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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
9+ 0.24% |
$1.35K - $1.64K
|
3.79K
$800K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 9.47% |
$1.35K - $1.64K
|
104
$22K
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
8+ 0.16% |
$1.2K - $1.46K
|
4.86K
$1.03M
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
8+ 20.0% |
$1.2K - $1.46K
|
48
$10.1K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
7+ 2.49% |
$1.05K - $1.28K
|
288
$60.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
7+ 2.61% |
$1.05K - $1.28K
|
275
$58.1K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6New |
$900 - $1.09K
|
6
$1.27K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5New |
$750 - $911
|
5
$1.06K
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
4+ 0.23% |
$600 - $729
|
1.71K
$362K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4+ 0.24% |
$600 - $729
|
1.66K
$351K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
3+ 0.2% |
$450 - $547
|
1.51K
$319K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3+ 0.24% |
$450 - $547
|
1.23K
$261K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.05% |
$300 - $364
|
3.78K
$798K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.25% |
$300 - $364
|
810
$171K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.19% |
$150 - $182
|
530
$112K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$150 - $182
|
594
$125K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$150 - $182
|
3.26K
$689K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$150 - $182
|
1.97K
$416K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.34% |
$150 - $182
|
294
$62.1K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$150 - $182
|
1
$211
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.08% |
$150 - $182
|
1.26K
$266K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1- 0.08% |
$150 - $182
|
1.28K
$271K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.15% |
$150 - $182
|
685
$145K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4Closed |
$600 - $729
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4- 0.04% |
$600 - $729
|
10.6K
$2.23M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-6Closed |
$900 - $1.09K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6Closed |
$900 - $1.09K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6Closed |
$900 - $1.09K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-10Closed |
$1.5K - $1.82K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12- 13.79% |
$1.8K - $2.19K
|
75
$15.8K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-12- 0.19% |
$1.8K - $2.19K
|
6.38K
$1.35M
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-13- 0.77% |
$1.95K - $2.37K
|
1.67K
$354K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-19Closed |
$2.85K - $3.46K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-19- 0.58% |
$2.85K - $3.46K
|
3.23K
$682K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20Closed |
$3K - $3.64K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22- 1.61% |
$3.3K - $4.01K
|
1.35K
$285K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-22- 1.07% |
$3.3K - $4.01K
|
2.04K
$432K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 36.67% |
$3.3K - $4.01K
|
38
$8.03K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-22Closed |
$3.3K - $4.01K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-24Closed |
$3.6K - $4.37K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 5.03% |
$3.6K - $4.37K
|
453
$95.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-25- 2.05% |
$3.75K - $4.56K
|
1.2K
$253K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-25- 39.68% |
$3.75K - $4.56K
|
38
$8.03K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-26- 2.48% |
$3.9K - $4.74K
|
1.02K
$216K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-27- 2.04% |
$4.05K - $4.92K
|
1.3K
$274K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-30- 0.44% |
$4.5K - $5.47K
|
6.81K
$1.44M
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-33- 1.51% |
$4.95K - $6.01K
|
2.15K
$455K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33- 0.34% |
$4.95K - $6.01K
|
9.66K
$2.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-34- 3.91% |
$5.1K - $6.2K
|
836
$177K
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-37- 0.8% |
$5.55K - $6.74K
|
4.61K
$974K
|