Purchases and Sales Made in Q3 2022 in Ishares Msci Usa Momentum Fact (MTUM)
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 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-33- 1.05% |
$4.33K - $4.87K
|
3.1K
$654K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-36- 13.58% |
$4.72K - $5.32K
|
229
$48.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-38- 23.03% |
$4.98K - $5.61K
|
127
$26.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-40- 1.06% |
$5.25K - $5.91K
|
3.74K
$789K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-44- 1.01% |
$5.77K - $6.5K
|
4.33K
$914K
|
|
|
Nov 14, 2022
Q3 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-46- 0.19% |
$6.03K - $6.79K
|
24.7K
$5.21M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-48- 0.83% |
$6.3K - $7.09K
|
5.74K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-56- 1.17% |
$7.35K - $8.27K
|
4.72K
$997K
|
|
|
Nov 09, 2022
Q3 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-60- 1.19% |
$7.87K - $8.86K
|
4.99K
$1.05M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-62- 69.66% |
$8.13K - $9.16K
|
27
$5.7K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-62- 0.33% |
$8.13K - $9.16K
|
18.7K
$3.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-64- 48.48% |
$8.4K - $9.45K
|
68
$14.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-66- 16.92% |
$8.66K - $9.75K
|
324
$68.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-72- 2.05% |
$9.44K - $10.6K
|
3.45K
$728K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-81- 2.18% |
$10.6K - $12K
|
3.63K
$768K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-83- 4.15% |
$10.9K - $12.3K
|
1.92K
$405K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-86- 1.64% |
$11.3K - $12.7K
|
5.16K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-86- 3.15% |
$11.3K - $12.7K
|
2.64K
$558K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-87- 4.12% |
$11.4K - $12.8K
|
2.02K
$427K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-90- 4.71% |
$11.8K - $13.3K
|
1.82K
$385K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-98- 3.51% |
$12.9K - $14.5K
|
2.69K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-104- 18.18% |
$13.6K - $15.4K
|
468
$98.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-113- 11.19% |
$14.8K - $16.7K
|
897
$190K
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-113- 2.81% |
$14.8K - $16.7K
|
3.91K
$826K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-132- 3.91% |
$17.3K - $19.5K
|
3.25K
$686K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-133- 8.65% |
$17.4K - $19.6K
|
1.4K
$297K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-141- 4.0% |
$18.5K - $20.8K
|
3.39K
$715K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-146- 3.98% |
$19.2K - $21.6K
|
3.52K
$744K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-147- 0.7% |
$19.3K - $21.7K
|
20.7K
$4.37M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-147- 0.7% |
$19.3K - $21.7K
|
20.7K
$4.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-154- 5.86% |
$20.2K - $22.7K
|
2.47K
$523K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-155- 2.46% |
$20.3K - $22.9K
|
6.16K
$1.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-160- 1.09% |
$21K - $23.6K
|
14.5K
$3.05M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-164- 7.35% |
$21.5K - $24.2K
|
2.07K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-166- 9.37% |
$21.8K - $24.5K
|
1.61K
$339K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-169- 6.32% |
$22.2K - $25K
|
2.51K
$530K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-178- 7.64% |
$23.4K - $26.3K
|
2.15K
$455K
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-179- 41.44% |
$23.5K - $26.4K
|
253
$53.4K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-181- 1.52% |
$23.7K - $26.7K
|
11.7K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-192- 6.44% |
$25.2K - $28.4K
|
2.79K
$589K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-200- 10.93% |
$26.2K - $29.5K
|
1.63K
$344K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-201- 5.61% |
$26.4K - $29.7K
|
3.38K
$715K
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
SELL
|
- |
-202- 1.59% |
$26.5K - $29.8K
|
12.5K
$2.65M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-217- 69.77% |
$28.5K - $32K
|
94
$19.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-220- 6.13% |
$28.9K - $32.5K
|
3.37K
$712K
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-221- 5.21% |
$29K - $32.6K
|
4.02K
$849K
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-224- 12.41% |
$29.4K - $33.1K
|
1.58K
$334K
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-226- 13.73% |
$29.6K - $33.4K
|
1.42K
$300K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-232- 9.66% |
$30.4K - $34.3K
|
2.17K
$458K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-233- 10.56% |
$30.6K - $34.4K
|
1.97K
$417K
|