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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
156+ 6.89% |
$21.1K - $24.6K
|
2.42K
$508K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
155New |
$21K - $24.4K
|
155
$32.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
152+ 3.8% |
$20.6K - $24K
|
4.16K
$871K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
148+ 2.97% |
$20K - $23.3K
|
5.13K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
141+ 29.87% |
$19.1K - $22.2K
|
613
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
133+ 1.15% |
$18K - $21K
|
11.7K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
121+ 5.27% |
$16.4K - $19.1K
|
2.42K
$507K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
119+ 0.34% |
$16.1K - $18.8K
|
35.6K
$7.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
117New |
$15.8K - $18.4K
|
117
$24.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
115+ 359.38% |
$15.6K - $18.1K
|
147
$30.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
104+ 0.94% |
$14.1K - $16.4K
|
11.2K
$2.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
100+ 5.38% |
$13.5K - $15.8K
|
1.96K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97+ 3.68% |
$13.1K - $15.3K
|
2.73K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
91+ 2.81% |
$12.3K - $14.3K
|
3.33K
$697K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 1.41% |
$11.8K - $13.7K
|
6.25K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
87New |
$11.8K - $13.7K
|
87
$18.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
86New |
$11.6K - $13.6K
|
86
$18K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
85+ 3.0% |
$11.5K - $13.4K
|
2.92K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
85+ 14.76% |
$11.5K - $13.4K
|
661
$139K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81+ 213.16% |
$11K - $12.8K
|
119
$25K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
80+ 6.62% |
$10.8K - $12.6K
|
1.29K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
63+ 3.92% |
$8.53K - $9.93K
|
1.67K
$350K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
60+ 3000.0% |
$8.12K - $9.46K
|
62
$13K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
60New |
$8.12K - $9.46K
|
60
$12.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
57New |
$7.72K - $8.98K
|
57
$12K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
50+ 0.87% |
$6.77K - $7.88K
|
5.83K
$1.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
49+ 1.29% |
$6.63K - $7.72K
|
3.85K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
45New |
$6.09K - $7.09K
|
45
$9.44K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45New |
$6.09K - $7.09K
|
45
$9.44K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
44+ 2.83% |
$5.96K - $6.94K
|
1.6K
$336K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
43+ 2.08% |
$5.82K - $6.78K
|
2.11K
$442K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
38+ 0.57% |
$5.14K - $5.99K
|
6.69K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
32New |
$4.33K - $5.04K
|
32
$6.71K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
32+ 2.2% |
$4.33K - $5.04K
|
1.49K
$312K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
32New |
$4.33K - $5.04K
|
32
$6.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 0.41% |
$4.06K - $4.73K
|
7.35K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
27+ 450.0% |
$3.66K - $4.26K
|
33
$6.92K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
25+ 0.26% |
$3.38K - $3.94K
|
9.64K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 5.54% |
$3.11K - $3.63K
|
438
$91.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
22+ 1.03% |
$2.98K - $3.47K
|
2.16K
$453K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
21+ 1.05% |
$2.84K - $3.31K
|
2.03K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16+ 0.44% |
$2.17K - $2.52K
|
3.62K
$758K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
15+ 0.67% |
$2.03K - $2.36K
|
2.27K
$476K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
14+ 0.43% |
$1.9K - $2.21K
|
3.31K
$694K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
13New |
$1.76K - $2.05K
|
13
$2.73K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13+ 0.97% |
$1.76K - $2.05K
|
1.36K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
12+ 0.36% |
$1.62K - $1.89K
|
3.35K
$703K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.8% |
$1.62K - $1.89K
|
1.51K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
11+ 0.55% |
$1.49K - $1.73K
|
2.02K
$424K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.29% |
$1.49K - $1.73K
|
3.83K
$804K
|