Purchases and Sales Made in Q4 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 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 13, 2024 Q4 2023
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
1.39K
New
$188K - $219K
1.39K $292K
Jan 18, 2024 Q4 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
1.39K
New
$188K - $218K
1.39K $290K
Jan 05, 2024 Q4 2023
Capital Investment Advisors, LLC

BUY
 -
1.37K
New
$185K - $216K
1.37K $287K
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.35K
New
$182K - $212K
1.35K $282K
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.32K
New
$179K - $208K
1.32K $277K
Feb 14, 2024 Q4 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
1.3K
New
$176K - $205K
1.3K $273K
Feb 12, 2024 Q4 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
1.28K
New
$173K - $202K
1.28K $269K
Feb 06, 2024 Q4 2023
Peddock Capital Advisors, LLC

BUY
 -
1.22K
+ 14.34%
$164K - $192K
9.69K $2.03M
Feb 05, 2024 Q4 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
1.18K
+ 42.5%
$160K - $187K
3.97K $833K
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
1.13K
+ 3.11%
$153K - $178K
37.4K $7.85M
Jan 19, 2024 Q4 2023
Unison Advisors LLC

BUY
 -
763
+ 4.03%
$103K - $120K
19.7K $4.13M
Feb 09, 2024 Q4 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
756
+ 0.57%
$102K - $119K
133K $27.9M
Feb 05, 2024 Q4 2023
Alpha Cubed Investments, LLC

BUY
 -
738
+ 41.39%
$99.9K - $116K
2.52K $529K
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
737
+ 45.47%
$99.8K - $116K
2.36K $495K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
719
New
$97.3K - $113K
719 $151K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
605
+ 1.64%
$81.9K - $95.4K
37.5K $7.86M
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
565
+ 50.63%
$76.5K - $89.1K
1.68K $353K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
474
New
$64.2K - $74.7K
474 $99.4K
Feb 13, 2024 Q4 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
469
+ 1.82%
$63.5K - $73.9K
26.2K $5.49M
Feb 13, 2024 Q4 2023
Security National Bank

BUY
 -
445
New
$60.2K - $70.1K
445 $93.3K
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
420
+ 5.17%
$56.9K - $66.2K
8.54K $1.79M
Jan 11, 2024 Q4 2023
Brookstone Capital Management

BUY
 -
376
+ 10.3%
$50.9K - $59.3K
4.03K $845K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
358
New
$48.5K - $56.4K
358 $75.1K
Mar 04, 2024 Q4 2023
Richardson Financial Services Inc.

Medway, MA
BUY
 -
358
New
$48.5K - $56.4K
358 $75.1K
Feb 14, 2024 Q4 2023
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
344
New
$46.6K - $54.2K
344 $72.2K
Jan 10, 2024 Q4 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
343
+ 1.15%
$46.4K - $54.1K
30.2K $6.34M
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

BUY
 -
334
+ 6.44%
$45.2K - $52.6K
5.52K $1.16M
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
317
+ 3.09%
$42.9K - $50K
10.6K $2.22M
Jan 24, 2024 Q4 2023
Cfo4 Life Group, LLC

BUY
 -
310
+ 0.25%
$42K - $48.9K
123K $25.7M
Feb 13, 2024 Q4 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
300
+ 2.35%
$40.6K - $47.3K
13.1K $2.74M
Feb 14, 2024 Q4 2023
Family Management Corp

New York, NY
BUY
 -
296
+ 10.97%
$40.1K - $46.7K
2.99K $628K
Feb 02, 2024 Q4 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
293
+ 4.18%
$39.7K - $46.2K
7.3K $1.53M
Jan 24, 2024 Q4 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
260
+ 5.63%
$35.2K - $41K
4.88K $1.02M
Feb 13, 2024 Q4 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
257
+ 8.48%
$34.8K - $40.5K
3.29K $689K
May 10, 2024 Q4 2023
V2 Financial Group LLC

Naperville, IL
BUY
 -
256
+ 7.09%
$34.7K - $40.4K
3.87K $811K
May 09, 2024 Q4 2023
V2 Financial Group LLC

Naperville, IL
BUY
 -
256
+ 7.09%
$34.7K - $40.4K
3.87K $811K
Feb 13, 2024 Q4 2023
Northern Trust Corp

Chicago, IL
BUY
 -
251
+ 10.59%
$34K - $39.6K
2.62K $550K
Jan 30, 2024 Q4 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
248
+ 4.18%
$33.6K - $39.1K
6.18K $1.3M
Jan 19, 2024 Q4 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
248
+ 2.07%
$33.6K - $39.1K
12.2K $2.56M
Feb 12, 2024 Q4 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
245
+ 2.03%
$33.2K - $38.6K
12.3K $2.59M
Feb 14, 2024 Q4 2023
Marshall Wace, LLP

London, X0
BUY
 -
240
+ 1.56%
$32.5K - $37.8K
15.6K $3.28M
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
214
New
$29K - $33.7K
214 $44.9K
Jan 17, 2024 Q4 2023
Professional Financial Advisors, LLC

BUY
 -
213
+ 0.86%
$28.8K - $33.6K
25.1K $5.26M
Feb 13, 2024 Q4 2023
Csenge Advisory Group

BUY
 -
199
+ 0.94%
$26.9K - $31.4K
21.3K $4.47M
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
199
New
$26.9K - $31.4K
199 $41.7K
Jan 17, 2024 Q4 2023
Aprio Wealth Management, LLC

BUY
 -
193
+ 12.06%
$26.1K - $30.4K
1.79K $376K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
183
+ 281.54%
$24.8K - $28.8K
248 $52K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
177
New
$24K - $27.9K
177 $37.1K
Jan 11, 2024 Q4 2023
First Citizens Financial Corp

BUY
 -
162
+ 3.38%
$21.9K - $25.5K
4.95K $1.04M

Track Institutional and Insider Activities on MTUM

Follow ISHARES MSCI USA MOMENTUM FACT and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MTUM shares.

Notify only if

Insider Trading

Get notified when an Ishares Msci Usa Momentum Fact insider buys or sells MTUM shares.

Notify only if

News

Receive news related to ISHARES MSCI USA MOMENTUM FACT

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on MTUM