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 03, 2023
Q4 2022
|
White Pine Investment CO
|
SELL
|
- |
-335- 3.28% |
$45K - $51.2K
|
9.86K
$2.07M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-339- 1.47% |
$45.5K - $51.8K
|
22.7K
$4.77M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-345- 4.99% |
$46.3K - $52.7K
|
6.57K
$1.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-346- 3.89% |
$46.4K - $52.9K
|
8.55K
$1.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-359- 1.4% |
$48.2K - $54.8K
|
25.3K
$5.31M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-370- 97.63% |
$49.7K - $56.5K
|
9
$1.89K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-377- 14.94% |
$50.6K - $57.6K
|
2.15K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-425- 5.62% |
$57K - $64.9K
|
7.14K
$1.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-433- 13.52% |
$58.1K - $66.1K
|
2.77K
$581K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-439- 24.0% |
$58.9K - $67.1K
|
1.39K
$292K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-439- 24.0% |
$58.9K - $67.1K
|
1.39K
$292K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-444- 5.43% |
$59.6K - $67.8K
|
7.74K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-453- 50.0% |
$60.8K - $69.2K
|
453
$95K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-461- 9.69% |
$61.9K - $70.4K
|
4.3K
$901K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-472- 4.08% |
$63.3K - $72.1K
|
11.1K
$2.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-474- 40.58% |
$63.6K - $72.4K
|
694
$146K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-474- 22.12% |
$63.6K - $72.4K
|
1.67K
$350K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-478- 0.99% |
$64.2K - $73K
|
47.8K
$10M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-504- 1.04% |
$67.6K - $77K
|
47.9K
$10.1M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-506- 87.54% |
$67.9K - $77.3K
|
72
$15.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-516- 3.14% |
$69.3K - $78.8K
|
15.9K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-516- 4.04% |
$69.3K - $78.8K
|
12.3K
$2.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-521- 9.3% |
$69.9K - $79.6K
|
5.08K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-523- 18.81% |
$70.2K - $79.9K
|
2.26K
$473K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-551- 0.57% |
$73.9K - $84.2K
|
95.7K
$20.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-606- 16.38% |
$81.3K - $92.6K
|
3.09K
$649K
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-619- 5.26% |
$83.1K - $94.6K
|
11.2K
$2.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-620- 45.12% |
$83.2K - $94.7K
|
754
$158K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-637- 5.24% |
$85.5K - $97.3K
|
11.5K
$2.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-648- 10.72% |
$87K - $99K
|
5.4K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-660- 78.57% |
$88.6K - $101K
|
180
$37.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-679- 29.42% |
$91.1K - $104K
|
1.63K
$342K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-683- 24.79% |
$91.7K - $104K
|
2.07K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-711- 2.41% |
$95.4K - $109K
|
28.8K
$6.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-715- 5.32% |
$96K - $109K
|
12.7K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-720- 5.13% |
$96.6K - $110K
|
13.3K
$2.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-720- 11.09% |
$96.6K - $110K
|
5.77K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-724- 1.15% |
$97.2K - $111K
|
62.2K
$13M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-739- 10.4% |
$99.2K - $113K
|
6.37K
$1.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-751- 9.87% |
$101K - $115K
|
6.86K
$1.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-789- 1.48% |
$106K - $121K
|
52.6K
$11M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-805- 2.73% |
$108K - $123K
|
28.7K
$6.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-812- 12.66% |
$109K - $124K
|
5.6K
$1.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-875- 0.57% |
$117K - $134K
|
151K
$31.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-885- 35.19% |
$119K - $135K
|
1.63K
$342K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-904- 36.84% |
$121K - $138K
|
1.55K
$325K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-925- 22.2% |
$124K - $141K
|
3.24K
$680K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-932- 37.18% |
$125K - $142K
|
1.58K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-960- 2.56% |
$129K - $147K
|
36.5K
$7.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
SELL
|
- |
-965- 3.02% |
$130K - $147K
|
31K
$6.5M
|