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 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
18K+ 217.08% |
$2.42M - $2.75M
|
26.3K
$5.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.9K+ 247.02% |
$2.41M - $2.74M
|
25.2K
$5.33M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.9K+ 247.02% |
$2.41M - $2.74M
|
25.2K
$5.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.3K+ 414.39% |
$2.32M - $2.64M
|
21.5K
$4.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
17.2KNew |
$2.31M - $2.63M
|
17.2K
$3.64M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.8K+ 32.2% |
$2.26M - $2.57M
|
69K
$14.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
16.7KNew |
$2.24M - $2.55M
|
16.7K
$3.53M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
16.4KNew |
$2.21M - $2.51M
|
16.4K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16.3KNew |
$2.19M - $2.5M
|
16.3K
$3.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.2KNew |
$2.17M - $2.48M
|
16.2K
$3.42M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
16.1K+ 28.69% |
$2.16M - $2.46M
|
72.2K
$15.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.7K+ 137.42% |
$2.11M - $2.4M
|
27.2K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
15.5K+ 28.17% |
$2.08M - $2.37M
|
70.7K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.5KNew |
$2.08M - $2.37M
|
15.5K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.5KNew |
$2.08M - $2.36M
|
15.5K
$3.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14.8K+ 34.36% |
$1.98M - $2.25M
|
57.7K
$12.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.6KNew |
$1.96M - $2.23M
|
14.6K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.4K+ 148.09% |
$1.93M - $2.2M
|
24.1K
$5.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
14.2K+ 28442.0% |
$1.91M - $2.17M
|
14.3K
$3.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.2K+ 31.45% |
$1.9M - $2.17M
|
59.3K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.7K+ 586.08% |
$1.71M - $1.94M
|
14.9K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.4KNew |
$1.66M - $1.89M
|
12.4K
$2.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
12.4K+ 93.23% |
$1.66M - $1.89M
|
25.7K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.1KNew |
$1.62M - $1.85M
|
12.1K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
12K+ 7.48% |
$1.61M - $1.83M
|
172K
$36.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
11.8K+ 322.02% |
$1.59M - $1.81M
|
15.5K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
11.8K+ 21.94% |
$1.58M - $1.8M
|
65.6K
$13.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
11.7KNew |
$1.57M - $1.79M
|
11.7K
$2.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
11.6K+ 13.36% |
$1.56M - $1.78M
|
98.6K
$20.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11.3KNew |
$1.51M - $1.72M
|
11.3K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$1.51M - $1.71M
|
11.2K
$2.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.2KNew |
$1.5M - $1.71M
|
11.2K
$2.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$1.49M - $1.69M
|
11.1K
$2.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11KNew |
$1.48M - $1.69M
|
11K
$2.33M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
10.9K+ 31.92% |
$1.46M - $1.66M
|
44.9K
$9.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.8KNew |
$1.45M - $1.65M
|
10.8K
$2.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.7K+ 331.15% |
$1.44M - $1.64M
|
14K
$2.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.7K+ 125.36% |
$1.44M - $1.64M
|
19.3K
$4.07M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
10.5K+ 23.69% |
$1.41M - $1.6M
|
54.8K
$11.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 41.16% |
$1.38M - $1.58M
|
35.4K
$7.48M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$1.36M - $1.55M
|
10.1K
$2.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
10.1K+ 382.42% |
$1.35M - $1.54M
|
12.7K
$2.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.41KNew |
$1.26M - $1.44M
|
9.41K
$1.99M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
9.29KNew |
$1.25M - $1.42M
|
9.29K
$1.96M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
9.29KNew |
$1.25M - $1.42M
|
9.29K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.16K+ 27.82% |
$1.23M - $1.4M
|
42.1K
$8.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.94K+ 7.3% |
$1.2M - $1.37M
|
131K
$27.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.85KNew |
$1.19M - $1.35M
|
8.85K
$1.87M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.65KNew |
$1.16M - $1.32M
|
8.65K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.62KNew |
$1.16M - $1.32M
|
8.62K
$1.82M
|