Purchases and Sales Made in Q1 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 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
Apr 12, 2022 Q1 2022
Brookstone Capital Management

BUY
 -
166
+ 2.36%
$24.9K - $30.2K
7.19K $1.51M
Aug 05, 2022 Q1 2022
Gds Wealth Management

BUY
 -
160
+ 7.9%
$24K - $29.2K
2.19K $458K
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
154
+ 4.33%
$23.1K - $28.1K
3.71K $778K
Apr 29, 2022 Q1 2022
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
154
+ 2.41%
$23.1K - $28.1K
6.55K $1.37M
May 11, 2022 Q1 2022
Vicus Capital

State College, PA
BUY
 -
146
+ 0.97%
$21.9K - $26.6K
15.2K $3.18M
May 10, 2022 Q1 2022
First National Bank & Trust CO Of Newtown

BUY
 -
145
+ 3.13%
$21.8K - $26.4K
4.78K $1M
May 27, 2022 Q1 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
138
New
$20.7K - $25.1K
138 $28.9K
Apr 20, 2022 Q1 2022
Tennessee Valley Asset Management Partners

BUY
 -
132
+ 10.5%
$19.8K - $24.1K
1.39K $291K
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
126
+ 1.65%
$18.9K - $23K
7.77K $1.63M
Apr 26, 2022 Q1 2022
Center For Asset Management LLC

BUY
 -
118
+ 1.95%
$17.7K - $21.5K
6.17K $1.29M
Apr 19, 2022 Q1 2022
Security Financial Services, Inc.

BUY
 -
113
+ 1.54%
$17K - $20.6K
7.47K $1.57M
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

BUY
 -
110
New
$16.5K - $20K
110 $23.1K
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
103
+ 1.57%
$15.5K - $18.8K
6.67K $1.4M
Apr 18, 2022 Q1 2022
Dopkins Wealth Management, LLC

BUY
 -
99
+ 4.0%
$14.9K - $18K
2.57K $539K
Apr 20, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
99
+ 0.1%
$14.9K - $18K
100K $21M
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
96
+ 2400.0%
$14.4K - $17.5K
100 $21K
May 10, 2022 Q1 2022
Horan Securities, Inc.

BUY
 -
96
+ 7.82%
$14.4K - $17.5K
1.32K $277K
Apr 18, 2022 Q1 2022
Centennial Wealth Advisory LLC

BUY
 -
92
+ 3.29%
$13.8K - $16.8K
2.89K $606K
May 05, 2022 Q1 2022
Pinnacle Associates LTD

BUY
 -
91
+ 2.29%
$13.7K - $16.6K
4.07K $854K
May 16, 2022 Q1 2022
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
91
+ 3.23%
$13.7K - $16.6K
2.91K $610K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
90
+ 0.1%
$13.5K - $16.4K
90.9K $19.1M
May 05, 2022 Q1 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
90
+ 2.3%
$13.5K - $16.4K
4.01K $841K
May 10, 2022 Q1 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
90
+ 4.02%
$13.5K - $16.4K
2.33K $488K
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
88
+ 6.35%
$13.2K - $16K
1.47K $309K
May 13, 2022 Q1 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
85
+ 3.33%
$12.8K - $15.5K
2.64K $553K
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
82
+ 12.79%
$12.3K - $14.9K
723 $152K
May 05, 2022 Q1 2022
Uma Financial Services, Inc.

BUY
 -
77
+ 0.94%
$11.6K - $14K
8.23K $1.73M
May 09, 2022 Q1 2022
Sepio Capital, LP

BUY
 -
73
+ 0.56%
$11K - $13.3K
13.1K $2.76M
May 16, 2022 Q1 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
69
+ 0.39%
$10.4K - $12.6K
17.8K $3.73M
May 02, 2022 Q1 2022
Jones Financial Companies Lllp

BUY
 -
69
New
$10.4K - $12.6K
69 $14.5K
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
57
+ 0.86%
$8.55K - $10.4K
6.68K $1.4M
Apr 11, 2022 Q1 2022
Sound Income Strategies, LLC

BUY
 -
53
+ 212.0%
$7.95K - $9.66K
78 $16.4K
May 16, 2022 Q1 2022
Mendel Money Management

Northbrook, IL
BUY
 -
48
+ 2.33%
$7.2K - $8.75K
2.11K $442K
Apr 20, 2022 Q1 2022
Oxinas Partners Wealth Management LLC

BUY
 -
46
+ 1.47%
$6.9K - $8.38K
3.17K $665K
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
41
+ 0.39%
$6.15K - $7.47K
10.6K $2.21M
May 02, 2022 Q1 2022
Arkadios Wealth Advisors

BUY
 -
38
+ 1.83%
$5.7K - $6.92K
2.11K $443K
Apr 20, 2022 Q1 2022
Strategic Asset Management, LLC

BUY
 -
34
+ 27.42%
$5.1K - $6.2K
158 $33.1K
Jul 17, 2024 Q1 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
34
+ 283.33%
$5.1K - $6.2K
46 $9.65K
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
28
New
$4.2K - $5.1K
28 $5.87K
May 18, 2022 Q1 2022
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
26
+ 38.81%
$3.9K - $4.74K
93 $19.5K
May 12, 2022 Q1 2022
Archer Investment Corp

BUY
 -
25
New
$3.75K - $4.56K
25 $5.24K
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

BUY
 -
18
New
$2.7K - $3.28K
18 $3.78K
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

BUY
 -
17
+ 0.77%
$2.55K - $3.1K
2.24K $469K
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
16
+ 0.16%
$2.4K - $2.92K
10K $2.1M
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
16
+ 3.99%
$2.4K - $2.92K
417 $87.5K
Apr 25, 2022 Q1 2022
Marino, Stram & Associates LLC

BUY
 -
12
+ 0.2%
$1.8K - $2.19K
5.9K $1.24M
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
10
+ 5.92%
$1.5K - $1.82K
179 $37.5K
May 11, 2022 Q1 2022
Tctc Holdings, LLC

Dallas, TX
BUY
 -
10
New
$1.5K - $1.82K
10 $2.1K
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
9
New
$1.35K - $1.64K
9 $1.89K

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