Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
82
+ 0.83%
$11K - $12.5K
10K $2.12M
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
80
New
$10.7K - $12.2K
80 $16.9K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
66
+ 2.33%
$8.86K - $10.1K
2.9K $612K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
62
New
$8.32K - $9.47K
62 $13.1K
Jan 17, 2023 Q4 2022
Veracity Capital LLC

BUY
 -
59
+ 2.76%
$7.92K - $9.01K
2.2K $464K
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
59
New
$7.92K - $9.01K
59 $12.5K
Jan 19, 2023 Q4 2022
Ccg Wealth Management, LLC

BUY
 -
55
+ 0.55%
$7.38K - $8.4K
10.1K $2.13M
Jan 31, 2023 Q4 2022
First National Bank & Trust CO Of Newtown

BUY
 -
50
+ 1.0%
$6.71K - $7.64K
5.04K $1.06M
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
50
New
$6.71K - $7.64K
50 $10.6K
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
48
+ 1.6%
$6.44K - $7.33K
3.04K $643K
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
43
+ 2.36%
$5.77K - $6.57K
1.87K $394K
Jan 06, 2023 Q4 2022
Massmutual Trust CO Fsb

BUY
 -
43
New
$5.77K - $6.57K
43 $9.08K
Feb 09, 2023 Q4 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
41
+ 89.13%
$5.5K - $6.26K
87 $18.4K
Feb 06, 2023 Q4 2022
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
39
+ 1.4%
$5.23K - $5.96K
2.82K $597K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
39
+ 0.01%
$5.23K - $5.96K
382K $80.6M
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
37
New
$4.97K - $5.65K
37 $7.82K
Feb 09, 2023 Q4 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
35
New
$4.7K - $5.35K
35 $7.39K
Feb 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
35
+ 2.21%
$4.7K - $5.35K
1.62K $342K
Jan 09, 2023 Q4 2022
Weaver Consulting Group

BUY
 -
35
+ 0.2%
$4.7K - $5.35K
17.1K $3.62M
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
35
New
$4.7K - $5.35K
35 $7.39K
Feb 02, 2023 Q4 2022
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
33
New
$4.43K - $5.04K
33 $6.97K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

BUY
 -
31
New
$4.16K - $4.74K
31 $6.55K
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
29
+ 0.77%
$3.89K - $4.43K
3.77K $797K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
28
+ 1.42%
$3.76K - $4.28K
2K $422K
Jan 20, 2023 Q4 2022
Flagship Private Wealth, LLC

BUY
 -
25
+ 1.16%
$3.36K - $3.82K
2.19K $462K
Jan 20, 2023 Q4 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
24
+ 0.44%
$3.22K - $3.67K
5.49K $1.16M
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
23
New
$3.09K - $3.51K
23 $4.86K
Feb 14, 2023 Q4 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
18
New
$2.42K - $2.75K
18 $3.8K
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
17
New
$2.28K - $2.6K
17 $3.59K
Feb 21, 2023 Q4 2022
Cva Family Office, LLC

BUY
 -
17
+ 0.09%
$2.28K - $2.6K
18.7K $3.95M
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
16
New
$2.15K - $2.44K
16 $3.38K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
16
+ 4.24%
$2.15K - $2.44K
393 $83K
Jan 12, 2023 Q4 2022
Beacon Capital Management, Inc.

BUY
 -
16
New
$2.15K - $2.44K
16 $3.38K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
14
New
$1.88K - $2.14K
14 $2.96K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
14
New
$1.88K - $2.14K
14 $2.96K
Feb 14, 2023 Q4 2022
Gfg Capital, LLC

BUY
 -
12
+ 0.11%
$1.61K - $1.83K
10.7K $2.26M
Jan 26, 2023 Q4 2022
Girard Partners Ltd.

BUY
 -
12
+ 0.55%
$1.61K - $1.83K
2.2K $466K
Jan 24, 2023 Q4 2022
Centerpoint Advisors, LLC

BUY
 -
11
New
$1.48K - $1.68K
11 $2.32K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
11
+ 0.99%
$1.48K - $1.68K
1.12K $236K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
11
+ 1.35%
$1.48K - $1.68K
823 $174K
Jan 20, 2023 Q4 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
10
+ 0.61%
$1.34K - $1.53K
1.64K $346K
Feb 13, 2023 Q4 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
10
+ 0.41%
$1.34K - $1.53K
2.42K $511K
Feb 15, 2023 Q4 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
9
+ 0.61%
$1.21K - $1.37K
1.49K $315K
Feb 02, 2023 Q4 2022
Farmers & Merchants Investments Inc

BUY
 -
9
New
$1.21K - $1.37K
9 $1.9K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
8
New
$1.07K - $1.22K
8 $1.69K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
8
New
$1.07K - $1.22K
8 $1.69K
Jan 05, 2023 Q4 2022
Atlas Brown,Inc.

BUY
 -
7
+ 0.35%
$939 - $1.07K
1.99K $419K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
6
New
$805 - $917
6 $1.27K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
6
New
$805 - $917
6 $1.27K

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