Purchases and Sales Made in Q4 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 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 13, 2023 Q4 2022
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
5
+ 0.31%
$671 - $764
1.6K $336K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
4
New
$537 - $611
4 $839
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
4
+ 0.23%
$537 - $611
1.77K $371K
Feb 13, 2023 Q4 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
4
+ 1.36%
$537 - $611
299 $62.7K
Jan 10, 2023 Q4 2022
West Financial Advisors, LLC

BUY
 -
3
New
$403 - $458
3 $629
Feb 14, 2023 Q4 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
2
New
$268 - $306
2 $419
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

BUY
 -
2
+ 0.37%
$268 - $306
545 $114K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
1
+ 0.1%
$134 - $153
1.03K $215K
Feb 13, 2023 Q4 2022
Clear Street Markets LLC

BUY
 -
1
New
$134 - $153
1 $210
Feb 03, 2023 Q4 2022
Sugarloaf Wealth Management, LLC

BUY
 -
1
+ 0.07%
$134 - $153
1.54K $322K
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

BUY
 -
1
New
$134 - $153
1 $210
Jan 17, 2023 Q4 2022
4 J Wealth Management LLC

BUY
 -
1
+ 0.03%
$134 - $153
2.93K $615K
Jan 19, 2023 Q4 2022
Investment Advisory Group, LLC

BUY
 -
1
+ 0.04%
$134 - $153
2.86K $599K
Feb 14, 2023 Q4 2022
Global Trust Asset Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Feb 10, 2023 Q4 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
SELL
 -
-2
- 0.11%
$268 - $306
1.9K $397K
Feb 02, 2023 Q4 2022
Requisite Capital Management, LLC

SELL
 -
-2
- 0.07%
$268 - $306
2.97K $623K
Nov 14, 2024 Q4 2022
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-3
- 0.01%
$403 - $458
27.4K $5.74M
Jan 26, 2023 Q4 2022
Integrity Financial Corp

SELL
 -
-3
- 0.58%
$403 - $458
510 $107K
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-3
- 0.33%
$403 - $458
894 $188K
Feb 09, 2023 Q4 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-6
- 0.23%
$805 - $917
2.64K $553K
Feb 07, 2023 Q4 2022
Thoroughbred Financial Services, LLC

SELL
 -
-7
- 0.08%
$939 - $1.07K
8.98K $1.88M
Jan 19, 2023 Q4 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-8
- 29.63%
$1.07K - $1.22K
19 $3.99K
Jan 17, 2023 Q4 2022
Darwin Advisors, LLC

SELL
 -
-11
- 0.32%
$1.48K - $1.68K
3.44K $721K
Jan 20, 2023 Q4 2022
Janiczek Wealth Management, LLC

SELL
 -
-12
- 1.27%
$1.61K - $1.83K
932 $195K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-13
- 0.45%
$1.74K - $1.99K
2.87K $602K
Jan 18, 2023 Q4 2022
Life Steps Financial, Inc.

SELL
 -
-14
- 0.65%
$1.88K - $2.14K
2.14K $449K
Feb 13, 2023 Q4 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-16
- 0.73%
$2.15K - $2.44K
2.18K $458K
Feb 14, 2023 Q4 2022
Guerra Pan Advisors, LLC

Montclair, NJ
SELL
 -
-17
- 0.07%
$2.28K - $2.6K
24.7K $5.17M
Feb 14, 2023 Q4 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-19
- 50.0%
$2.55K - $2.9K
19 $3.99K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

SELL
 -
-23
- 2.28%
$3.09K - $3.51K
984 $206K
Jan 09, 2023 Q4 2022
Ayalon Insurance Comp Ltd.

SELL
 -
-24
- 0.51%
$3.22K - $3.67K
4.68K $982K
Feb 13, 2023 Q4 2022
Brown Advisory Inc

SELL
 -
-24
- 0.14%
$3.22K - $3.67K
16.7K $3.5M
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

SELL
 -
-26
- 0.44%
$3.49K - $3.97K
5.84K $1.23M
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

SELL
 -
-26
- 30.23%
$3.49K - $3.97K
60 $12.6K
Jan 24, 2023 Q4 2022
Smart Money Group LLC

SELL
 -
-27
- 0.22%
$3.62K - $4.12K
12.5K $2.62M
Feb 10, 2023 Q4 2022
Fingerlakes Wealth Management, Inc.

SELL
 -
-28
- 1.08%
$3.76K - $4.28K
2.56K $537K
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

SELL
 -
-34
- 2.42%
$4.56K - $5.19K
1.37K $287K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-36
- 18.37%
$4.83K - $5.5K
160 $33.6K
Feb 13, 2023 Q4 2022
Vista Investment Management

Pittsburgh, PA
SELL
 -
-36
- 1.34%
$4.83K - $5.5K
2.64K $554K
Feb 02, 2023 Q4 2022
Institute For Wealth Management, Llc.

SELL
 -
-38
- 1.02%
$5.1K - $5.8K
3.7K $776K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

SELL
 -
-39
- 13.54%
$5.23K - $5.96K
249 $52.2K
Jan 25, 2023 Q4 2022
Spectrum Wealth Advisory Group, LLC

SELL
 -
-46
- 1.86%
$6.17K - $7.03K
2.43K $509K
Feb 07, 2023 Q4 2022
Journey Advisory Group, LLC

SELL
 -
-50
- 1.89%
$6.71K - $7.64K
2.6K $545K
Jan 26, 2023 Q4 2022
Regent Investment Management LLC

SELL
 -
-50
- 1.98%
$6.71K - $7.64K
2.47K $518K
Jan 23, 2023 Q4 2022
Carnegie Capital Asset Management, LLC

SELL
 -
-51
- 0.11%
$6.84K - $7.79K
48K $10.1M
Jan 13, 2023 Q4 2022
Hexagon Capital Partners LLC

SELL
 -
-53
- 11.73%
$7.11K - $8.1K
399 $83.7K
Feb 07, 2023 Q4 2022
Connectus Wealth, LLC

Cincinnati, OH
SELL
 -
-55
- 1.33%
$7.38K - $8.4K
4.07K $854K
Feb 07, 2023 Q4 2022
Bcgm Wealth Management, LLC

SELL
 -
-65
- 1.1%
$8.72K - $9.93K
5.86K $1.23M
Feb 21, 2023 Q4 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-70
- 3.25%
$9.39K - $10.7K
2.08K $437K

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