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 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-144- 10.01% |
$18.8K - $24.5K
|
1.3K
$274K
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-145- 0.66% |
$18.9K - $24.7K
|
21.7K
$4.58M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-149Closed |
$19.4K - $25.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-150Closed |
$19.5K - $25.6K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-154Closed |
$20.1K - $26.2K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-158- 8.07% |
$20.6K - $26.9K
|
1.8K
$380K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-164- 12.4% |
$21.4K - $27.9K
|
1.16K
$245K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-167- 52.68% |
$21.8K - $28.5K
|
150
$31.7K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-167- 52.68% |
$21.8K - $28.5K
|
150
$31.7K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-168- 1.99% |
$21.9K - $28.6K
|
8.28K
$1.75M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-177Closed |
$23.1K - $30.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-178- 2.93% |
$23.2K - $30.3K
|
5.9K
$1.25M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-189- 8.22% |
$24.6K - $32.2K
|
2.11K
$446K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-190Closed |
$24.7K - $32.4K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-196- 8.86% |
$25.5K - $33.4K
|
2.02K
$426K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-199- 69.1% |
$25.9K - $33.9K
|
89
$18.8K
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-200- 7.07% |
$26.1K - $34.1K
|
2.63K
$555K
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-200- 0.24% |
$26.1K - $34.1K
|
82.6K
$17.5M
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-203Closed |
$26.4K - $34.6K
|
0
$0
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-210- 5.62% |
$27.4K - $35.8K
|
3.53K
$745K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-241- 3.53% |
$31.4K - $41.1K
|
6.59K
$1.39M
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-241- 5.23% |
$31.4K - $41.1K
|
4.37K
$923K
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-250- 7.74% |
$32.6K - $42.6K
|
2.98K
$630K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-250- 1.47% |
$32.6K - $42.6K
|
16.7K
$3.53M
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-250- 11.9% |
$32.6K - $42.6K
|
1.85K
$391K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-252- 5.75% |
$32.8K - $42.9K
|
4.13K
$872K
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-252- 3.84% |
$32.8K - $42.9K
|
6.31K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-252- 5.58% |
$32.8K - $42.9K
|
4.26K
$900K
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-253- 8.72% |
$33K - $43.1K
|
2.65K
$559K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-259- 5.17% |
$33.7K - $44.1K
|
4.76K
$1M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-272- 8.88% |
$35.4K - $46.3K
|
2.79K
$589K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-275Closed |
$35.8K - $46.9K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-293- 0.98% |
$38.2K - $49.9K
|
29.5K
$6.24M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-299- 10.74% |
$38.9K - $50.9K
|
2.49K
$525K
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-304- 14.41% |
$39.6K - $51.8K
|
1.81K
$381K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-314- 50.24% |
$40.9K - $53.5K
|
311
$65.7K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-325- 6.67% |
$42.3K - $55.4K
|
4.55K
$960K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-336- 2.71% |
$43.8K - $57.3K
|
12.1K
$2.55M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-339- 12.81% |
$44.2K - $57.8K
|
2.31K
$487K
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-346- 3.25% |
$45.1K - $59K
|
10.3K
$2.17M
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-353- 9.11% |
$46K - $60.2K
|
3.52K
$744K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-361- 84.74% |
$47K - $61.5K
|
65
$13.7K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-363- 61.11% |
$47.3K - $61.9K
|
231
$48.8K
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-364- 1.71% |
$47.4K - $62K
|
21K
$4.43M
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-375- 10.17% |
$48.8K - $63.9K
|
3.31K
$699K
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-384- 5.14% |
$50K - $65.4K
|
7.09K
$1.5M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-390- 3.47% |
$50.8K - $66.5K
|
10.9K
$2.29M
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-406- 12.45% |
$52.9K - $69.2K
|
2.85K
$603K
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-406- 14.0% |
$52.9K - $69.2K
|
2.49K
$527K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-409- 12.59% |
$53.3K - $69.7K
|
2.84K
$600K
|