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 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-40.5K- 39.08% |
$5.27M - $6.9M
|
63.1K
$13.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-49.8K- 78.22% |
$6.49M - $8.49M
|
13.9K
$2.93M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-53K- 35.36% |
$6.9M - $9.03M
|
96.9K
$20.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54.7K- 6.38% |
$7.12M - $9.32M
|
802K
$169M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-55.5K- 7.54% |
$7.23M - $9.45M
|
680K
$144M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-56.4K- 64.39% |
$7.35M - $9.62M
|
31.2K
$6.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-58.7KClosed |
$7.65M - $10M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-59.1K- 9.51% |
$7.7M - $10.1M
|
563K
$119M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.3K- 16.45% |
$8.12M - $10.6M
|
316K
$66.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-62.7K- 93.26% |
$8.17M - $10.7M
|
4.53K
$957K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-63.1K- 9.76% |
$8.22M - $10.8M
|
583K
$123M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-63.6K- 13.6% |
$8.28M - $10.8M
|
404K
$85.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-64.9K- 6.79% |
$8.46M - $11.1M
|
891K
$188M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-66.2KClosed |
$8.63M - $11.3M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-73.9K- 94.65% |
$9.62M - $12.6M
|
4.18K
$882K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-77.8K- 41.08% |
$10.1M - $13.3M
|
112K
$23.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-78K- 7.64% |
$10.2M - $13.3M
|
944K
$199M
|
|
|
Jul 15, 2022
Q2 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-87K- 98.14% |
$11.3M - $14.8M
|
1.65K
$348K
|
|
|
Jul 11, 2022
Q2 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-89.8K- 32.17% |
$11.7M - $15.3M
|
189K
$40M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93K- 24.3% |
$12.1M - $15.8M
|
290K
$61.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-101KClosed |
$13.2M - $17.3M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-111K- 13.26% |
$14.5M - $18.9M
|
726K
$153M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-119K- 8.54% |
$15.6M - $20.3M
|
1.28M
$270M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-122K- 80.23% |
$15.9M - $20.8M
|
30.1K
$6.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-148K- 98.03% |
$19.2M - $25.1M
|
2.97K
$628K
|
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-160K- 94.63% |
$20.8M - $27.2M
|
9.06K
$1.91M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-188K- 8.22% |
$24.5M - $32M
|
2.1M
$443M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-188K- 8.22% |
$24.5M - $32M
|
2.1M
$443M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-198K- 90.15% |
$25.7M - $33.7M
|
21.6K
$4.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-205K- 16.87% |
$26.7M - $34.9M
|
1.01M
$213M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-257KClosed |
$33.5M - $43.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-266K- 30.5% |
$34.7M - $45.4M
|
607K
$128M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-310K- 13.9% |
$40.4M - $52.8M
|
1.92M
$405M
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-382K- 91.69% |
$49.7M - $65.1M
|
34.6K
$7.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-697K- 75.25% |
$90.8M - $119M
|
229K
$48.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-750K- 95.0% |
$97.7M - $128M
|
39.5K
$8.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-808K- 98.95% |
$105M - $138M
|
8.6K
$1.82M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.45M- 99.45% |
$449M - $588M
|
19K
$4M
|