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
Ullmann Wealth Partners Group, LLC

BUY
 -
2.38K
+ 6.5%
$356K - $433K
38.9K $8.22M
May 13, 2022 Q1 2022
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
2.36K
+ 7.99%
$354K - $430K
31.9K $6.74M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
2.34K
New
$352K - $427K
2.34K $495K
Apr 15, 2022 Q1 2022
Baker Boyer National Bank

BUY
 -
2.34K
New
$352K - $427K
2.34K $495K
May 11, 2022 Q1 2022
Redwood Financial Network Corp

BUY
 -
2.3K
New
$345K - $419K
2.3K $485K
May 05, 2022 Q1 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
2.29K
+ 5.99%
$344K - $418K
40.6K $8.58M
Jan 02, 2024 Q1 2022
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
2.28K
+ 10.98%
$343K - $416K
23.1K $4.88M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.28K
+ 83.06%
$341K - $415K
5.01K $1.06M
May 11, 2022 Q1 2022
Empire Life Investments Inc.

BUY
 -
2.24K
+ 27.48%
$336K - $409K
10.4K $2.2M
May 11, 2022 Q1 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
2.16K
+ 9.38%
$324K - $394K
25.2K $5.32M
May 13, 2022 Q1 2022
Merit Financial Group, LLC

BUY
 -
2.08K
+ 73.38%
$312K - $378K
4.91K $1.04M
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.08K
+ 35.19%
$312K - $378K
7.98K $1.68M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.08K
+ 35.19%
$312K - $378K
7.98K $1.68M
Apr 26, 2022 Q1 2022
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
2.07K
New
$310K - $377K
2.07K $437K
May 13, 2022 Q1 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
2.02K
+ 2.06%
$304K - $369K
100K $21.2M
Apr 19, 2022 Q1 2022
Foundations Investment Advisors, LLC

BUY
 -
2.02K
+ 2.53%
$304K - $369K
81.9K $17.3M
May 10, 2022 Q1 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.97K
New
$296K - $359K
1.97K $416K
May 16, 2022 Q1 2022
Quantbot Technologies LP

New York, NY
BUY
 -
1.96K
New
$294K - $357K
1.96K $414K
Apr 27, 2022 Q1 2022
Crewe Advisors LLC

BUY
 -
1.9K
New
$285K - $346K
1.9K $401K
Apr 08, 2022 Q1 2022
Mc Naughton Wealth Management, LLC

BUY
 -
1.9K
+ 3.4%
$285K - $345K
57.7K $12.2M
May 16, 2022 Q1 2022
Peddock Capital Advisors, LLC

BUY
 -
1.88K
+ 35.07%
$282K - $343K
7.24K $1.53M
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
1.87K
New
$280K - $341K
1.87K $395K
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.84K
New
$277K - $336K
1.84K $389K
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.83K
New
$275K - $334K
1.83K $387K
Apr 15, 2022 Q1 2022
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
1.81K
+ 2.8%
$271K - $329K
66.2K $14M
May 05, 2022 Q1 2022
Washington Trust CO

BUY
 -
1.8K
+ 145.75%
$270K - $328K
3.04K $641K
May 20, 2022 Q1 2022
Van Hulzen Asset Management, LLC

BUY
 -
1.8K
+ 3.94%
$270K - $327K
47.4K $10M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
1.67K
+ 22.78%
$250K - $303K
8.98K $1.9M
Apr 25, 2022 Q1 2022
Intelligence Driven Advisers, LLC

BUY
 -
1.62K
+ 1.03%
$243K - $295K
158K $33.5M
Apr 22, 2022 Q1 2022
Alpha Cubed Investments, LLC

BUY
 -
1.59K
New
$239K - $290K
1.59K $337K
Jul 19, 2022 Q1 2022
Peterson Financial Group, Inc.

BUY
 -
1.55K
New
$233K - $282K
1.55K $327K
Apr 29, 2022 Q1 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.55K
+ 1.38%
$232K - $282K
113K $24M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
1.52K
+ 18.08%
$229K - $278K
9.96K $2.1M
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
1.47K
+ 13.59%
$221K - $268K
12.3K $2.6M
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.44K
+ 62.58%
$216K - $262K
3.74K $789K
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
1.42K
+ 4.65%
$214K - $259K
32K $6.77M
Aug 26, 2024 Q1 2022
Peterson Financial Group, Inc.

BUY
 -
1.42K
New
$213K - $258K
1.42K $300K
May 13, 2022 Q1 2022
Stevard, LLC

Chicago, IL
BUY
 -
1.4K
+ 63.73%
$210K - $255K
3.59K $758K
Apr 26, 2022 Q1 2022
Diligent Investors, LLC

BUY
 -
1.31K
+ 26.25%
$196K - $238K
6.28K $1.33M
May 12, 2022 Q1 2022
Quantinno Capital Management LP

New York, NY
BUY
 -
1.3K
New
$195K - $237K
1.3K $275K
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
1.27K
+ 3.51%
$191K - $232K
37.5K $7.92M
Apr 11, 2022 Q1 2022
360 Financial, Inc.

BUY
 -
1.25K
+ 3.37%
$188K - $228K
38.5K $8.12M
May 12, 2022 Q1 2022
Bison Wealth, LLC

BUY
 -
1.23K
New
$185K - $224K
1.23K $260K
Apr 19, 2022 Q1 2022
Sanchez Wealth Management Group

BUY
 -
1.23K
+ 1.79%
$184K - $224K
69.7K $14.7M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
1.15K
+ 1.84%
$173K - $210K
63.7K $13.5M
Apr 18, 2022 Q1 2022
First Citizens Financial Corp

BUY
 -
1.12K
+ 43.59%
$168K - $204K
3.69K $779K
May 12, 2022 Q1 2022
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
1.12K
+ 14.07%
$168K - $204K
9.07K $1.92M
May 03, 2022 Q1 2022
Fort Washington Investment Advisors Inc

BUY
 -
1.08K
+ 33.93%
$162K - $197K
4.26K $900K
May 03, 2023 Q1 2022
Kilter Howling LLC

Boulder, CO
BUY
 -
1.06K
+ 2.23%
$159K - $193K
48.5K $10.3M

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