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 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.47K- 6.76% |
$324K - $364K
|
34K
$7.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.48K- 4.88% |
$325K - $366K
|
48.3K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.58K- 46.02% |
$338K - $380K
|
3.02K
$638K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.65K- 8.5% |
$348K - $392K
|
28.6K
$6.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.66K- 16.52% |
$349K - $393K
|
13.4K
$2.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.67K- 66.04% |
$351K - $395K
|
1.37K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.79K- 1.61% |
$366K - $412K
|
170K
$36M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.8K- 18.02% |
$367K - $414K
|
12.7K
$2.69M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.9KClosed |
$381K - $429K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.96K- 41.9% |
$388K - $437K
|
4.1K
$867K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.06K- 59.98% |
$401K - $451K
|
2.04K
$431K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.06K- 42.3% |
$401K - $451K
|
4.17K
$881K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.12K- 5.48% |
$409K - $460K
|
53.8K
$11.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-3.23K- 8.53% |
$424K - $477K
|
34.7K
$7.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.29K- 4.97% |
$432K - $486K
|
62.9K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.35K- 31.21% |
$439K - $495K
|
7.38K
$1.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.4K- 16.13% |
$446K - $502K
|
17.7K
$3.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.49K- 32.11% |
$457K - $515K
|
7.37K
$1.56M
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-3.6K- 2.12% |
$472K - $531K
|
166K
$35.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.82K- 5.94% |
$501K - $564K
|
60.5K
$12.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.04K- 7.18% |
$529K - $596K
|
52.2K
$11M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.08K- 4.72% |
$535K - $602K
|
82.4K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.31K- 4.64% |
$566K - $637K
|
88.6K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.43K- 7.58% |
$581K - $654K
|
54K
$11.4M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.65K- 72.74% |
$609K - $686K
|
1.74K
$368K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.77K- 5.14% |
$625K - $704K
|
88K
$18.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-4.77K- 11.66% |
$626K - $705K
|
36.2K
$7.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.79K- 39.12% |
$628K - $707K
|
7.45K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.82K- 38.78% |
$633K - $712K
|
7.61K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.15K- 58.47% |
$676K - $761K
|
3.66K
$773K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.31K- 34.98% |
$696K - $784K
|
9.87K
$2.08M
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-5.36K- 12.74% |
$703K - $791K
|
36.7K
$7.75M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.39K- 62.75% |
$707K - $796K
|
3.2K
$676K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.44K- 7.63% |
$714K - $803K
|
65.9K
$13.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.48K- 8.9% |
$719K - $809K
|
56.1K
$11.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.51K- 10.96% |
$723K - $813K
|
44.7K
$9.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.52K- 51.98% |
$724K - $815K
|
5.1K
$1.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
SELL
|
- |
-5.81K- 32.77% |
$761K - $857K
|
11.9K
$2.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.02K- 27.88% |
$789K - $889K
|
15.6K
$3.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-6.07K- 18.21% |
$796K - $896K
|
27.3K
$5.76M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.83K- 7.19% |
$895K - $1.01M
|
88.1K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.13K- 79.2% |
$935K - $1.05M
|
1.87K
$395K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-7.93K- 36.5% |
$1.04M - $1.17M
|
13.8K
$2.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-8.13K- 28.7% |
$1.07M - $1.2M
|
20.2K
$4.27M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8.2K- 41.88% |
$1.08M - $1.21M
|
11.4K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-8.49K- 11.33% |
$1.11M - $1.25M
|
66.5K
$14M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-9.06K- 58.55% |
$1.19M - $1.34M
|
6.42K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.12K- 38.54% |
$1.2M - $1.35M
|
14.5K
$3.07M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.14K- 2.08% |
$1.2M - $1.35M
|
430K
$90.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.24K- 2.52% |
$1.21M - $1.36M
|
358K
$75.6M
|