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
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.03K+ 3.52% |
$155K - $188K
|
30.4K
$6.42M
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
966+ 2.46% |
$145K - $176K
|
40.2K
$8.49M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
942+ 6.56% |
$141K - $172K
|
15.3K
$3.23M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
912+ 13.35% |
$137K - $166K
|
7.75K
$1.64M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
861+ 10.62% |
$129K - $157K
|
8.97K
$1.9M
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
857+ 5.52% |
$129K - $156K
|
16.4K
$3.46M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
840New |
$126K - $153K
|
840
$177K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
828+ 89.8% |
$124K - $151K
|
1.75K
$370K
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
828+ 19.99% |
$124K - $151K
|
4.97K
$1.05M
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
791+ 7.93% |
$119K - $144K
|
10.8K
$2.27M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
711+ 26.1% |
$107K - $130K
|
3.44K
$726K
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
710+ 18.2% |
$107K - $129K
|
4.61K
$974K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
631+ 14.35% |
$94.7K - $115K
|
5.03K
$1.06M
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
630+ 1.21% |
$94.5K - $115K
|
52.6K
$11.1M
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
621+ 7.66% |
$93.2K - $113K
|
8.73K
$1.84M
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
615+ 12.07% |
$92.3K - $112K
|
5.71K
$1.21M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
614+ 2.42% |
$92.1K - $112K
|
26K
$5.5M
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
582+ 4.06% |
$87.3K - $106K
|
14.9K
$3.15M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
573+ 2.94% |
$86K - $104K
|
20.1K
$4.24M
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
567+ 3.9% |
$85.1K - $103K
|
15.1K
$3.19M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
515+ 12.98% |
$77.3K - $93.8K
|
4.48K
$947K
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
496+ 1.52% |
$74.4K - $90.4K
|
33.1K
$6.98M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
473+ 17.25% |
$71K - $86.2K
|
3.22K
$679K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
463+ 63.51% |
$69.5K - $84.4K
|
1.19K
$252K
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
457+ 1.31% |
$68.6K - $83.3K
|
35.4K
$7.49M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
434+ 2.61% |
$65.1K - $79.1K
|
17.1K
$3.61M
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
404+ 0.77% |
$60.6K - $73.6K
|
52.6K
$11.1M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
359+ 13.11% |
$53.9K - $65.4K
|
3.1K
$654K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
348+ 31.81% |
$52.2K - $63.4K
|
1.44K
$305K
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
330New |
$49.5K - $60.1K
|
330
$69.7K
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
329+ 1.91% |
$49.4K - $59.9K
|
17.6K
$3.71M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
319+ 23.9% |
$47.9K - $58.1K
|
1.65K
$349K
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
318+ 0.66% |
$47.7K - $57.9K
|
48.6K
$10.3M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
293+ 30.81% |
$44K - $53.4K
|
1.24K
$263K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
280+ 9.77% |
$42K - $51K
|
3.15K
$665K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
267+ 534.0% |
$40.1K - $48.7K
|
317
$67K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
267+ 534.0% |
$40.1K - $48.7K
|
317
$67K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
256+ 7.42% |
$38.4K - $46.6K
|
3.7K
$783K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
250+ 1.5% |
$37.5K - $45.6K
|
17K
$3.59M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
249+ 76.15% |
$37.4K - $45.4K
|
576
$122K
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
246+ 0.56% |
$36.9K - $44.8K
|
44.1K
$9.31M
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
BUY
|
- |
239+ 2.77% |
$35.9K - $43.5K
|
8.86K
$1.87M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
235New |
$35.3K - $42.8K
|
235
$49.6K
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
227+ 4.58% |
$34.1K - $41.4K
|
5.18K
$1.09M
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
224+ 3.0% |
$33.6K - $40.8K
|
7.7K
$1.63M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
219+ 1.62% |
$32.9K - $39.9K
|
13.7K
$2.9M
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
203New |
$30.5K - $37K
|
203
$42.9K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
200+ 7.18% |
$30K - $36.4K
|
2.99K
$631K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
179New |
$26.9K - $32.6K
|
179
$37.8K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
178+ 2.28% |
$26.7K - $32.4K
|
7.97K
$1.68M
|