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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-38- 13.67% |
$5.7K - $6.92K
|
240
$50.3K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-40Closed |
$6K - $7.29K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-46- 97.87% |
$6.9K - $8.38K
|
1
$210
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-49- 1.7% |
$7.35K - $8.93K
|
2.83K
$593K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-49Closed |
$7.35K - $8.93K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-50- 2.27% |
$7.5K - $9.11K
|
2.16K
$452K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-56- 1.3% |
$8.4K - $10.2K
|
4.25K
$890K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-56- 7.69% |
$8.4K - $10.2K
|
672
$141K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-57Closed |
$8.55K - $10.4K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-58- 5.65% |
$8.7K - $10.6K
|
968
$203K
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-60- 0.7% |
$9K - $10.9K
|
8.5K
$1.78M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-63- 4.16% |
$9.45K - $11.5K
|
1.45K
$305K
|
|
|
Apr 22, 2022
Q1 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-69- 2.61% |
$10.4K - $12.6K
|
2.57K
$540K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-71- 2.66% |
$10.7K - $12.9K
|
2.59K
$544K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-74- 1.02% |
$11.1K - $13.5K
|
7.19K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-75Closed |
$11.3K - $13.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-78- 0.4% |
$11.7K - $14.2K
|
19.3K
$4.04M
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-79- 0.25% |
$11.9K - $14.4K
|
31.9K
$6.68M
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-80- 3.73% |
$12K - $14.6K
|
2.06K
$433K
|
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-81- 2.72% |
$12.2K - $14.8K
|
2.89K
$607K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-83- 1.2% |
$12.5K - $15.1K
|
6.81K
$1.43M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-84- 5.34% |
$12.6K - $15.3K
|
1.49K
$312K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88- 6.81% |
$13.2K - $16K
|
1.2K
$253K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-92- 5.47% |
$13.8K - $16.8K
|
1.59K
$333K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-95- 38.93% |
$14.3K - $17.3K
|
149
$31.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-98- 3.91% |
$14.7K - $17.9K
|
2.41K
$505K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100Closed |
$15K - $18.2K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 4.76% |
$15K - $18.2K
|
2K
$419K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-100Closed |
$15K - $18.2K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-116- 0.53% |
$17.4K - $21.1K
|
21.8K
$4.58M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-121- 13.4% |
$18.2K - $22K
|
782
$164K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-122- 7.57% |
$18.3K - $22.2K
|
1.49K
$312K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-123- 1.54% |
$18.5K - $22.4K
|
7.87K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-124- 2.67% |
$18.6K - $22.6K
|
4.51K
$947K
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-126Closed |
$18.9K - $23K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-127- 6.34% |
$19.1K - $23.1K
|
1.88K
$393K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-128- 5.43% |
$19.2K - $23.3K
|
2.23K
$468K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-130Closed |
$19.5K - $23.7K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-133- 7.48% |
$20K - $24.2K
|
1.64K
$345K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-134Closed |
$20.1K - $24.4K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-135- 4.86% |
$20.3K - $24.6K
|
2.64K
$554K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-136- 2.96% |
$20.4K - $24.8K
|
4.46K
$935K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-140- 9.2% |
$21K - $25.5K
|
1.38K
$290K
|
|
|
May 11, 2022
Q1 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-143- 0.57% |
$21.5K - $26.1K
|
24.7K
$5.19M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-146Closed |
$21.9K - $26.6K
|
0
$0
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-147- 6.94% |
$22.1K - $26.8K
|
1.97K
$414K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-147- 48.84% |
$22.1K - $26.8K
|
154
$32.3K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-148- 25.78% |
$22.2K - $27K
|
426
$89.3K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-149- 5.15% |
$22.4K - $27.1K
|
2.74K
$575K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-149- 5.96% |
$22.4K - $27.1K
|
2.35K
$493K
|