Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.2M+ 73.58% |
$564M - $642M
|
9.92M
$2.1B
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.65M+ 1777.26% |
$222M - $252M
|
1.74M
$368M
|
|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.58MNew |
$212M - $242M
|
1.58M
$334M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
831K+ 132.01% |
$112M - $127M
|
1.46M
$309M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
764K+ 69.94% |
$103M - $117M
|
1.86M
$392M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
647K+ 4447.73% |
$86.8M - $98.8M
|
662K
$140M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
636KNew |
$85.3M - $97.1M
|
636K
$134M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
620KNew |
$83.2M - $94.7M
|
620K
$131M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
581KNew |
$77.9M - $88.7M
|
581K
$123M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
522K+ 41.28% |
$70.1M - $79.8M
|
1.79M
$377M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
460K+ 353.75% |
$61.8M - $70.3M
|
590K
$125M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
404K+ 143.25% |
$54.2M - $61.7M
|
685K
$145M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
400KNew |
$53.7M - $61.1M
|
400K
$84.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
375KNew |
$50.4M - $57.3M
|
375K
$79.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
360K+ 18.13% |
$48.3M - $55M
|
2.35M
$495M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
246K+ 93.89% |
$33M - $37.5M
|
508K
$107M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
226K+ 12.45% |
$30.3M - $34.5M
|
2.04M
$431M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
224K+ 418.15% |
$30.1M - $34.3M
|
278K
$58.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
221K+ 274.51% |
$29.7M - $33.8M
|
302K
$63.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
205K+ 3.97% |
$27.5M - $31.2M
|
5.35M
$1.13B
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
142KNew |
$19M - $21.7M
|
142K
$30M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
124KNew |
$16.7M - $19M
|
124K
$26.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
112K+ 1163.05% |
$15M - $17.1M
|
121K
$25.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
108KNew |
$14.6M - $16.6M
|
108K
$22.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
103K+ 529.47% |
$13.8M - $15.7M
|
122K
$25.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
87.2K+ 15.88% |
$11.7M - $13.3M
|
636K
$134M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81.9K+ 30.97% |
$11M - $12.5M
|
346K
$73.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
76K+ 7.08% |
$10.2M - $11.6M
|
1.15M
$243M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74.7K+ 3.65% |
$10M - $11.4M
|
2.12M
$449M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
69K+ 40.51% |
$9.26M - $10.5M
|
239K
$50.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
68.7K+ 42.77% |
$9.22M - $10.5M
|
229K
$48.4M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.4K+ 197.48% |
$8.65M - $9.84M
|
97K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
64.1K+ 57.55% |
$8.6M - $9.78M
|
175K
$37M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
60K+ 4.58% |
$8.05M - $9.16M
|
1.37M
$289M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.5K+ 1231.63% |
$7.98M - $9.08M
|
64.3K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
59.4K+ 528.59% |
$7.97M - $9.07M
|
70.6K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58K+ 65.49% |
$7.79M - $8.87M
|
147K
$31M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57.4K+ 17.2% |
$7.71M - $8.77M
|
391K
$82.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
56.6K+ 7.66% |
$7.6M - $8.65M
|
796K
$168M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56K+ 10.21% |
$7.51M - $8.55M
|
604K
$128M
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
52.9K+ 52.45% |
$7.1M - $8.08M
|
154K
$32.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
52.5K+ 23.39% |
$7.04M - $8.01M
|
277K
$58.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.1K+ 107.5% |
$6.99M - $7.96M
|
101K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
51.2KNew |
$6.87M - $7.82M
|
51.2K
$10.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51.1K+ 343.25% |
$6.85M - $7.8M
|
65.9K
$13.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
51KNew |
$6.85M - $7.8M
|
51K
$10.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
50.6KNew |
$6.79M - $7.72M
|
50.6K
$10.7M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
50.4K+ 19.14% |
$6.77M - $7.7M
|
314K
$66.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
45.2KNew |
$6.07M - $6.9M
|
45.2K
$9.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
42.7KNew |
$5.73M - $6.52M
|
42.7K
$9.02M
|