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 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-13.8KClosed |
$2.07M - $2.51M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.3K- 60.53% |
$2.15M - $2.61M
|
9.35K
$1.98M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-14.5KClosed |
$2.17M - $2.63M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.5K- 13.17% |
$2.18M - $2.65M
|
95.8K
$20.2M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-14.9KClosed |
$2.24M - $2.71M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-15.2KClosed |
$2.27M - $2.76M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 1.47% |
$2.29M - $2.78M
|
1.02M
$216M
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-15.7K- 16.63% |
$2.36M - $2.86M
|
78.8K
$16.7M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-15.9KClosed |
$2.38M - $2.89M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.2K- 32.32% |
$2.43M - $2.95M
|
33.9K
$7.15M
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-16.8K- 44.09% |
$2.53M - $3.07M
|
21.3K
$4.51M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-17.5K- 34.85% |
$2.63M - $3.19M
|
32.7K
$6.92M
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-17.8K- 77.2% |
$2.67M - $3.25M
|
5.26K
$1.11M
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-17.9K- 29.48% |
$2.68M - $3.25M
|
42.7K
$9.02M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.9K- 78.46% |
$2.69M - $3.27M
|
4.92K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-18.3K- 18.56% |
$2.75M - $3.33M
|
80.3K
$17M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18.4K- 40.3% |
$2.77M - $3.36M
|
27.3K
$5.77M
|
|
|
May 13, 2022
Q1 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-18.9K- 25.12% |
$2.84M - $3.45M
|
56.5K
$11.9M
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-19.1KClosed |
$2.86M - $3.47M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-19.7KClosed |
$2.96M - $3.59M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20.2KClosed |
$3.04M - $3.69M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-20.4K- 16.04% |
$3.06M - $3.71M
|
107K
$22.5M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.8K- 14.48% |
$3.12M - $3.79M
|
123K
$25.9M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.1K- 64.63% |
$3.16M - $3.84M
|
11.5K
$2.44M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-21.6K- 94.59% |
$3.24M - $3.93M
|
1.23K
$261K
|
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-22K- 11.52% |
$3.3M - $4M
|
169K
$35.7M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-22.1K- 4.49% |
$3.32M - $4.03M
|
471K
$99.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.6K- 29.72% |
$3.39M - $4.12M
|
53.5K
$11.3M
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-23.2K- 3.6% |
$3.48M - $4.23M
|
622K
$131M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-25.1K- 94.35% |
$3.77M - $4.58M
|
1.51K
$318K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.1K- 8.79% |
$3.77M - $4.58M
|
261K
$55.1M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.3K- 15.98% |
$3.94M - $4.79M
|
138K
$29.2M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27.4K- 7.93% |
$4.12M - $5M
|
319K
$67.3M
|
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-29.1KClosed |
$4.36M - $5.29M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-29.2KClosed |
$4.38M - $5.31M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-30K- 73.02% |
$4.5M - $5.47M
|
11.1K
$2.34M
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-31.4KClosed |
$4.71M - $5.72M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-32.3KClosed |
$4.84M - $5.88M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-33.2KClosed |
$4.99M - $6.06M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-33.7K- 35.31% |
$5.06M - $6.14M
|
61.8K
$13M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-34.6K- 76.73% |
$5.19M - $6.3M
|
10.5K
$2.22M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-35K- 52.98% |
$5.26M - $6.38M
|
31.1K
$6.57M
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-35.7K- 61.5% |
$5.36M - $6.51M
|
22.4K
$4.73M
|
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-35.8K- 11.36% |
$5.37M - $6.52M
|
279K
$59M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.3K- 7.38% |
$5.59M - $6.79M
|
467K
$98.8M
|
|
|
May 16, 2022
Q1 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-38.2K- 42.8% |
$5.74M - $6.97M
|
51.1K
$10.8M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-39.6K- 20.88% |
$5.94M - $7.21M
|
150K
$31.7M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-40.5K- 37.35% |
$6.07M - $7.37M
|
67.9K
$14.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-40.9K- 15.73% |
$6.14M - $7.45M
|
219K
$46.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-42.6K- 42.26% |
$6.39M - $7.75M
|
58.1K
$12.3M
|