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 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27New |
$3.52K - $4.6K
|
27
$5.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
26+ 1.17% |
$3.39K - $4.43K
|
2.25K
$475K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26New |
$3.39K - $4.43K
|
26
$5.49K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
24+ 5.71% |
$3.13K - $4.09K
|
444
$93.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20New |
$2.61K - $3.41K
|
20
$4.23K
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
19+ 20.43% |
$2.47K - $3.24K
|
112
$23.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19New |
$2.47K - $3.24K
|
19
$4.01K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18New |
$2.34K - $3.07K
|
18
$3.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 30.0% |
$2.34K - $3.07K
|
78
$16.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
15New |
$1.95K - $2.56K
|
15
$3.17K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15New |
$1.95K - $2.56K
|
15
$3.17K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
15+ 0.37% |
$1.95K - $2.56K
|
4.09K
$863K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
15+ 0.37% |
$1.95K - $2.56K
|
4.03K
$850K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
12+ 7.59% |
$1.56K - $2.04K
|
170
$35.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.21% |
$1.43K - $1.87K
|
5.25K
$1.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10+ 0.26% |
$1.3K - $1.7K
|
3.88K
$820K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10+ 100.0% |
$1.3K - $1.7K
|
20
$4.23K
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10+ 0.26% |
$1.3K - $1.7K
|
3.8K
$802K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 1.69% |
$1.17K - $1.53K
|
543
$115K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
7+ 0.3% |
$912 - $1.19K
|
2.38K
$502K
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6+ 0.29% |
$782 - $1.02K
|
2.07K
$437K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.23% |
$651 - $852
|
2.16K
$457K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
5+ 0.33% |
$651 - $852
|
1.52K
$320K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5+ 0.25% |
$651 - $852
|
1.97K
$417K
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
5+ 0.32% |
$651 - $852
|
1.59K
$336K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$521 - $682
|
1.35K
$286K
|
|
|
Jul 25, 2022
Q2 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3+ 0.41% |
$391 - $511
|
735
$155K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.25% |
$261 - $341
|
812
$172K
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.02% |
$261 - $341
|
8.84K
$1.87M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 22.22% |
$261 - $341
|
11
$2.32K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2New |
$261 - $341
|
2
$423
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1+ 0.02% |
$130 - $170
|
6.39K
$1.35M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$130 - $170
|
1.53K
$324K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.66% |
$130 - $170
|
153
$32.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.1% |
$130 - $170
|
1.03K
$217K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.03% |
$130 - $170
|
3.78K
$798K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.34% |
$130 - $170
|
295
$62.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1- 0.06% |
$130 - $170
|
1.55K
$327K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$130 - $170
|
2.34K
$495K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1Closed |
$130 - $170
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3Closed |
$391 - $511
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.06% |
$521 - $682
|
6.68K
$1.41M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5Closed |
$651 - $852
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-7- 0.04% |
$912 - $1.19K
|
19.6K
$4.14M
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-10- 0.09% |
$1.3K - $1.7K
|
10.7K
$2.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-10- 0.6% |
$1.3K - $1.7K
|
1.64K
$347K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 10.58% |
$1.43K - $1.87K
|
93
$19.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-11- 0.35% |
$1.43K - $1.87K
|
3.16K
$667K
|
|
|
Aug 11, 2022
Q2 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-12- 0.05% |
$1.56K - $2.04K
|
24.7K
$5.22M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13Closed |
$1.69K - $2.22K
|
0
$0
|