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 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
522New |
$70.1K - $79.7K
|
522
$110K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
520+ 115.04% |
$69.8K - $79.4K
|
972
$205K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
512+ 14.71% |
$68.7K - $78.2K
|
3.99K
$843K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
498New |
$66.8K - $76.1K
|
498
$105K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
496+ 0.48% |
$66.6K - $75.8K
|
103K
$21.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
485+ 3.4% |
$65.1K - $74.1K
|
14.7K
$3.11M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
448New |
$60.1K - $68.4K
|
448
$94.6K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
438New |
$58.8K - $66.9K
|
438
$92.5K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
422+ 3.86% |
$56.6K - $64.5K
|
11.3K
$2.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
BUY
|
- |
405+ 14.27% |
$54.4K - $61.9K
|
3.24K
$685K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
392+ 13.55% |
$52.6K - $59.9K
|
3.29K
$694K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
390+ 12.59% |
$52.3K - $59.6K
|
3.49K
$737K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
372+ 7.53% |
$49.9K - $56.8K
|
5.31K
$1.12M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
364New |
$48.9K - $55.6K
|
364
$76.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
335New |
$45K - $51.2K
|
335
$70.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
322+ 564.91% |
$43.2K - $49.2K
|
379
$80.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
318New |
$42.7K - $48.6K
|
318
$67.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
303+ 67.94% |
$40.7K - $46.3K
|
749
$158K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
298+ 2.83% |
$40K - $45.5K
|
10.8K
$2.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
284+ 3.66% |
$38.1K - $43.4K
|
8.05K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
273+ 0.45% |
$36.6K - $41.7K
|
60.8K
$12.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
251+ 8.8% |
$33.7K - $38.3K
|
3.1K
$656K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
242+ 1.51% |
$32.5K - $37K
|
16.2K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
238+ 100.0% |
$31.9K - $36.4K
|
476
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
237New |
$31.8K - $36.2K
|
237
$50.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
235+ 2.01% |
$31.5K - $35.9K
|
11.9K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
222New |
$29.8K - $33.9K
|
222
$46.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
202+ 0.98% |
$27.1K - $30.9K
|
20.9K
$4.42M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
194+ 4.91% |
$26K - $29.6K
|
4.14K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
187+ 9.99% |
$25.1K - $28.6K
|
2.06K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
187New |
$25.1K - $28.6K
|
187
$39.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
184New |
$24.7K - $28.1K
|
184
$38.9K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
182New |
$24.4K - $27.8K
|
182
$38.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
180+ 2.67% |
$24.2K - $27.5K
|
6.92K
$1.46M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
174New |
$23.4K - $26.6K
|
174
$36.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
168+ 8.49% |
$22.5K - $25.7K
|
2.15K
$453K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
153+ 3.92% |
$20.5K - $23.4K
|
4.06K
$858K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
148+ 0.54% |
$19.9K - $22.6K
|
27.4K
$5.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
131New |
$17.6K - $20K
|
131
$27.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
111New |
$14.9K - $17K
|
111
$23.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
107New |
$14.4K - $16.3K
|
107
$22.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
107New |
$14.4K - $16.3K
|
107
$22.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
104New |
$14K - $15.9K
|
104
$22K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
99+ 4.0% |
$13.3K - $15.1K
|
2.57K
$543K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
96New |
$12.9K - $14.7K
|
96
$20.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
96+ 2.79% |
$12.9K - $14.7K
|
3.54K
$747K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92New |
$12.3K - $14.1K
|
92
$19.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
90+ 1.74% |
$12.1K - $13.7K
|
5.25K
$1.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
88New |
$11.8K - $13.4K
|
88
$18.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
85+ 18.76% |
$11.4K - $13K
|
538
$114K
|