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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.6K+ 185.46% |
$1.73M - $2.11M
|
17.8K
$3.73M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.1K+ 3.13% |
$1.67M - $2.02M
|
366K
$76.7M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 3.5% |
$1.63M - $1.98M
|
322K
$67.5M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.6K+ 27.65% |
$1.6M - $1.94M
|
49.1K
$10.3M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.53K+ 239.89% |
$1.43M - $1.74M
|
13.5K
$2.83M
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.92KNew |
$1.34M - $1.62M
|
8.92K
$1.87M
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
8.81K+ 40.78% |
$1.32M - $1.61M
|
30.4K
$6.38M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.77K+ 47.63% |
$1.32M - $1.6M
|
27.2K
$5.7M
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.7K+ 5.74% |
$1.16M - $1.4M
|
142K
$29.7M
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.33K+ 10.1% |
$1.1M - $1.34M
|
79.9K
$16.8M
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.25K+ 7.53% |
$1.09M - $1.32M
|
104K
$21.7M
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
7K+ 96.05% |
$1.05M - $1.28M
|
14.3K
$3M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
6.67K+ 9.33% |
$1M - $1.21M
|
78.1K
$16.4M
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.66K+ 2.7% |
$1M - $1.21M
|
253K
$53.1M
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.59K+ 12.0% |
$990K - $1.2M
|
61.5K
$12.9M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.09K+ 16.05% |
$913K - $1.11M
|
44K
$9.23M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
5.79K+ 7.07% |
$869K - $1.05M
|
87.6K
$18.4M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.68K+ 14.04% |
$853K - $1.04M
|
46.2K
$9.68M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.45K+ 9.86% |
$817K - $992K
|
60.7K
$12.7M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.42KNew |
$813K - $987K
|
5.42K
$1.14M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.22K+ 171.94% |
$783K - $951K
|
8.26K
$1.73M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.12K+ 5.66% |
$768K - $933K
|
95.6K
$20.1M
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.09K+ 10.35% |
$764K - $927K
|
54.2K
$11.4M
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
4.77K+ 17.86% |
$716K - $869K
|
31.5K
$6.6M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.29K+ 5.74% |
$644K - $782K
|
79K
$16.6M
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.23K+ 4.82% |
$635K - $771K
|
92K
$19.3M
|
|
May 16, 2022
Q1 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.19K+ 5.23% |
$629K - $764K
|
84.4K
$17.7M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4.01K+ 5.33% |
$602K - $731K
|
79.3K
$16.6M
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.93K+ 2.17% |
$590K - $716K
|
185K
$38.8M
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.89K+ 2.29% |
$583K - $708K
|
174K
$36.5M
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.85K+ 5.4% |
$578K - $702K
|
75.2K
$15.8M
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.78K+ 2.46% |
$567K - $689K
|
158K
$33.1M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.67KNew |
$551K - $669K
|
3.67K
$770K
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.4K+ 3.97% |
$511K - $620K
|
89.1K
$18.7M
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.08K+ 0.52% |
$461K - $560K
|
595K
$125M
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
3.01K+ 43.24% |
$451K - $548K
|
9.97K
$2.09M
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.97KNew |
$445K - $541K
|
2.97K
$622K
|
|
May 12, 2022
Q1 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.96K+ 3.27% |
$444K - $539K
|
93.3K
$19.6M
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2.93K+ 6.33% |
$440K - $534K
|
49.2K
$10.3M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.79KNew |
$418K - $507K
|
2.79K
$584K
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.74K+ 6.83% |
$412K - $500K
|
42.9K
$9M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.73K+ 15.45% |
$410K - $497K
|
20.4K
$4.28M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.73K+ 15.45% |
$410K - $497K
|
20.4K
$4.28M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.62K+ 2.8% |
$393K - $477K
|
96K
$20.1M
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.53K+ 2.2% |
$380K - $461K
|
118K
$24.7M
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
2.5K+ 1.69% |
$376K - $456K
|
151K
$31.6M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.49K+ 207.66% |
$374K - $454K
|
3.7K
$775K
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
2.42K+ 16.43% |
$363K - $441K
|
17.2K
$3.6M
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.42K+ 13.84% |
$362K - $440K
|
19.9K
$4.17M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.39K+ 279.0% |
$359K - $436K
|
3.25K
$681K
|