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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-73- 0.99% |
$9.8K - $11.2K
|
7.32K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-74- 4.21% |
$9.93K - $11.3K
|
1.68K
$353K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-75- 12.65% |
$10.1K - $11.5K
|
518
$109K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-78- 43.82% |
$10.5K - $11.9K
|
100
$21K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-80- 20.15% |
$10.7K - $12.2K
|
317
$66.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-84- 1.93% |
$11.3K - $12.8K
|
4.28K
$897K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-88- 2.6% |
$11.8K - $13.4K
|
3.3K
$691K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-90- 1.09% |
$12.1K - $13.7K
|
8.19K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-97- 0.64% |
$13K - $14.8K
|
15.1K
$3.18M
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-100- 1.61% |
$13.4K - $15.3K
|
6.1K
$1.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-100- 2.31% |
$13.4K - $15.3K
|
4.23K
$886K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-100- 0.45% |
$13.4K - $15.3K
|
22.2K
$4.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-102- 2.83% |
$13.7K - $15.6K
|
3.51K
$735K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-107- 0.31% |
$14.4K - $16.3K
|
34.6K
$7.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-113- 0.37% |
$15.2K - $17.3K
|
30.5K
$6.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-129- 3.09% |
$17.3K - $19.7K
|
4.04K
$848K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-131- 7.29% |
$17.6K - $20K
|
1.67K
$349K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-133- 5.47% |
$17.8K - $20.3K
|
2.3K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-139- 6.43% |
$18.7K - $21.2K
|
2.02K
$424K
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-140- 6.54% |
$18.8K - $21.4K
|
2K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-140- 2.91% |
$18.8K - $21.4K
|
4.67K
$980K
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-141- 0.48% |
$18.9K - $21.5K
|
29.3K
$6.14M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-161- 6.27% |
$21.6K - $24.6K
|
2.41K
$505K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-161- 2.94% |
$21.6K - $24.6K
|
5.31K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-162- 10.09% |
$21.7K - $24.7K
|
1.44K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-163- 0.44% |
$21.9K - $24.9K
|
36.5K
$7.66M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-164- 0.7% |
$22K - $25.1K
|
23.2K
$4.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-173- 1.96% |
$23.2K - $26.4K
|
8.67K
$1.82M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-175- 7.8% |
$23.5K - $26.7K
|
2.07K
$434K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-185- 1.05% |
$24.8K - $28.3K
|
17.4K
$3.65M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-187- 2.8% |
$25.1K - $28.6K
|
6.49K
$1.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-190- 5.19% |
$25.5K - $29K
|
3.47K
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-191- 9.95% |
$25.6K - $29.2K
|
1.73K
$362K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-200- 2.69% |
$26.8K - $30.6K
|
7.24K
$1.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-202- 6.61% |
$27.1K - $30.9K
|
2.85K
$598K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-204- 26.02% |
$27.4K - $31.2K
|
580
$122K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-210- 3.13% |
$28.2K - $32.1K
|
6.5K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-213- 6.78% |
$28.6K - $32.5K
|
2.93K
$614K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-213- 5.61% |
$28.6K - $32.5K
|
3.58K
$752K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-226- 3.91% |
$30.3K - $34.5K
|
5.55K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-238- 2.03% |
$31.9K - $36.4K
|
11.5K
$2.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-240- 13.35% |
$32.2K - $36.7K
|
1.56K
$327K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-253- 4.05% |
$34K - $38.6K
|
5.99K
$1.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-255- 4.71% |
$34.2K - $39K
|
5.16K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-255- 0.51% |
$34.2K - $39K
|
49.8K
$10.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-259- 7.35% |
$34.8K - $39.6K
|
3.26K
$684K
|
|
|
Feb 13, 2023
Q4 2022
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-263- 7.81% |
$35.3K - $40.2K
|
3.11K
$651K
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-284- 6.23% |
$38.1K - $43.4K
|
4.28K
$897K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-290- 6.36% |
$38.9K - $44.3K
|
4.27K
$896K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-332- 5.39% |
$44.6K - $50.7K
|
5.83K
$1.22M
|