Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.45M+ 16372.26% |
$517M - $628M
|
3.47M
$733M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.65M+ 9398.52% |
$247M - $300M
|
1.66M
$352M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
730K+ 371.02% |
$110M - $133M
|
927K
$196M
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
451KNew |
$67.7M - $82.2M
|
451K
$95.3M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
276K+ 9.41% |
$41.5M - $50.3M
|
3.21M
$679M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
216K+ 129.87% |
$32.5M - $39.4M
|
383K
$80.9M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
188K+ 8.96% |
$28.2M - $34.2M
|
2.28M
$483M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 3.41% |
$18.7M - $22.8M
|
3.78M
$799M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
115K+ 11.24% |
$17.2M - $20.9M
|
1.14M
$240M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
113K+ 293.68% |
$17M - $20.7M
|
152K
$32.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
98.9K+ 7.61% |
$14.8M - $18M
|
1.4M
$295M
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
97.3K+ 5.89% |
$14.6M - $17.7M
|
1.75M
$370M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
90.9K+ 60.6% |
$13.6M - $16.6M
|
241K
$50.9M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
90.3KNew |
$13.5M - $16.5M
|
90.3K
$19.1M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
86.1K+ 3.48% |
$12.9M - $15.7M
|
2.56M
$540M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
83.2KNew |
$12.5M - $15.2M
|
83.2K
$17.6M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
81.6K+ 127.58% |
$12.2M - $14.9M
|
145K
$30.7M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80.3K+ 11.33% |
$12.1M - $14.6M
|
789K
$167M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
79.5K+ 118.86% |
$11.9M - $14.5M
|
146K
$30.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74.9K+ 4.58% |
$11.2M - $13.7M
|
1.71M
$362M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74.4KNew |
$11.2M - $13.6M
|
74.4K
$15.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
71.8K+ 9.64% |
$10.8M - $13.1M
|
817K
$173M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
67.7KNew |
$10.2M - $12.3M
|
67.7K
$14.3M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.6K+ 19.93% |
$9.55M - $11.6M
|
383K
$80.8M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
62K+ 9.2% |
$9.3M - $11.3M
|
736K
$155M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
59.8K+ 6.35% |
$8.98M - $10.9M
|
1M
$212M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59.1K+ 287.86% |
$8.87M - $10.8M
|
79.6K
$16.8M
|
|
|
Aug 29, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
58.7KNew |
$8.81M - $10.7M
|
58.7K
$12.4M
|
|
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
58.7KNew |
$8.81M - $10.7M
|
58.7K
$12.4M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53K+ 1362.39% |
$7.95M - $9.66M
|
56.9K
$12M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52K+ 16.12% |
$7.81M - $9.48M
|
375K
$79.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50.8K+ 42.36% |
$7.63M - $9.26M
|
171K
$36.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
41.6K+ 63.03% |
$6.24M - $7.57M
|
108K
$22.7M
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
41K+ 22.28% |
$6.15M - $7.46M
|
225K
$47.5M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
33K+ 2278.83% |
$4.96M - $6.02M
|
34.5K
$7.29M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
31.5K+ 28.04% |
$4.72M - $5.74M
|
144K
$30.4M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.5K+ 9.38% |
$4.28M - $5.2M
|
333K
$70.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.7K+ 43.69% |
$3.85M - $4.68M
|
84.4K
$17.8M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23K+ 2149.06% |
$3.44M - $4.18M
|
24K
$5.07M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
21.1K+ 111.54% |
$3.16M - $3.84M
|
40K
$8.44M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
18.3K+ 92.79% |
$2.75M - $3.34M
|
38.1K
$8.05M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
16.7K+ 73.43% |
$2.51M - $3.04M
|
39.4K
$8.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
16.5KNew |
$2.48M - $3.01M
|
16.5K
$3.49M
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
16.4K+ 4.1% |
$2.46M - $2.99M
|
416K
$88M
|
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.9K+ 57.07% |
$2.39M - $2.9M
|
43.7K
$9.24M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.4KNew |
$2.17M - $2.63M
|
14.4K
$3.05M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.4K+ 18.36% |
$2.16M - $2.62M
|
92.7K
$19.6M
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 23.0% |
$2.03M - $2.47M
|
72.4K
$15.3M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
12.3KNew |
$1.84M - $2.24M
|
12.3K
$2.59M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12K+ 39.32% |
$1.81M - $2.19M
|
42.6K
$9M
|