Purchases and Sales Made in Q2 2022 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.02M+ 891.7% |
$524M - $685M
|
4.47M
$945M
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4M+ 888.05% |
$521M - $682M
|
4.45M
$941M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.59M+ 49.52% |
$207M - $271M
|
4.8M
$1.01B
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45M+ 38.42% |
$189M - $248M
|
5.24M
$1.11B
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
912KNew |
$119M - $155M
|
912K
$193M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
184K+ 10.73% |
$23.9M - $31.3M
|
1.9M
$400M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
138K+ 3839.65% |
$17.9M - $23.5M
|
141K
$29.8M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
72.2K+ 18.87% |
$9.41M - $12.3M
|
455K
$96.1M
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
69KNew |
$8.99M - $11.8M
|
69K
$14.6M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
68.2K+ 6.0% |
$8.88M - $11.6M
|
1.2M
$255M
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
64.7KNew |
$8.42M - $11M
|
64.7K
$13.7M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
61.4K+ 90.71% |
$8M - $10.5M
|
129K
$27.3M
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
59.7K+ 3.41% |
$7.77M - $10.2M
|
1.81M
$382M
|
|
Nov 29, 2022
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
59.1KNew |
$7.7M - $10.1M
|
59.1K
$12.5M
|
|
Oct 30, 2023
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
59.1KNew |
$7.7M - $10.1M
|
59.1K
$12.5M
|
|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
50.1KNew |
$6.53M - $8.54M
|
50.1K
$10.6M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
46.5K+ 32.35% |
$6.06M - $7.92M
|
190K
$40.2M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
43.9K+ 396.08% |
$5.72M - $7.48M
|
55K
$11.6M
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
40.1K+ 44.43% |
$5.22M - $6.84M
|
130K
$27.5M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.1K+ 362.98% |
$4.96M - $6.49M
|
48.6K
$10.3M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
36.8K+ 96.65% |
$4.8M - $6.28M
|
75K
$15.8M
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
34.6KNew |
$4.5M - $5.89M
|
34.6K
$7.3M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
34.5K+ 101373.53% |
$4.49M - $5.87M
|
34.5K
$7.29M
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
30.5KNew |
$3.97M - $5.19M
|
30.5K
$6.43M
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
29.9K+ 13.31% |
$3.9M - $5.1M
|
255K
$53.8M
|
|
Sep 14, 2022
Q2 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
24.2K+ 22.67% |
$3.15M - $4.12M
|
131K
$27.6M
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
23KNew |
$3M - $3.92M
|
23K
$4.86M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.6K+ 42.35% |
$2.95M - $3.86M
|
76.1K
$16.1M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.4K+ 85.47% |
$2.92M - $3.81M
|
48.6K
$10.3M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
20.9K+ 14.28% |
$2.72M - $3.56M
|
167K
$35.4M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.3K+ 0.79% |
$2.65M - $3.46M
|
2.58M
$545M
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
17.9K+ 11.5% |
$2.33M - $3.04M
|
173K
$36.6M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.4K+ 19.45% |
$2M - $2.62M
|
94.4K
$19.9M
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.4K+ 13.55% |
$2M - $2.62M
|
129K
$27.2M
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
BUY
|
- |
13K+ 8.27% |
$1.69M - $2.21M
|
170K
$35.9M
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.9K+ 6.94% |
$1.54M - $2.02M
|
183K
$38.6M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.5KNew |
$1.5M - $1.96M
|
11.5K
$2.43M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.3K+ 11.11% |
$1.47M - $1.92M
|
113K
$23.8M
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
9.84K+ 12.32% |
$1.28M - $1.68M
|
89.7K
$19M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.27KNew |
$1.21M - $1.58M
|
9.27K
$1.96M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.51K+ 4.6% |
$1.11M - $1.45M
|
194K
$40.9M
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
8.35K+ 20.91% |
$1.09M - $1.42M
|
48.3K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
7.91K+ 38.53% |
$1.03M - $1.35M
|
28.4K
$6.01M
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.89K+ 22.26% |
$1.03M - $1.34M
|
43.3K
$9.16M
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
BUY
|
- |
7.77K+ 23.43% |
$1.01M - $1.32M
|
40.9K
$8.65M
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
7.44K+ 52.09% |
$969K - $1.27M
|
21.7K
$4.59M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
7.41KNew |
$965K - $1.26M
|
7.41K
$1.56M
|
|
Aug 12, 2022
Q2 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
7.37K+ 7.89% |
$959K - $1.25M
|
101K
$21.3M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.16K+ 14.59% |
$933K - $1.22M
|
56.2K
$11.9M
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
6.86KNew |
$894K - $1.17M
|
6.86K
$1.45M
|