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 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
8.42K+ 9.49% |
$1.13M - $1.29M
|
97.1K
$20.5M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.39K+ 405.66% |
$1.13M - $1.28M
|
10.5K
$2.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
8.27K+ 14.75% |
$1.11M - $1.26M
|
64.4K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.03K+ 2.11% |
$1.08M - $1.23M
|
388K
$82M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
7.99KNew |
$1.07M - $1.22M
|
7.99K
$1.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
7.87K+ 25.66% |
$1.06M - $1.2M
|
38.5K
$8.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.8KNew |
$1.05M - $1.19M
|
7.8K
$1.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.7KNew |
$1.03M - $1.18M
|
7.7K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.68K+ 177.58% |
$1.03M - $1.17M
|
12K
$2.53M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
7.55KNew |
$1.01M - $1.15M
|
7.55K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7.46KNew |
$1M - $1.14M
|
7.46K
$1.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7.41KNew |
$995K - $1.13M
|
7.41K
$1.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
7.4KNew |
$993K - $1.13M
|
7.4K
$1.56M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.33KNew |
$983K - $1.12M
|
7.33K
$1.55M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.33KNew |
$983K - $1.12M
|
7.33K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.31K+ 875.21% |
$981K - $1.12M
|
8.14K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
7.3KNew |
$980K - $1.11M
|
7.3K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
7.29K+ 20.52% |
$978K - $1.11M
|
42.8K
$9.04M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
6.87KNew |
$922K - $1.05M
|
6.87K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.68KNew |
$897K - $1.02M
|
6.68K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.58KNew |
$882K - $1M
|
6.58K
$1.39M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.56KNew |
$881K - $1M
|
6.56K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.48K+ 10.38% |
$870K - $990K
|
69K
$14.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.39KNew |
$857K - $975K
|
6.39K
$1.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.23K+ 2696.97% |
$836K - $952K
|
6.46K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.22K+ 6.06% |
$835K - $950K
|
109K
$23M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.81KNew |
$779K - $887K
|
5.81K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
5.78K+ 26.97% |
$775K - $882K
|
27.2K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.75KNew |
$772K - $878K
|
5.75K
$1.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
5.7K+ 41.3% |
$765K - $871K
|
19.5K
$4.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.68KNew |
$762K - $868K
|
5.68K
$1.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.53K+ 20481.48% |
$742K - $845K
|
5.56K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.52K+ 92.18% |
$740K - $843K
|
11.5K
$2.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.49KNew |
$736K - $838K
|
5.49K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.39K+ 233.82% |
$724K - $824K
|
7.7K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.32KNew |
$714K - $812K
|
5.32K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.28KNew |
$708K - $806K
|
5.28K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.13KNew |
$689K - $784K
|
5.13K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.12K+ 21.78% |
$687K - $782K
|
28.6K
$6.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.08K+ 6.56% |
$682K - $776K
|
82.5K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.08K+ 2.46% |
$681K - $776K
|
211K
$44.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.07KNew |
$681K - $775K
|
5.07K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.95KNew |
$664K - $756K
|
4.95K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.87KNew |
$653K - $743K
|
4.87K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.75K+ 159.01% |
$637K - $725K
|
7.73K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.55K+ 47.9% |
$610K - $694K
|
14K
$2.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.48KNew |
$601K - $684K
|
4.48K
$946K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
4.45K+ 7.84% |
$598K - $680K
|
61.2K
$12.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.4KNew |
$591K - $672K
|
4.4K
$930K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.31K+ 2.74% |
$578K - $658K
|
161K
$34.1M
|