Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Apr 14, 2022 Q1 2022
Monument Capital Management

SELL
 -
-3.98K
- 15.26%
$597K - $724K
22.1K $4.61M
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-4.03K
Closed
$604K - $734K
0 $0
May 11, 2022 Q1 2022
Sound View Wealth Advisors Group, LLC

SELL
 -
-4.04K
- 56.86%
$606K - $735K
3.06K $639K
May 10, 2022 Q1 2022
Ls Investment Advisors, LLC

SELL
 -
-4.18K
- 9.17%
$627K - $762K
41.4K $8.65M
May 03, 2022 Q1 2022
Edge Capital Group, LLC

SELL
 -
-4.4K
- 23.89%
$660K - $801K
14K $2.93M
Apr 18, 2022 Q1 2022
Eagle Capital Management, LLC

SELL
 -
-4.55K
Closed
$683K - $829K
0 $0
May 16, 2022 Q1 2022
Stokes Family Office, LLC

SELL
 -
-4.6K
- 2.49%
$691K - $839K
180K $37.6M
May 02, 2022 Q1 2022
Eagle Strategies LLC

New York, NY
SELL
 -
-4.64K
- 28.37%
$696K - $845K
11.7K $2.45M
Apr 06, 2023 Q1 2022
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-4.65K
- 39.77%
$697K - $846K
7.04K $1.47M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-4.78K
- 4.5%
$717K - $870K
101K $21.2M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-4.88K
- 21.36%
$732K - $889K
18K $3.75M
Apr 15, 2022 Q1 2022
G&S Capital LLC

SELL
 -
-5.05K
Closed
$758K - $920K
0 $0
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-5.13K
- 68.12%
$769K - $934K
2.4K $501K
May 09, 2022 Q1 2022
Vista Capital Partners, Inc.

SELL
 -
-5.16K
- 75.24%
$774K - $940K
1.7K $355K
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-5.49K
- 74.58%
$823K - $1M
1.87K $391K
Apr 20, 2022 Q1 2022
Financial Life Advisors

SELL
 -
-5.5K
- 14.22%
$825K - $1M
33.2K $6.93M
Apr 28, 2022 Q1 2022
Act Advisors, Llc.

SELL
 -
-5.61K
- 2.87%
$841K - $1.02M
190K $39.6M
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-5.72K
- 16.44%
$858K - $1.04M
29.1K $6.07M
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

SELL
 -
-5.74K
- 16.45%
$861K - $1.05M
29.1K $6.08M
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

SELL
 -
-5.75K
- 8.19%
$862K - $1.05M
64.4K $13.5M
Apr 21, 2022 Q1 2022
First Heartland Consultants, Inc.

SELL
 -
-5.9K
Closed
$885K - $1.07M
0 $0
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

SELL
 -
-6.04K
Closed
$906K - $1.1M
0 $0
May 02, 2022 Q1 2022
Patton Albertson Miller Group, LLC

SELL
 -
-6.23K
- 21.72%
$935K - $1.14M
22.5K $4.69M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

SELL
 -
-6.26K
- 35.22%
$940K - $1.14M
11.5K $2.41M
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-6.27K
Closed
$941K - $1.14M
0 $0
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-7.22K
- 83.38%
$1.08M - $1.32M
1.44K $301K
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-7.33K
- 81.4%
$1.1M - $1.34M
1.68K $350K
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
SELL
 -
-7.37K
- 8.62%
$1.11M - $1.34M
78.2K $16.3M
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-7.9K
- 65.87%
$1.19M - $1.44M
4.09K $855K
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-8.2K
- 6.03%
$1.23M - $1.49M
128K $26.7M
Apr 12, 2022 Q1 2022
Stonnington Group, LLC

SELL
 -
-8.46K
Closed
$1.27M - $1.54M
0 $0
Apr 05, 2022 Q1 2022
Centric Wealth Management

SELL
 -
-8.54K
- 78.27%
$1.28M - $1.56M
2.37K $495K
May 11, 2022 Q1 2022
Us Bancorp \De\

SELL
 -
-9.06K
- 13.48%
$1.36M - $1.65M
58.2K $12.1M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

SELL
 -
-9.24K
- 48.67%
$1.39M - $1.68M
9.74K $2.03M
Nov 17, 2023 Q1 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-9.47K
- 66.4%
$1.42M - $1.72M
4.79K $1M
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

SELL
 -
-9.72K
- 13.08%
$1.46M - $1.77M
64.6K $13.5M
May 06, 2022 Q1 2022
Sheaff Brock Investment Advisors, LLC

SELL
 -
-10.1K
- 55.44%
$1.51M - $1.84M
8.1K $1.69M
May 05, 2022 Q1 2022
Sound Financial Strategies Group, LLC

SELL
 -
-10.1K
- 93.24%
$1.51M - $1.84M
732 $153K
Apr 12, 2022 Q1 2022
Market Street Wealth Management Advisors LLC

SELL
 -
-11.1K
Closed
$1.67M - $2.03M
0 $0
May 04, 2022 Q1 2022
Newfound Research LLC

SELL
 -
-11.2K
- 29.61%
$1.68M - $2.04M
26.7K $5.57M
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-11.2K
Closed
$1.68M - $2.04M
0 $0
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-11.3K
- 79.19%
$1.7M - $2.07M
2.98K $623K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-11.7K
- 48.64%
$1.76M - $2.14M
12.4K $2.59M
May 16, 2022 Q1 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-11.9K
- 10.53%
$1.79M - $2.17M
101K $21.2M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-12.3K
- 9.22%
$1.84M - $2.24M
121K $25.2M
Apr 19, 2022 Q1 2022
Burt Wealth Advisors

SELL
 -
-12.3K
- 7.28%
$1.85M - $2.24M
157K $32.7M
May 13, 2022 Q1 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-12.4K
Closed
$1.86M - $2.26M
0 $0
May 04, 2022 Q1 2022
Fortress Wealth Management, Inc.

SELL
 -
-13.2K
- 21.8%
$1.98M - $2.41M
47.4K $9.91M
May 16, 2022 Q1 2022
Requisite Capital Management, LLC

SELL
 -
-13.7K
- 8.33%
$2.05M - $2.49M
150K $31.4M

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