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 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.85KClosed |
$278K - $337K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.89K- 25.97% |
$283K - $344K
|
5.38K
$1.12M
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.89KClosed |
$284K - $345K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.91K- 37.55% |
$286K - $348K
|
3.17K
$663K
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.92K- 47.71% |
$288K - $349K
|
2.1K
$439K
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.92KClosed |
$288K - $350K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.92KClosed |
$289K - $350K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.96KClosed |
$294K - $357K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.99K- 4.72% |
$298K - $362K
|
40.1K
$8.38M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.99K- 28.7% |
$298K - $362K
|
4.94K
$1.03M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.02KClosed |
$303K - $368K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-2.1KClosed |
$315K - $383K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.11K- 27.92% |
$316K - $384K
|
5.44K
$1.14M
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.11K- 94.07% |
$317K - $385K
|
133
$27.8K
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.17KClosed |
$325K - $395K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.18K- 62.9% |
$328K - $398K
|
1.29K
$269K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.2KClosed |
$331K - $402K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.23KClosed |
$334K - $406K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.25K- 52.69% |
$338K - $410K
|
2.02K
$422K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.35K- 27.39% |
$353K - $428K
|
6.23K
$1.3M
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.43K- 23.64% |
$364K - $442K
|
7.84K
$1.64M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.45KClosed |
$368K - $446K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.46KClosed |
$369K - $448K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.48K- 7.32% |
$371K - $451K
|
31.3K
$6.54M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.57K- 27.29% |
$385K - $467K
|
6.83K
$1.43M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-2.6K- 92.86% |
$390K - $474K
|
200
$41.8K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-2.69K- 6.87% |
$403K - $490K
|
36.4K
$7.61M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-2.7K- 11.89% |
$405K - $492K
|
20K
$4.18M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.75K- 45.2% |
$412K - $501K
|
3.33K
$696K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.93KClosed |
$439K - $533K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.94K- 2.94% |
$441K - $536K
|
97.2K
$20.3M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.95K- 34.36% |
$443K - $538K
|
5.64K
$1.18M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.01K- 13.64% |
$451K - $548K
|
19K
$3.98M
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-3.08K- 29.14% |
$463K - $562K
|
7.5K
$1.57M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.1KClosed |
$465K - $565K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.11KClosed |
$466K - $566K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.17K- 38.95% |
$476K - $578K
|
4.97K
$1.04M
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-3.26KClosed |
$489K - $594K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.31K- 3.85% |
$497K - $604K
|
82.8K
$17.3M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.31K- 8.02% |
$497K - $604K
|
38K
$7.94M
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.33K- 67.63% |
$499K - $606K
|
1.59K
$333K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.35KClosed |
$503K - $611K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-3.4K- 10.91% |
$510K - $619K
|
27.7K
$5.79M
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.44K- 72.38% |
$517K - $627K
|
1.31K
$274K
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-3.68KClosed |
$552K - $671K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 40.35% |
$556K - $675K
|
5.47K
$1.14M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.78K- 12.6% |
$567K - $688K
|
26.2K
$5.47M
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.84K- 56.81% |
$577K - $700K
|
2.92K
$610K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.87K- 19.57% |
$581K - $705K
|
15.9K
$3.32M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.87K- 18.29% |
$581K - $706K
|
17.3K
$3.61M
|