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 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-233- 10.56% |
$30.6K - $34.4K
|
1.97K
$499K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-236- 10.95% |
$31K - $34.9K
|
1.92K
$485K
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-258- 5.2% |
$33.8K - $38.1K
|
4.71K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-260- 11.62% |
$34.1K - $38.4K
|
1.98K
$500K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-275- 3.94% |
$36.1K - $40.6K
|
6.71K
$1.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-282- 3.98% |
$37K - $41.6K
|
6.8K
$1.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-282- 15.7% |
$37K - $41.6K
|
1.51K
$383K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-284- 3.53% |
$37.3K - $41.9K
|
7.77K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-300- 14.54% |
$39.4K - $44.3K
|
1.76K
$446K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-326- 8.1% |
$42.8K - $48.1K
|
3.7K
$935K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-337- 15.79% |
$44.2K - $49.8K
|
1.8K
$454K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-342- 3.7% |
$44.9K - $50.5K
|
8.9K
$2.25M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-347- 4.48% |
$45.5K - $51.2K
|
7.39K
$1.87M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-348- 87.44% |
$45.7K - $51.4K
|
50
$12.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-355- 14.24% |
$46.6K - $52.4K
|
2.14K
$541K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-363- 5.49% |
$47.6K - $53.6K
|
6.25K
$1.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-369- 1.34% |
$48.4K - $54.5K
|
27.2K
$6.87M
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-373- 0.76% |
$48.9K - $55.1K
|
48.4K
$12.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
SELL
|
- |
-380- 1.17% |
$49.8K - $56.1K
|
32K
$8.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-399- 9.96% |
$52.3K - $58.9K
|
3.61K
$912K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-401- 6.04% |
$52.6K - $59.2K
|
6.24K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-407- 6.37% |
$53.4K - $60.1K
|
5.98K
$1.51M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-417- 14.18% |
$54.7K - $61.6K
|
2.52K
$638K
|
|
|
Oct 05, 2022
Q3 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-426- 0.85% |
$55.9K - $62.9K
|
49.7K
$12.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-428- 2.54% |
$56.1K - $63.2K
|
16.4K
$4.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-433- 9.11% |
$56.8K - $63.9K
|
4.32K
$1.09M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-433- 1.3% |
$56.8K - $63.9K
|
32.9K
$8.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-448- 7.02% |
$58.8K - $66.2K
|
5.94K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-450- 1.51% |
$59K - $66.5K
|
29.4K
$7.44M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-456- 14.09% |
$59.8K - $67.3K
|
2.78K
$703K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-458- 4.37% |
$60.1K - $67.6K
|
10K
$2.54M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-479- 8.44% |
$62.8K - $70.7K
|
5.2K
$1.31M
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-480- 1.55% |
$63K - $70.9K
|
30.6K
$7.73M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-489- 7.0% |
$64.1K - $72.2K
|
6.49K
$1.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-520- 0.42% |
$68.2K - $76.8K
|
123K
$31M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-539- 2.28% |
$70.7K - $79.6K
|
23.1K
$5.84M
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-542- 1.25% |
$71.1K - $80K
|
42.8K
$10.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-554- 1.14% |
$72.7K - $81.8K
|
47.9K
$12.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-578- 9.56% |
$75.8K - $85.4K
|
5.47K
$1.38M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-588- 22.92% |
$77.1K - $86.8K
|
1.98K
$500K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-593- 34.66% |
$77.8K - $87.6K
|
1.12K
$283K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-604- 5.01% |
$79.2K - $89.2K
|
11.5K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-617- 0.46% |
$80.9K - $91.1K
|
133K
$33.5M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-633- 20.51% |
$83K - $93.5K
|
2.45K
$621K
|
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-647- 2.31% |
$84.9K - $95.5K
|
27.4K
$6.92M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-667- 29.16% |
$87.5K - $98.5K
|
1.62K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-683- 29.84% |
$89.6K - $101K
|
1.61K
$406K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-686- 3.86% |
$90K - $101K
|
17.1K
$4.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-695- 10.49% |
$91.2K - $103K
|
5.93K
$1.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-700- 8.47% |
$91.8K - $103K
|
7.56K
$1.91M
|