Purchases and Sales Made in Q2 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 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
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-3.34K
- 41.92%
$435K - $570K
4.63K $967K
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-3.34K
- 41.92%
$435K - $570K
4.63K $967K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.43K
- 26.62%
$447K - $585K
9.46K $1.98M
Aug 08, 2022 Q2 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-3.56K
- 44.22%
$463K - $606K
4.49K $937K
Jul 21, 2022 Q2 2022
Rede Wealth, LLC

SELL
 -
-3.58K
- 52.51%
$466K - $610K
3.24K $676K
Aug 11, 2022 Q2 2022
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-3.67K
- 24.56%
$478K - $625K
11.3K $2.35M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

SELL
 -
-3.73K
- 37.43%
$485K - $635K
6.23K $1.3M
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

SELL
 -
-3.8K
Closed
$495K - $648K
0 $0
Aug 15, 2022 Q2 2022
Fortress Wealth Group, LLC

Orlando, FL
SELL
 -
-3.97K
Closed
$517K - $676K
0 $0
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-4.08K
- 14.05%
$532K - $695K
25K $5.22M
Jul 15, 2022 Q2 2022
Newfound Research LLC

SELL
 -
-4.22K
- 15.83%
$550K - $719K
22.4K $4.68M
Jul 20, 2022 Q2 2022
Monument Capital Management

SELL
 -
-4.37K
- 19.79%
$569K - $745K
17.7K $3.7M
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-4.52K
- 3.54%
$589K - $770K
123K $25.7M
Aug 02, 2022 Q2 2022
E Rn Financial, LLC

SELL
 -
-4.58K
- 27.78%
$596K - $780K
11.9K $2.48M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-4.63K
- 12.19%
$603K - $789K
33.4K $6.97M
Aug 15, 2022 Q2 2022
Stringer Asset Management, LLC

Memphis, TN
SELL
 -
-4.68K
- 18.57%
$609K - $797K
20.5K $4.28M
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-4.79K
Closed
$624K - $816K
0 $0
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-4.8K
- 73.04%
$625K - $818K
1.77K $370K
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

SELL
 -
-4.88K
- 40.32%
$636K - $832K
7.23K $1.51M
Jul 27, 2022 Q2 2022
Founders Financial Securities LLC

SELL
 -
-4.92K
Closed
$641K - $839K
0 $0
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-4.93K
- 12.5%
$642K - $840K
34.5K $7.21M
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

SELL
 -
-5.05K
- 6.29%
$657K - $860K
75.2K $15.7M
Jul 27, 2022 Q2 2022
Detalus Advisors, LLC

SELL
 -
-5.06K
- 7.43%
$659K - $862K
63K $13.2M
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-5.09K
- 7.13%
$662K - $866K
66.2K $13.8M
Jan 19, 2023 Q2 2022
Stephens Consulting, LLC

Flint, MI
SELL
 -
-5.16K
- 65.85%
$672K - $879K
2.68K $559K
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-5.36K
- 7.9%
$698K - $914K
62.5K $13.1M
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-5.42K
Closed
$705K - $923K
0 $0
Aug 10, 2022 Q2 2022
Vicus Capital

State College, PA
SELL
 -
-5.93K
- 39.1%
$773K - $1.01M
9.24K $1.93M
Jul 01, 2022 Q2 2022
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-5.95K
- 3.42%
$774K - $1.01M
168K $35.1M
Jul 28, 2022 Q2 2022
Monumental Financial Group Inc.

SELL
 -
-5.96K
- 13.9%
$777K - $1.02M
36.9K $7.71M
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

SELL
 -
-6.02K
- 20.66%
$784K - $1.03M
23.1K $4.83M
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

SELL
 -
-6.21K
- 9.62%
$809K - $1.06M
58.4K $12.2M
Jul 29, 2022 Q2 2022
Retirement Capital Strategies

SELL
 -
-6.55K
Closed
$853K - $1.12M
0 $0
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

SELL
 -
-6.65K
- 6.95%
$866K - $1.13M
89K $18.6M
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-6.7K
- 8.05%
$872K - $1.14M
76.5K $16M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-6.85K
- 9.67%
$892K - $1.17M
64K $13.4M
Jul 27, 2022 Q2 2022
Madrona Financial Services, LLC

SELL
 -
-6.86K
- 11.8%
$893K - $1.17M
51.3K $10.7M
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-6.95K
- 74.32%
$905K - $1.18M
2.4K $501K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-7.1K
- 79.16%
$925K - $1.21M
1.87K $390K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-7.27K
- 2.79%
$946K - $1.24M
253K $52.8M
Aug 05, 2022 Q2 2022
Bellwether Advisors, LLC

SELL
 -
-7.28K
- 16.63%
$948K - $1.24M
36.5K $7.62M
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

SELL
 -
-7.29K
- 32.46%
$950K - $1.24M
15.2K $3.17M
Jul 13, 2022 Q2 2022
Santori & Peters, Inc.

SELL
 -
-7.35K
- 9.16%
$957K - $1.25M
72.9K $15.2M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

SELL
 -
-7.47K
- 76.63%
$972K - $1.27M
2.28K $475K
Aug 30, 2022 Q2 2022
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-7.47K
- 2.95%
$973K - $1.27M
246K $51.3M
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

SELL
 -
-7.55K
- 18.83%
$984K - $1.29M
32.6K $6.8M
Aug 11, 2022 Q2 2022
Donaldson Capital Management, LLC

Evansville, IN
SELL
 -
-7.56K
- 7.53%
$984K - $1.29M
92.8K $19.4M
Aug 01, 2022 Q2 2022
Us Bancorp \De\

SELL
 -
-7.93K
- 13.63%
$1.03M - $1.35M
50.2K $10.5M
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-8.23K
- 67.15%
$1.07M - $1.4M
4.03K $841K

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