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 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.8% |
$1.62K - $1.89K
|
1.51K
$357K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.29% |
$1.49K - $1.73K
|
3.83K
$907K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
11+ 0.55% |
$1.49K - $1.73K
|
2.02K
$479K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
11+ 0.49% |
$1.49K - $1.73K
|
2.28K
$540K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
10+ 0.55% |
$1.35K - $1.58K
|
1.82K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.35% |
$1.35K - $1.58K
|
2.85K
$676K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.41% |
$1.22K - $1.42K
|
2.21K
$522K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9+ 56.25% |
$1.22K - $1.42K
|
25
$5.92K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 0.35% |
$948 - $1.1K
|
2K
$475K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.49% |
$948 - $1.1K
|
1.44K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
7+ 7.45% |
$948 - $1.1K
|
101
$23.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.49% |
$948 - $1.1K
|
1.44K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 1.56% |
$812 - $946
|
390
$92.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
4+ 0.06% |
$542 - $631
|
7.06K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4New |
$542 - $631
|
4
$947
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4+ 2.41% |
$542 - $631
|
170
$40.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3New |
$406 - $473
|
3
$710
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.08% |
$406 - $473
|
3.63K
$860K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.31% |
$406 - $473
|
966
$229K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3New |
$406 - $473
|
3
$710
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$406 - $473
|
1.82K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3New |
$406 - $473
|
3
$710
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$271 - $315
|
1.54K
$365K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$271 - $315
|
2
$474
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.95% |
$135 - $158
|
106
$25.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.04% |
$135 - $158
|
2.26K
$535K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.43% |
$135 - $158
|
234
$55.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$135 - $158
|
2.86K
$678K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$135 - $158
|
1.55K
$368K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.33% |
$135 - $158
|
303
$71.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 1.96% |
$135 - $158
|
52
$12.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.02% |
$135 - $158
|
4.01K
$949K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2- 0.08% |
$271 - $315
|
2.59K
$613K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4- 0.22% |
$542 - $631
|
1.85K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5- 1.09% |
$677 - $788
|
452
$107K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 1.45% |
$677 - $788
|
340
$80.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-7- 0.3% |
$948 - $1.1K
|
2.33K
$552K
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-8- 0.33% |
$1.08K - $1.26K
|
2.44K
$577K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-8- 11.11% |
$1.08K - $1.26K
|
64
$15.2K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$1.22K - $1.42K
|
5.4K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-10- 50.0% |
$1.35K - $1.58K
|
10
$2.37K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-11- 78.57% |
$1.49K - $1.73K
|
3
$710
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12- 0.72% |
$1.62K - $1.89K
|
1.65K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-13- 1.43% |
$1.76K - $2.05K
|
897
$212K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-17- 4.61% |
$2.3K - $2.68K
|
352
$83.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-22- 0.92% |
$2.98K - $3.47K
|
2.38K
$563K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-26- 0.45% |
$3.52K - $4.1K
|
5.78K
$1.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-27- 2.89% |
$3.66K - $4.26K
|
908
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-27- 2.89% |
$3.66K - $4.26K
|
908
$215K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-28- 0.95% |
$3.79K - $4.41K
|
2.91K
$690K
|