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 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.87K+ 0.31% |
$244K - $319K
|
597K
$126M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.85KNew |
$241K - $315K
|
1.85K
$390K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.69K+ 23.13% |
$220K - $288K
|
9.01K
$1.9M
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.67K+ 1.42% |
$217K - $284K
|
119K
$25.2M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.63KNew |
$212K - $277K
|
1.63K
$344K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.57KNew |
$204K - $267K
|
1.57K
$331K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.5K+ 16.68% |
$195K - $255K
|
10.5K
$2.21M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.47KNew |
$192K - $251K
|
1.47K
$311K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
1.47K+ 4.02% |
$191K - $250K
|
37.9K
$8.01M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.44K+ 18.56% |
$187K - $245K
|
9.18K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.37K+ 0.38% |
$179K - $234K
|
367K
$77.5M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.35K+ 5.14% |
$175K - $229K
|
27.5K
$5.82M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.28K+ 0.4% |
$167K - $219K
|
320K
$67.6M
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.28K+ 4.6% |
$166K - $218K
|
29K
$6.13M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.24K+ 0.39% |
$162K - $212K
|
323K
$68.3M
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.24K+ 2.55% |
$162K - $211K
|
49.9K
$10.5M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 667.6% |
$156K - $204K
|
1.37K
$290K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.2K+ 667.6% |
$156K - $204K
|
1.37K
$290K
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.19K+ 15.88% |
$155K - $203K
|
8.69K
$1.84M
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.15K+ 21.0% |
$150K - $196K
|
6.64K
$1.4M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.11KNew |
$144K - $189K
|
1.11K
$234K
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.04K+ 2.19% |
$135K - $177K
|
48.4K
$10.2M
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.01K+ 2.49% |
$132K - $172K
|
41.6K
$8.79M
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
967+ 1.39% |
$126K - $165K
|
70.7K
$14.9M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
925+ 1.52% |
$120K - $158K
|
61.6K
$13M
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
846+ 1.72% |
$110K - $144K
|
50K
$10.6M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
845+ 2.64% |
$110K - $144K
|
32.9K
$6.94M
|
|
Aug 02, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
843+ 7.83% |
$110K - $144K
|
11.6K
$2.45M
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
808+ 8.91% |
$105K - $138K
|
9.87K
$2.09M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
713+ 303.4% |
$92.9K - $121K
|
948
$200K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
712+ 7.12% |
$92.7K - $121K
|
10.7K
$2.26M
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
BUY
|
- |
708+ 7.99% |
$92.2K - $121K
|
9.57K
$2.02M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
653New |
$85.1K - $111K
|
653
$138K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
622+ 18.67% |
$81K - $106K
|
3.95K
$835K
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
577+ 5.26% |
$75.2K - $98.3K
|
11.5K
$2.44M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
557+ 42.39% |
$72.5K - $94.9K
|
1.87K
$395K
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
538+ 2.33% |
$70.1K - $91.7K
|
23.6K
$4.99M
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
529+ 3.5% |
$68.9K - $90.1K
|
15.6K
$3.31M
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
522+ 0.99% |
$68K - $88.9K
|
53.1K
$11.2M
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
506+ 8.21% |
$65.9K - $86.2K
|
6.67K
$1.41M
|
|
Aug 03, 2022
Q2 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
500+ 4.81% |
$65.1K - $85.2K
|
10.9K
$2.3M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
490+ 15.82% |
$63.8K - $83.5K
|
3.59K
$758K
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
474+ 2.39% |
$61.7K - $80.8K
|
20.3K
$4.3M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
459+ 2.25% |
$59.8K - $78.2K
|
20.9K
$4.41M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
459+ 2.25% |
$59.8K - $78.2K
|
20.9K
$4.41M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
417+ 295.74% |
$54.3K - $71.1K
|
558
$118K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
416New |
$54.2K - $70.9K
|
416
$87.9K
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
399+ 6.88% |
$52K - $68K
|
6.2K
$1.31M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
398New |
$51.8K - $67.8K
|
398
$84.1K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
392+ 286.13% |
$51.1K - $66.8K
|
529
$112K
|