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 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.5K
+ 32.32%
$196K - $221K
6.13K $1.29M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
1.39K
+ 0.37%
$182K - $205K
380K $80.3M
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
1.3K
New
$170K - $192K
1.3K $274K
Oct 24, 2022 Q3 2022
Shufro Rose & CO LLC

BUY
 -
1.3K
+ 25.49%
$170K - $191K
6.38K $1.35M
Nov 14, 2022 Q3 2022
Hsbc Holdings PLC

London, X0
BUY
 -
1.18K
+ 6.79%
$155K - $174K
18.5K $3.91M
Oct 12, 2022 Q3 2022
Teamwork Financial Advisors, LLC

BUY
 -
1.17K
+ 50.85%
$154K - $173K
3.48K $735K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.17K
New
$153K - $173K
1.17K $247K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
1.17K
+ 5.78%
$153K - $172K
21.3K $4.51M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
1.12K
+ 59.66%
$146K - $165K
2.98K $630K
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.03K
+ 1.67%
$135K - $152K
62.5K $13.2M
Oct 10, 2024 Q3 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
991
+ 115.5%
$130K - $146K
1.85K $391K
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
929
+ 1191.03%
$122K - $137K
1.01K $213K
Nov 04, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
875
+ 53.65%
$115K - $129K
2.51K $529K
Oct 31, 2022 Q3 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
851
+ 2.05%
$112K - $126K
42.5K $8.97M
Nov 14, 2022 Q3 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
840
+ 14.82%
$110K - $124K
6.51K $1.38M
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
829
+ 29.29%
$109K - $122K
3.66K $773K
Nov 14, 2022 Q3 2022
Stringer Asset Management, LLC

Memphis, TN
BUY
 -
813
+ 3.96%
$107K - $120K
21.3K $4.51M
Oct 13, 2022 Q3 2022
Arq Wealth Advisors, LLC

BUY
 -
795
+ 1.01%
$104K - $117K
79.3K $16.7M
Oct 13, 2022 Q3 2022
Cooper Financial Group

BUY
 -
791
+ 12.0%
$104K - $117K
7.38K $1.56M
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
784
+ 48.19%
$103K - $116K
2.41K $509K
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
782
+ 1.66%
$103K - $115K
48K $10.1M
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

BUY
 -
693
+ 38.04%
$90.9K - $102K
2.52K $531K
Oct 18, 2022 Q3 2022
Kathleen S. Wright Associates Inc.

BUY
 -
674
+ 3.46%
$88.4K - $99.5K
20.2K $4.26M
Nov 07, 2022 Q3 2022
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
640
+ 6.48%
$84K - $94.5K
10.5K $2.22M
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
631
New
$82.8K - $93.2K
631 $133K
Oct 28, 2022 Q3 2022
White Pine Investment CO

BUY
 -
631
+ 6.59%
$82.8K - $93.2K
10.2K $2.15M
Nov 09, 2022 Q3 2022
Regal Wealth Group, Inc.

BUY
 -
608
+ 2.8%
$79.8K - $89.8K
22.3K $4.71M
Nov 03, 2022 Q3 2022
Bryant Woods Investment Advisors, LLC

BUY
 -
607
+ 1.51%
$79.6K - $89.6K
40.9K $8.63M
Oct 12, 2022 Q3 2022
First Citizens Financial Corp

BUY
 -
596
+ 18.0%
$78.2K - $88K
3.91K $825K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
595
+ 22.53%
$78.1K - $87.9K
3.24K $684K
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

BUY
 -
585
+ 33.95%
$76.7K - $86.4K
2.31K $488K
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
551
+ 15.65%
$72.3K - $81.4K
4.07K $860K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
519
+ 3.2%
$68.1K - $76.6K
16.7K $3.53M
Oct 28, 2022 Q3 2022
Sepio Capital, LP

BUY
 -
518
+ 3.88%
$68K - $76.5K
13.9K $2.93M
Nov 14, 2022 Q3 2022
Tacita Capital Inc

Toronto, A6
BUY
 -
505
+ 1.02%
$66.2K - $74.6K
50.1K $10.6M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
501
+ 13.63%
$65.7K - $74K
4.18K $882K
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
455
+ 33.11%
$59.7K - $67.2K
1.83K $386K
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
455
+ 33.11%
$59.7K - $67.2K
1.83K $386K
Aug 07, 2024 Q3 2022
Abound Wealth Management

Franklin, TN
BUY
 -
441
+ 321.9%
$57.9K - $65.1K
578 $122K
Nov 14, 2022 Q3 2022
Roof Eidam & Maycock

BUY
 -
439
+ 2.09%
$57.6K - $64.8K
21.4K $4.52M
Nov 14, 2022 Q3 2022
Peak Asset Management, LLC

Louisville, CO
BUY
 -
433
+ 3.84%
$56.8K - $63.9K
11.7K $2.47M
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
BUY
 -
431
+ 90.74%
$56.5K - $63.6K
906 $191K
Nov 14, 2022 Q3 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
418
+ 2.82%
$54.8K - $61.7K
15.2K $3.22M
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
413
New
$54.2K - $61K
413 $87.3K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
405
+ 1.51%
$53.1K - $59.8K
27.2K $5.75M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
400
New
$52.5K - $59.1K
400 $84.5K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
397
New
$52.1K - $58.6K
397 $83.9K
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
395
+ 17.14%
$51.8K - $58.3K
2.7K $570K
Nov 14, 2022 Q3 2022
Prudential PLC

London, England, X0
BUY
 -
390
+ 7.77%
$51.2K - $57.6K
5.41K $1.14M

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