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 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
42K+ 5398.97% |
$5.64M - $6.42M
|
42.8K
$9.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
41.5K+ 229.98% |
$5.57M - $6.34M
|
59.5K
$12.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.3K+ 40.53% |
$5.54M - $6.31M
|
143K
$30.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.5K+ 6.07% |
$5.44M - $6.19M
|
708K
$150M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
40.3K+ 4.53% |
$5.41M - $6.16M
|
930K
$196M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.6K+ 10.11% |
$5.32M - $6.05M
|
431K
$91.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
39KNew |
$5.23M - $5.95M
|
39K
$8.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
38.4KNew |
$5.16M - $5.87M
|
38.4K
$8.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
37.1KNew |
$4.98M - $5.67M
|
37.1K
$7.84M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.4K+ 42.97% |
$4.75M - $5.41M
|
118K
$24.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
35.4KNew |
$4.75M - $5.41M
|
35.4K
$7.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
33.4KNew |
$4.49M - $5.11M
|
33.4K
$7.07M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
33.3KNew |
$4.47M - $5.09M
|
33.3K
$7.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.9K+ 51.22% |
$4.41M - $5.02M
|
97.1K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
31K+ 1535.25% |
$4.16M - $4.74M
|
33K
$6.98M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
30.8K+ 452.16% |
$4.13M - $4.7M
|
37.6K
$7.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
29.3KNew |
$3.93M - $4.47M
|
29.3K
$6.19M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
29KNew |
$3.89M - $4.43M
|
29K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.8KNew |
$3.87M - $4.4M
|
28.8K
$6.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
28.6K+ 2207.32% |
$3.84M - $4.37M
|
29.9K
$6.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.4K+ 186.17% |
$3.81M - $4.34M
|
43.6K
$9.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
27.9KNew |
$3.75M - $4.27M
|
27.9K
$5.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
27.4K+ 269.16% |
$3.67M - $4.18M
|
37.5K
$7.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
26K+ 1131.61% |
$3.49M - $3.97M
|
28.3K
$5.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
25.4KNew |
$3.41M - $3.89M
|
25.4K
$5.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.4KNew |
$3.41M - $3.88M
|
25.4K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.5KNew |
$3.29M - $3.75M
|
24.5K
$5.18M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.1K+ 13.32% |
$3.24M - $3.69M
|
205K
$43.4M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
24KNew |
$3.23M - $3.67M
|
24K
$5.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24K+ 6.39% |
$3.22M - $3.66M
|
400K
$84.4M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24K+ 199908.33% |
$3.22M - $3.66M
|
24K
$5.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
22.6KNew |
$3.04M - $3.46M
|
22.6K
$4.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
22.3K+ 46.55% |
$2.99M - $3.41M
|
70.2K
$14.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
22.2KNew |
$2.98M - $3.39M
|
22.2K
$4.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
21.7K+ 13.06% |
$2.92M - $3.32M
|
188K
$39.7M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.5K+ 291.53% |
$2.89M - $3.29M
|
28.9K
$6.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.4K+ 301.11% |
$2.88M - $3.28M
|
28.6K
$6.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
21.4KNew |
$2.87M - $3.27M
|
21.4K
$4.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21K+ 100.68% |
$2.82M - $3.21M
|
41.9K
$8.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
21KNew |
$2.81M - $3.2M
|
21K
$4.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
20.7KNew |
$2.78M - $3.17M
|
20.7K
$4.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
20.3K+ 7.9% |
$2.72M - $3.1M
|
277K
$58.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20K+ 314.13% |
$2.69M - $3.06M
|
26.4K
$5.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
19.9KNew |
$2.67M - $3.04M
|
19.9K
$4.21M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
19.9K+ 20.25% |
$2.67M - $3.04M
|
118K
$25M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19.3KNew |
$2.59M - $2.95M
|
19.3K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.4KNew |
$2.47M - $2.81M
|
18.4K
$3.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
18.2K+ 588.51% |
$2.44M - $2.78M
|
21.3K
$4.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18.1KNew |
$2.43M - $2.76M
|
18.1K
$3.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
18.1KNew |
$2.42M - $2.76M
|
18.1K
$3.82M
|