Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-43.1K- 95.87% |
$6.46M - $7.85M
|
1.86K
$389K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-44.3K- 79.5% |
$6.65M - $8.08M
|
11.4K
$2.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-48.1K- 61.73% |
$7.22M - $8.76M
|
29.8K
$6.25M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-49K- 57.53% |
$7.36M - $8.94M
|
36.2K
$7.59M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-51K- 97.43% |
$7.66M - $9.3M
|
1.35K
$283K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-52.6K- 5.79% |
$7.9M - $9.59M
|
857K
$180M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57.2K- 18.02% |
$8.59M - $10.4M
|
260K
$54.6M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-58K- 94.18% |
$8.7M - $10.6M
|
3.59K
$752K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-58.2K- 8.26% |
$8.73M - $10.6M
|
646K
$136M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-66K- 79.28% |
$9.9M - $12M
|
17.2K
$3.62M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-67.6K- 86.4% |
$10.1M - $12.3M
|
10.6K
$2.23M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-72.3K- 27.62% |
$10.8M - $13.2M
|
189K
$39.7M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-79.7KClosed |
$12M - $14.5M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-84.8K- 90.56% |
$12.7M - $15.4M
|
8.84K
$1.85M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-88.1K- 27.41% |
$13.2M - $16.1M
|
233K
$49M
|
|
|
May 12, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-88.8KClosed |
$13.3M - $16.2M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-92K- 66.18% |
$13.8M - $16.8M
|
47K
$9.86M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-121K- 76.71% |
$18.1M - $22M
|
36.7K
$7.69M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-127K- 22.04% |
$19.1M - $23.2M
|
451K
$94.6M
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-133K- 100.0% |
$19.9M - $24.2M
|
3
$629
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-133K- 21.99% |
$19.9M - $24.2M
|
471K
$98.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-150K- 96.11% |
$22.5M - $27.4M
|
6.08K
$1.27M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-151K- 68.06% |
$22.6M - $27.5M
|
70.8K
$14.9M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-181K- 7.53% |
$27.2M - $33M
|
2.23M
$467M
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-186K- 42.02% |
$27.9M - $33.9M
|
257K
$53.9M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-220K- 20.12% |
$33M - $40.1M
|
874K
$183M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-240K- 60.73% |
$36M - $43.7M
|
155K
$32.6M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-260KClosed |
$39M - $47.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-281K- 25.13% |
$42.2M - $51.2M
|
837K
$176M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-299K- 23.81% |
$44.8M - $54.5M
|
956K
$201M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-354K- 91.13% |
$53.2M - $64.6M
|
34.5K
$7.24M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-416K- 15.41% |
$62.5M - $75.8M
|
2.28M
$479M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-446K- 26.83% |
$66.9M - $81.2M
|
1.22M
$255M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-520KClosed |
$78.1M - $94.8M
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.65M- 99.24% |
$248M - $301M
|
12.7K
$2.66M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.83M- 82.88% |
$275M - $334M
|
379K
$79.4M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.02M- 89.92% |
$603M - $733M
|
451K
$94.6M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.6M- 99.98% |
$1.14B - $1.38B
|
1.86K
$389K
|