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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.1KClosed |
$166K - $201K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.11KClosed |
$166K - $202K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.11KClosed |
$167K - $203K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.12KClosed |
$168K - $204K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
$169K - $206K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.14K- 6.51% |
$172K - $208K
|
16.4K
$3.43M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.16K- 21.03% |
$175K - $212K
|
4.37K
$913K
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.17KClosed |
$175K - $213K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.2K- 2.17% |
$180K - $219K
|
54.1K
$11.3M
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.21KClosed |
$181K - $220K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.21K- 1.75% |
$182K - $221K
|
68.1K
$14.2M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.24K- 38.2% |
$186K - $226K
|
2.01K
$419K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.26KClosed |
$190K - $230K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.27KClosed |
$190K - $230K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.27KClosed |
$191K - $232K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1.29K- 23.29% |
$193K - $235K
|
4.24K
$885K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.29K- 7.36% |
$193K - $235K
|
16.2K
$3.39M
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
SELL
|
- |
-1.3KClosed |
$195K - $237K
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.31K- 15.09% |
$196K - $239K
|
7.37K
$1.54M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.31KClosed |
$197K - $239K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.33K- 4.01% |
$200K - $242K
|
31.9K
$6.65M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.34K- 9.38% |
$200K - $243K
|
12.9K
$2.69M
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.34K- 37.68% |
$201K - $244K
|
2.21K
$462K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 10.82% |
$205K - $249K
|
11.3K
$2.35M
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.37K- 5.19% |
$206K - $250K
|
25.1K
$5.24M
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.37KClosed |
$206K - $250K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-1.38KClosed |
$206K - $251K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.39KClosed |
$208K - $252K
|
0
$0
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.41K- 4.35% |
$211K - $257K
|
31K
$6.47M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 9.32% |
$213K - $258K
|
13.8K
$2.88M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.42K- 14.38% |
$213K - $259K
|
8.47K
$1.77M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.43KClosed |
$215K - $261K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.44K- 10.6% |
$216K - $262K
|
12.1K
$2.53M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.44K- 15.15% |
$216K - $262K
|
8.05K
$1.68M
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.52KClosed |
$228K - $277K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.53KClosed |
$229K - $278K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.55KClosed |
$232K - $282K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.56KClosed |
$234K - $284K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.61K- 66.16% |
$242K - $294K
|
825
$172K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.65K- 7.04% |
$248K - $301K
|
21.8K
$4.55M
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.69KClosed |
$253K - $307K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.71K- 11.11% |
$257K - $312K
|
13.7K
$2.86M
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.71KClosed |
$257K - $312K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.72K- 2.49% |
$257K - $312K
|
67.2K
$14M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.72K- 9.84% |
$258K - $313K
|
15.8K
$3.29M
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.73K- 13.63% |
$260K - $316K
|
11K
$2.29M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.78K- 29.27% |
$267K - $324K
|
4.3K
$898K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.78K- 21.34% |
$267K - $325K
|
6.57K
$1.37M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.83K- 18.4% |
$275K - $334K
|
8.12K
$1.7M
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-1.84KClosed |
$276K - $335K
|
0
$0
|