|
46.2K
$9.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.28K- 8.7% |
$595K - $631K
|
44.9K
$9.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.53K- 20.4% |
$629K - $667K
|
17.7K
$3.69M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.65K- 72.74% |
$646K - $685K
|
1.74K
$364K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-5.13K- 50.24% |
$712K - $755K
|
5.08K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.29K- 4.35% |
$734K - $779K
|
116K
$24.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-5.55K- 57.52% |
$770K - $817K
|
4.1K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.86K- 79.83% |
$814K - $863K
|
1.48K
$309K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.88K- 27.38% |
$817K - $867K
|
15.6K
$3.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.06K- 96.81% |
$842K - $893K
|
200
$41.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.11K- 31.51% |
$849K - $900K
|
13.3K
$2.77M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.34K- 10.71% |
$880K - $934K
|
52.8K
$11M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.4K- 7.96% |
$889K - $944K
|
74K
$15.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.41K- 46.88% |
$890K - $944K
|
7.26K
$1.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-7.19K- 7.12% |
$999K - $1.06M
|
93.7K
$19.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.56K- 30.3% |
$1.05M - $1.11M
|
17.4K
$3.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.77K- 99.91% |
$1.08M - $1.14M
|
7
$1.46K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.55K- 5.86% |
$1.19M - $1.26M
|
137K
$28.7M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.03K- 19.31% |
$1.25M - $1.33M
|
37.7K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.46K- 52.29% |
$1.31M - $1.39M
|
8.63K
$1.8M
|