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
Nov 09, 2022 Q3 2022
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
5.46K
+ 6.56%
$716K - $806K
88.7K $18.7M
Nov 14, 2022 Q3 2022
J. Goldman & CO LP

New York, NY
BUY
 -
5.17K
+ 18.16%
$678K - $763K
33.6K $7.1M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.88K
+ 7.63%
$641K - $721K
68.9K $14.5M
Nov 10, 2022 Q3 2022
Stokes Family Office, LLC

BUY
 -
4.71K
+ 3.02%
$617K - $695K
160K $33.9M
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

BUY
 -
4.69K
+ 18.9%
$616K - $693K
29.5K $6.24M
Oct 13, 2022 Q3 2022
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
4.6K
+ 1.87%
$603K - $679K
250K $52.9M
Oct 27, 2022 Q3 2022
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
4.41K
+ 28.91%
$579K - $651K
19.7K $4.15M
Nov 14, 2022 Q3 2022
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
4.39K
+ 4.36%
$575K - $648K
105K $22.2M
Nov 07, 2022 Q3 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
4.36K
New
$572K - $644K
4.36K $922K
Nov 09, 2022 Q3 2022
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
4.32K
+ 6.75%
$567K - $638K
68.3K $14.4M
Nov 10, 2022 Q3 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
4.2K
+ 6.09%
$551K - $621K
73.2K $15.5M
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
4.1K
+ 8.26%
$538K - $606K
53.8K $11.4M
Oct 19, 2022 Q3 2022
Cfo4 Life Group, LLC

BUY
 -
3.94K
+ 3.3%
$517K - $582K
123K $26M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.87K
+ 1.63%
$507K - $571K
241K $50.9M
Oct 13, 2022 Q3 2022
Unison Advisors LLC

BUY
 -
3.84K
+ 31.63%
$504K - $568K
16K $3.38M
Nov 03, 2022 Q3 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
3.66K
New
$480K - $540K
3.66K $773K
Oct 14, 2022 Q3 2022
Cypress Wealth Services, LLC

BUY
 -
3.56K
+ 71.32%
$466K - $525K
8.54K $1.8M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
3.54K
+ 10.27%
$465K - $523K
38K $8.04M
Oct 13, 2022 Q3 2022
Foster Group, Inc.

BUY
 -
3.49K
+ 7.23%
$458K - $516K
51.8K $10.9M
Oct 21, 2022 Q3 2022
Straight Path Wealth Management

BUY
 -
3.32K
+ 11.5%
$436K - $490K
32.2K $6.8M
Oct 13, 2022 Q3 2022
Trinity Wealth Management, LLC

BUY
 -
3.21K
+ 3.95%
$421K - $474K
84.6K $17.9M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
3.15K
+ 49.39%
$413K - $464K
9.51K $2.01M
Oct 14, 2022 Q3 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
3.11K
New
$408K - $460K
3.11K $658K
Nov 14, 2022 Q3 2022
Haverford Trust CO

Radnor, PA
BUY
 -
3.01K
+ 8.87%
$395K - $444K
36.9K $7.8M
Apr 24, 2023 Q3 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
2.95K
New
$387K - $436K
2.95K $623K
Oct 27, 2022 Q3 2022
4 J Wealth Management LLC

BUY
 -
2.93K
New
$384K - $433K
2.93K $619K
Nov 14, 2022 Q3 2022
Empire Life Investments Inc.

BUY
 -
2.9K
+ 26.61%
$380K - $428K
13.8K $2.92M
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
2.89K
New
$380K - $427K
2.89K $611K
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
2.88K
New
$378K - $425K
2.88K $609K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
2.72K
+ 116.01%
$357K - $401K
5.06K $1.07M
Oct 31, 2022 Q3 2022
Valeo Financial Advisors, LLC

BUY
 -
2.64K
+ 58.81%
$346K - $389K
7.12K $1.5M
Oct 18, 2022 Q3 2022
Apeiron Ria LLC

BUY
 -
2.63K
New
$346K - $389K
2.63K $556K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
2.34K
+ 2.63%
$307K - $346K
91.3K $19.3M
Nov 07, 2022 Q3 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
2.27K
+ 1.76%
$298K - $335K
131K $27.7M
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
2.26K
New
$297K - $334K
2.26K $478K
Oct 20, 2022 Q3 2022
Girard Partners Ltd.

BUY
 -
2.19K
New
$288K - $324K
2.19K $463K
Oct 25, 2022 Q3 2022
Texas Permanent School Fund

Austin, TX
BUY
 -
2.14K
New
$281K - $316K
2.14K $452K
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
2.06K
New
$270K - $303K
2.06K $434K
Oct 05, 2022 Q3 2022
Stonehearth Capital Management, LLC

BUY
 -
1.97K
+ 2.09%
$258K - $291K
96.3K $20.3M
Nov 07, 2022 Q3 2022
Members Trust CO

BUY
 -
1.92K
New
$252K - $284K
1.92K $406K
Nov 04, 2022 Q3 2022
Glenview Trust CO

Louisville, KY
BUY
 -
1.86K
+ 1.84%
$244K - $275K
103K $21.7M
Nov 14, 2022 Q3 2022
Verition Fund Management LLC

Greenwich, CT
BUY
 -
1.84K
+ 7.98%
$241K - $271K
24.8K $5.25M
Sep 06, 2024 Q3 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
1.75K
New
$229K - $258K
1.75K $369K
Nov 14, 2022 Q3 2022
Trexquant Investment LP

Stamford, CT
BUY
 -
1.73K
New
$227K - $256K
1.73K $366K
Oct 27, 2022 Q3 2022
Oakwell Private Wealth Management, LLC

BUY
 -
1.68K
+ 23.66%
$221K - $249K
8.8K $1.86M
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.64K
New
$216K - $243K
1.64K $347K
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.63K
+ 4.0%
$213K - $240K
42.3K $8.94M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.5K
+ 4.18%
$197K - $222K
37.4K $7.91M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.5K
+ 32.32%
$196K - $221K
6.13K $1.29M

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