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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-150Closed |
$22.5K - $27.3K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-152- 2.26% |
$22.8K - $27.7K
|
6.57K
$1.37M
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-152- 6.21% |
$22.8K - $27.7K
|
2.3K
$479K
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-155- 3.85% |
$23.3K - $28.2K
|
3.87K
$809K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-164- 43.5% |
$24.6K - $29.9K
|
213
$44.5K
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
SELL
|
- |
-172- 11.05% |
$25.8K - $31.3K
|
1.39K
$289K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-180- 39.3% |
$27K - $32.8K
|
278
$58.1K
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
SELL
|
- |
-189- 7.15% |
$28.4K - $34.4K
|
2.46K
$513K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-194Closed |
$29.1K - $35.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-194- 2.61% |
$29.1K - $35.3K
|
7.24K
$1.51M
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-200Closed |
$30K - $36.4K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-200Closed |
$30K - $36.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-210Closed |
$31.5K - $38.3K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-235- 29.16% |
$35.3K - $42.8K
|
571
$119K
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-239- 5.68% |
$35.9K - $43.5K
|
3.97K
$829K
|
|
May 16, 2022
Q1 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-255- 7.32% |
$38.3K - $46.5K
|
3.23K
$674K
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-255- 12.91% |
$38.3K - $46.5K
|
1.72K
$359K
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-261Closed |
$39.2K - $47.6K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-265- 5.42% |
$39.8K - $48.3K
|
4.63K
$966K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-268- 7.54% |
$40.2K - $48.8K
|
3.29K
$687K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-269- 18.71% |
$40.4K - $49K
|
1.17K
$244K
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-274- 4.97% |
$41.1K - $49.9K
|
5.23K
$1.09M
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-295- 2.52% |
$44.3K - $53.8K
|
11.4K
$2.38M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-300Closed |
$45K - $54.7K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-329- 17.17% |
$49.4K - $59.9K
|
1.59K
$331K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-338- 70.56% |
$50.7K - $61.6K
|
141
$29.4K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-340- 15.21% |
$51K - $62K
|
1.9K
$396K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-348- 11.16% |
$52.2K - $63.4K
|
2.77K
$578K
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-348- 12.79% |
$52.2K - $63.4K
|
2.37K
$496K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-348- 0.79% |
$52.2K - $63.4K
|
43.8K
$9.14M
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-354- 4.62% |
$53.1K - $64.5K
|
7.32K
$1.53M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-355- 11.28% |
$53.3K - $64.7K
|
2.79K
$583K
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-359- 2.59% |
$53.9K - $65.4K
|
13.5K
$2.82M
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-365- 14.57% |
$54.8K - $66.5K
|
2.14K
$447K
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-370- 14.98% |
$55.5K - $67.4K
|
2.1K
$439K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-372- 4.22% |
$55.8K - $67.8K
|
8.44K
$1.76M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-373- 2.92% |
$56K - $68K
|
12.4K
$2.59M
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-375- 0.82% |
$56.3K - $68.3K
|
45.5K
$9.5M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-381- 96.7% |
$57.2K - $69.4K
|
13
$2.71K
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-389- 38.36% |
$58.4K - $70.9K
|
625
$131K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-390- 17.63% |
$58.5K - $71.1K
|
1.82K
$380K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-395- 1.9% |
$59.3K - $72K
|
20.4K
$4.27M
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-400- 17.2% |
$60K - $72.9K
|
1.93K
$402K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-401Closed |
$60.2K - $73.1K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-418- 5.99% |
$62.7K - $76.2K
|
6.56K
$1.37M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-437- 5.29% |
$65.6K - $79.6K
|
7.82K
$1.63M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-446- 16.25% |
$66.9K - $81.3K
|
2.3K
$480K
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-452- 18.33% |
$67.8K - $82.4K
|
2.01K
$421K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-458- 0.93% |
$68.7K - $83.5K
|
48.6K
$10.1M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-458- 9.46% |
$68.7K - $83.5K
|
4.38K
$915K
|