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 |
---|---|---|---|---|---|---|---|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.69K- 8.29% |
$221K - $288K
|
18.7K
$3.91M
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.71KClosed |
$223K - $292K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.72K- 6.47% |
$224K - $293K
|
24.8K
$5.19M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.83KClosed |
$239K - $312K
|
0
$0
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.86KClosed |
$242K - $316K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-1.87K- 40.46% |
$244K - $319K
|
2.76K
$575K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.91K- 26.56% |
$249K - $325K
|
5.28K
$1.1M
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.93KClosed |
$251K - $328K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.95K- 4.57% |
$253K - $332K
|
40.7K
$8.49M
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.96K- 39.53% |
$256K - $335K
|
3.01K
$628K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.97K- 15.51% |
$256K - $335K
|
10.7K
$2.24M
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.97KClosed |
$257K - $336K
|
0
$0
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.97KClosed |
$257K - $336K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.97K- 16.85% |
$257K - $336K
|
9.74K
$2.03M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-1.98K- 9.89% |
$258K - $337K
|
18K
$3.77M
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.01K- 37.25% |
$261K - $342K
|
3.38K
$705K
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.04KClosed |
$266K - $348K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.05K- 6.42% |
$267K - $349K
|
29.9K
$6.23M
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.05KClosed |
$268K - $350K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-2.07KClosed |
$270K - $353K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.1KClosed |
$274K - $358K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.11KClosed |
$275K - $360K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.15K- 27.43% |
$280K - $366K
|
5.68K
$1.19M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.17K- 11.41% |
$283K - $370K
|
16.9K
$3.52M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.18K- 0.22% |
$283K - $371K
|
999K
$209M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.18K- 13.82% |
$284K - $371K
|
13.6K
$2.84M
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.23KClosed |
$290K - $380K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.32K- 2.75% |
$302K - $395K
|
82.1K
$17.1M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.35K- 29.79% |
$305K - $400K
|
5.53K
$1.15M
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.4KClosed |
$312K - $409K
|
0
$0
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.42K- 13.49% |
$316K - $413K
|
15.5K
$3.25M
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.5K- 18.55% |
$326K - $426K
|
11K
$2.29M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.65K- 53.67% |
$345K - $452K
|
2.29K
$478K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.66K- 32.21% |
$346K - $453K
|
5.6K
$1.17M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.72K- 15.77% |
$354K - $463K
|
14.5K
$3.03M
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.74K- 61.37% |
$356K - $466K
|
1.72K
$360K
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.77KClosed |
$361K - $472K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.85K- 2.98% |
$371K - $486K
|
92.9K
$19.4M
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-2.89KClosed |
$377K - $493K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.92KClosed |
$381K - $498K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.97KClosed |
$386K - $506K
|
0
$0
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.97K- 9.59% |
$387K - $506K
|
28K
$5.85M
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-2.97K- 16.11% |
$387K - $506K
|
15.5K
$3.23M
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.97K- 16.71% |
$387K - $507K
|
14.8K
$3.1M
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.02K- 37.21% |
$393K - $515K
|
5.1K
$1.06M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.05K- 22.12% |
$397K - $520K
|
10.7K
$2.24M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.07K- 4.13% |
$400K - $524K
|
71.3K
$14.9M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.15KClosed |
$410K - $536K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.25K- 21.97% |
$423K - $553K
|
11.5K
$2.41M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.26K- 6.45% |
$424K - $555K
|
47.2K
$9.86M
|