Purchases and Sales Made in Q3 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 Q3 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
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.35M
+ 12386.97%
$308M - $347M
2.37M $500M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
479K
+ 9.14%
$62.8M - $70.7M
5.71M $1.21B
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
346K
+ 7.2%
$45.4M - $51.1M
5.15M $1.09B
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
155K
+ 8.15%
$20.3M - $22.8M
2.05M $433M
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
147K
+ 16.11%
$19.3M - $21.7M
1.06M $224M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
122K
+ 4.74%
$16M - $18.1M
2.7M $571M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
103K
+ 8.56%
$13.5M - $15.2M
1.31M $276M
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
94K
+ 20.65%
$12.3M - $13.9M
549K $116M
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
81.5K
+ 8.06%
$10.7M - $12M
1.09M $231M
Oct 20, 2022 Q3 2022
Argi Investment Services, LLC

BUY
 -
74.3K
+ 7.44%
$9.75M - $11M
1.07M $227M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
53.9K
+ 66.63%
$7.08M - $7.97M
135K $28.5M
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
46.8K
+ 506.25%
$6.14M - $6.91M
56.1K $11.8M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
40.8K
+ 317.57%
$5.35M - $6.02M
53.6K $11.3M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
40.5K
New
$5.31M - $5.98M
40.5K $8.55M
Oct 25, 2022 Q3 2022
Tillar Wenstrup Advisors, LLC

BUY
 -
34.9K
+ 67.16%
$4.58M - $5.16M
87K $18.4M
Oct 11, 2022 Q3 2022
Apella Capital, LLC

BUY
 -
34.1K
+ 17.92%
$4.47M - $5.03M
224K $47.4M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
31.4K
+ 272.77%
$4.12M - $4.64M
42.9K $9.07M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
27.8K
+ 29.45%
$3.65M - $4.1M
122K $25.8M
Oct 17, 2022 Q3 2022
One Advisory Partners, LLC

BUY
 -
27.2K
+ 396.37%
$3.57M - $4.02M
34.1K $7.19M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
26.4K
+ 40596.92%
$3.46M - $3.9M
26.5K $5.59M
Oct 11, 2022 Q3 2022
Anderson Hoagland & CO

BUY
 -
23K
+ 68.37%
$3.02M - $3.4M
56.8K $12M
Oct 28, 2022 Q3 2022
Keystone Financial Services

BUY
 -
22.6K
New
$2.97M - $3.34M
22.6K $4.78M
Oct 06, 2022 Q3 2022
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
19.7K
New
$2.58M - $2.91M
19.7K $4.16M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
17.7K
+ 58.9%
$2.32M - $2.61M
47.8K $10.1M
Nov 03, 2022 Q3 2022
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
17.6K
New
$2.31M - $2.6M
17.6K $3.72M
Nov 10, 2022 Q3 2022
Quent Capital, LLC

BUY
 -
15.6K
+ 9.3%
$2.04M - $2.3M
183K $38.6M
Oct 19, 2022 Q3 2022
Armbruster Capital Management, Inc.

BUY
 -
12.6K
+ 6.5%
$1.65M - $1.86M
206K $43.6M
Nov 07, 2022 Q3 2022
Wealth Management Solutions, LLC

BUY
 -
12.2K
+ 9.32%
$1.59M - $1.79M
143K $30.1M
Nov 14, 2022 Q3 2022
Dai Ichi Life Insurance Company, LTD

Tokyo, M0
BUY
 -
12K
+ 27.7%
$1.57M - $1.77M
55.1K $11.6M
Nov 14, 2024 Q3 2022
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
11.2K
+ 12.43%
$1.46M - $1.65M
101K $21.3M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
11K
+ 1.85%
$1.45M - $1.63M
608K $128M
Nov 14, 2022 Q3 2022
Ascent Group, LLC

BUY
 -
10.9K
+ 329.75%
$1.44M - $1.62M
14.3K $3.01M
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
10.7K
+ 3.31%
$1.41M - $1.58M
334K $70.6M
Oct 25, 2022 Q3 2022
Nova R Wealth, Inc.

BUY
 -
10.3K
+ 50.7%
$1.35M - $1.52M
30.7K $6.48M
Nov 14, 2022 Q3 2022
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
10.3K
+ 16.84%
$1.35M - $1.51M
71.2K $15M
Oct 24, 2022 Q3 2022
Clear Creek Financial Management, LLC

BUY
 -
9.35K
+ 16.03%
$1.23M - $1.38M
67.7K $14.3M
Oct 21, 2022 Q3 2022
Trilogy Capital Inc.

BUY
 -
9.34K
+ 3.77%
$1.22M - $1.38M
257K $54.3M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
8.72K
+ 3.45%
$1.14M - $1.29M
262K $55.3M
Oct 03, 2022 Q3 2022
Symmetry Partners, LLC

BUY
 -
8.65K
+ 3.4%
$1.13M - $1.28M
263K $55.6M
Nov 18, 2022 Q3 2022
Seven One Seven Capital Management

Lancaster, PA
BUY
 -
8.44K
+ 53.99%
$1.11M - $1.25M
24.1K $5.08M
Nov 14, 2022 Q3 2022
Amundi

Paris, I0
BUY
 -
7.8K
New
$1.02M - $1.15M
7.8K $1.65M
Oct 21, 2022 Q3 2022
Intelligence Driven Advisers, LLC

BUY
 -
7.73K
+ 4.88%
$1.01M - $1.14M
166K $35.1M
Oct 13, 2022 Q3 2022
Monumental Financial Group Inc.

BUY
 -
7.09K
+ 19.19%
$930K - $1.05M
44K $9.3M
Nov 09, 2022 Q3 2022
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
6.48K
+ 22.34%
$851K - $957K
35.5K $7.5M
Oct 13, 2022 Q3 2022
Tennessee Valley Asset Management Partners

BUY
 -
6.38K
New
$836K - $941K
6.38K $1.35M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
6.21K
+ 7.56%
$814K - $916K
88.3K $18.7M
Nov 09, 2022 Q3 2022
Sanford Advisory Services, LLC

BUY
 -
5.88K
+ 79.41%
$772K - $869K
13.3K $2.81M
Oct 18, 2022 Q3 2022
360 Financial, Inc.

BUY
 -
5.74K
+ 14.87%
$753K - $848K
44.4K $9.37M
Nov 04, 2022 Q3 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
5.46K
New
$716K - $806K
5.46K $1.15M

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