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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.27KNew |
$573K - $652K
|
4.27K
$902K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.27KNew |
$573K - $652K
|
4.27K
$902K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.23K+ 1.89% |
$568K - $646K
|
228K
$48.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.19K+ 0.16% |
$563K - $641K
|
2.7M
$571M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
4.19KNew |
$562K - $640K
|
4.19K
$885K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.18K+ 58.71% |
$561K - $638K
|
11.3K
$2.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.17K+ 21.22% |
$560K - $638K
|
23.8K
$5.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
4.09K+ 29.62% |
$549K - $624K
|
17.9K
$3.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.02K+ 28.2% |
$539K - $613K
|
18.3K
$3.86M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.87K+ 221.89% |
$520K - $591K
|
5.62K
$1.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.84K+ 36.2% |
$515K - $587K
|
14.4K
$3.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.84KNew |
$515K - $586K
|
3.84K
$811K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.82KNew |
$512K - $583K
|
3.82K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.81K+ 58.49% |
$511K - $582K
|
10.3K
$2.18M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.78K+ 169.26% |
$508K - $578K
|
6.02K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.77K+ 13.89% |
$507K - $577K
|
30.9K
$6.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.73K+ 2936.22% |
$500K - $570K
|
3.86K
$815K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.66KNew |
$491K - $559K
|
3.66K
$773K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.6K+ 5.32% |
$483K - $550K
|
71.3K
$15.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.54KNew |
$475K - $541K
|
3.54K
$748K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.53K+ 16.56% |
$474K - $540K
|
24.9K
$5.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.49K+ 18.68% |
$469K - $533K
|
22.2K
$4.69M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.47K+ 47.14% |
$466K - $531K
|
10.8K
$2.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.43KNew |
$461K - $524K
|
3.43K
$725K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.35KNew |
$450K - $512K
|
3.35K
$708K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.32K+ 90.58% |
$445K - $507K
|
6.98K
$1.47M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.29KNew |
$441K - $502K
|
3.29K
$694K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.22K+ 7.52% |
$432K - $492K
|
46K
$9.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.15KNew |
$423K - $481K
|
3.15K
$666K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.14KNew |
$421K - $479K
|
3.14K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.1KNew |
$416K - $474K
|
3.1K
$655K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.08KNew |
$413K - $470K
|
3.08K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.06KNew |
$410K - $467K
|
3.06K
$645K
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.95K+ 2.99% |
$396K - $451K
|
102K
$21.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.93KNew |
$393K - $447K
|
2.93K
$619K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
2.9K+ 0.16% |
$389K - $443K
|
1.78M
$375M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.88K+ 14.31% |
$387K - $441K
|
23K
$4.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.85KNew |
$383K - $436K
|
2.85K
$603K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
2.85KNew |
$382K - $435K
|
2.85K
$601K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.84KNew |
$381K - $434K
|
2.84K
$600K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$381K - $434K
|
2.84K
$600K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
2.81KNew |
$376K - $428K
|
2.81K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.78K+ 15.2% |
$373K - $424K
|
21.1K
$4.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.76K+ 85.18% |
$371K - $422K
|
6.01K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.75KNew |
$368K - $419K
|
2.75K
$580K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.73K+ 147.38% |
$366K - $416K
|
4.57K
$966K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.63K+ 97.26% |
$352K - $401K
|
5.32K
$1.12M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.58KNew |
$346K - $393K
|
2.58K
$544K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.56K+ 1.02% |
$343K - $391K
|
253K
$53.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.55KNew |
$342K - $389K
|
2.55K
$538K
|