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 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
376
+ 3.46%
$49.3K - $55.5K
11.2K $2.37M
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
368
+ 2.65%
$48.3K - $54.3K
14.2K $3.01M
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
368
+ 3345.45%
$48.3K - $54.3K
379 $80.1K
Nov 01, 2022 Q3 2022
Dopkins Wealth Management, LLC

BUY
 -
367
+ 14.27%
$48.1K - $54.2K
2.94K $621K
Nov 14, 2022 Q3 2022
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
358
+ 3.48%
$47K - $52.9K
10.6K $2.25M
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

BUY
 -
357
+ 1.95%
$46.8K - $52.7K
18.7K $3.95M
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
344
New
$45.1K - $50.8K
344 $72.7K
Nov 03, 2022 Q3 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
340
+ 0.65%
$44.6K - $50.2K
53K $11.2M
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
330
+ 15.7%
$43.3K - $48.7K
2.43K $514K
Nov 07, 2022 Q3 2022
Quantbot Technologies LP

New York, NY
BUY
 -
323
+ 17.94%
$42.4K - $47.7K
2.12K $449K
Nov 10, 2022 Q3 2022
Aspire Private Capital, LLC

BUY
 -
317
+ 22.61%
$41.6K - $46.8K
1.72K $363K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
277
+ 49.64%
$36.3K - $40.9K
835 $176K
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
258
+ 0.97%
$33.8K - $38.1K
26.8K $5.66M
Oct 21, 2022 Q3 2022
Center For Asset Management LLC

BUY
 -
248
+ 3.72%
$32.5K - $36.6K
6.92K $1.46M
Nov 14, 2022 Q3 2022
Snider Financial Group

Bellevue, WA
BUY
 -
226
+ 1.96%
$29.6K - $33.4K
11.8K $2.49M
Nov 16, 2022 Q3 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
221
+ 8.84%
$29K - $32.6K
2.72K $575K
Nov 01, 2022 Q3 2022
Parkside Financial Bank & Trust

BUY
 -
220
+ 1222.22%
$28.9K - $32.5K
238 $50.3K
Nov 01, 2022 Q3 2022
Clearwater Capital Advisors, LLC

BUY
 -
219
+ 8.61%
$28.7K - $32.3K
2.76K $584K
Nov 14, 2022 Q3 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
211
+ 0.4%
$27.7K - $31.2K
53.4K $11.3M
Nov 14, 2022 Q3 2022
Kenfarb & Co.

Ashland, KY
BUY
 -
202
New
$26.5K - $29.8K
202 $42.7K
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
200
+ 2.76%
$26.2K - $29.5K
7.44K $1.57M
Oct 14, 2022 Q3 2022
Diligent Investors, LLC

BUY
 -
200
+ 3.06%
$26.2K - $29.5K
6.74K $1.42M
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
199
+ 1.86%
$26.1K - $29.4K
10.9K $2.31M
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
196
New
$25.7K - $28.9K
196 $41.4K
Nov 10, 2022 Q3 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
194
+ 7.5%
$25.4K - $28.6K
2.78K $588K
Oct 05, 2022 Q3 2022
Centric Wealth Management

BUY
 -
192
+ 8.08%
$25.2K - $28.4K
2.57K $543K
Nov 02, 2022 Q3 2022
Navalign, LLC

BUY
 -
188
+ 0.64%
$24.7K - $27.8K
29.7K $6.28M
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 -
175
New
$23K - $25.8K
175 $37K
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
164
+ 2.01%
$21.5K - $24.2K
8.3K $1.75M
Nov 07, 2022 Q3 2022
Occidental Asset Management, LLC

BUY
 -
154
+ 9.37%
$20.2K - $22.7K
1.8K $380K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
153
+ 69.23%
$20.1K - $22.6K
374 $79K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
152
+ 1.61%
$19.9K - $22.4K
9.62K $2.03M
Nov 10, 2022 Q3 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
139
New
$18.2K - $20.5K
139 $29.4K
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
117
+ 5.2%
$15.3K - $17.3K
2.37K $500K
Oct 14, 2022 Q3 2022
Baker Boyer National Bank

BUY
 -
114
+ 4.19%
$15K - $16.8K
2.84K $600K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
106
New
$13.9K - $15.7K
106 $22.4K
Nov 01, 2022 Q3 2022
Prudent Investors Network, Inc.

Lake Forest, CA
BUY
 -
95
+ 0.07%
$12.5K - $14K
131K $27.7M
Oct 05, 2022 Q3 2022
Hbw Advisory Services LLC

BUY
 -
87
+ 4.26%
$11.4K - $12.8K
2.13K $450K
Oct 20, 2022 Q3 2022
Gds Wealth Management

BUY
 -
78
+ 3.26%
$10.2K - $11.5K
2.47K $522K
Nov 14, 2022 Q3 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 -
72
+ 2.76%
$9.44K - $10.6K
2.68K $567K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
71
New
$9.31K - $10.5K
71 $15K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
71
New
$9.31K - $10.5K
71 $15K
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
57
+ 0.53%
$7.48K - $8.42K
10.8K $2.28M
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
56
+ 32.94%
$7.35K - $8.27K
226 $47.7K
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
52
+ 3.85%
$6.82K - $7.68K
1.4K $297K
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
44
+ 4.64%
$5.77K - $6.5K
992 $210K
Nov 09, 2022 Q3 2022
Sound Financial Strategies Group, LLC

BUY
 -
43
+ 5.85%
$5.64K - $6.35K
778 $164K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
39
+ 2.48%
$5.12K - $5.76K
1.61K $341K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
34
+ 0.29%
$4.46K - $5.02K
11.6K $2.44M

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