Purchases and Sales Made in Q4 2023 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.33K- 13.31% |
$451K - $525K
|
21.7K
$4.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.39K- 29.59% |
$459K - $534K
|
8.07K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3.39K- 25.44% |
$459K - $535K
|
9.94K
$2.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.41K- 21.86% |
$462K - $538K
|
12.2K
$2.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.84K- 14.82% |
$520K - $605K
|
22.1K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.97K- 46.11% |
$538K - $626K
|
4.64K
$969K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.12K- 16.64% |
$558K - $649K
|
20.6K
$4.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.16K- 58.47% |
$563K - $655K
|
2.95K
$616K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.16K- 13.26% |
$563K - $655K
|
27.2K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.27K- 3.54% |
$577K - $672K
|
116K
$24.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.5K- 77.48% |
$609K - $709K
|
1.31K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-4.55K- 28.1% |
$616K - $718K
|
11.7K
$2.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-4.74K- 77.76% |
$642K - $747K
|
1.36K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.77K- 7.85% |
$646K - $752K
|
56K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.81K- 5.14% |
$652K - $759K
|
88.9K
$18.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 21.13% |
$663K - $772K
|
18.3K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.91K- 7.2% |
$664K - $774K
|
63.3K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.94K- 28.99% |
$669K - $778K
|
12.1K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.27K- 13.97% |
$714K - $831K
|
32.5K
$6.78M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.3K- 10.29% |
$718K - $836K
|
46.2K
$9.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-5.44K- 13.16% |
$737K - $858K
|
35.9K
$7.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.55K- 3.64% |
$751K - $875K
|
147K
$30.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.74K- 74.96% |
$777K - $905K
|
1.92K
$400K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-6.5K- 0.44% |
$880K - $1.02M
|
1.48M
$308M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-6.9K- 41.06% |
$934K - $1.09M
|
9.91K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.09K- 63.99% |
$959K - $1.12M
|
3.99K
$833K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.74K- 47.47% |
$1.05M - $1.22M
|
8.56K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8.55K- 7.36% |
$1.16M - $1.35M
|
108K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9.3K- 89.41% |
$1.26M - $1.47M
|
1.1K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.35K- 95.86% |
$1.27M - $1.47M
|
404
$84.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-9.63K- 18.76% |
$1.3M - $1.52M
|
41.7K
$8.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-9.64K- 7.08% |
$1.31M - $1.52M
|
127K
$26.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-9.66K- 33.18% |
$1.31M - $1.52M
|
19.5K
$4.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-9.78K- 77.32% |
$1.32M - $1.54M
|
2.87K
$599K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.2K- 0.4% |
$1.38M - $1.61M
|
2.55M
$533M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-10.4K- 65.15% |
$1.4M - $1.63M
|
5.55K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11K- 21.19% |
$1.49M - $1.74M
|
41K
$8.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 16.48% |
$1.5M - $1.74M
|
56K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-11.8K- 75.7% |
$1.6M - $1.86M
|
3.79K
$791K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-12K- 29.26% |
$1.63M - $1.9M
|
29.1K
$6.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.1K- 21.03% |
$1.64M - $1.91M
|
45.5K
$9.51M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-12.4K- 31.48% |
$1.68M - $1.96M
|
27.1K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.5K- 19.15% |
$1.83M - $2.13M
|
57.1K
$11.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-14.6K- 5.13% |
$1.97M - $2.3M
|
270K
$56.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.7K- 1.41% |
$1.99M - $2.32M
|
1.03M
$216M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-16.3K- 13.73% |
$2.21M - $2.58M
|
103K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-17.1K- 4.57% |
$2.31M - $2.69M
|
356K
$74.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17.3K- 39.89% |
$2.34M - $2.73M
|
26.1K
$5.45M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-17.6K- 18.4% |
$2.39M - $2.78M
|
78.3K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-18.4K- 13.63% |
$2.49M - $2.9M
|
117K
$24.4M
|