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 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-460- 18.33% |
$69K - $83.8K
|
2.05K
$430K
|
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-460- 0.57% |
$69K - $83.8K
|
80.2K
$16.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-468- 10.96% |
$70.2K - $85.3K
|
3.8K
$797K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-480Closed |
$72K - $87.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-480- 9.72% |
$72K - $87.5K
|
4.46K
$935K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-496- 16.56% |
$74.4K - $90.4K
|
2.5K
$524K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-497- 41.28% |
$74.6K - $90.6K
|
707
$148K
|
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-510- 1.98% |
$76.5K - $92.9K
|
25.2K
$5.29M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-510- 3.28% |
$76.5K - $92.9K
|
15K
$3.15M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-511- 14.44% |
$76.7K - $93.1K
|
3.03K
$635K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-514- 23.96% |
$77.1K - $93.7K
|
1.63K
$342K
|
|
|
May 05, 2022
Q1 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-529- 28.53% |
$79.4K - $96.4K
|
1.33K
$278K
|
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-532- 11.54% |
$79.8K - $96.9K
|
4.08K
$855K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-554- 3.61% |
$83.1K - $101K
|
14.8K
$3.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-555- 17.34% |
$83.3K - $101K
|
2.65K
$555K
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-565- 3.32% |
$84.8K - $103K
|
16.5K
$3.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-573- 5.09% |
$86K - $104K
|
10.7K
$2.24M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-598- 11.26% |
$89.7K - $109K
|
4.72K
$989K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-628- 22.03% |
$94.2K - $114K
|
2.22K
$466K
|
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-636- 1.26% |
$95.4K - $116K
|
49.8K
$10.5M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-641- 3.36% |
$96.2K - $117K
|
18.4K
$3.87M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-645- 18.2% |
$96.8K - $118K
|
2.9K
$608K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-646- 27.77% |
$96.9K - $118K
|
1.68K
$352K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-677- 21.21% |
$102K - $123K
|
2.52K
$527K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-692- 2.98% |
$104K - $126K
|
22.5K
$4.72M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-703- 35.9% |
$105K - $128K
|
1.26K
$263K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-704- 21.23% |
$106K - $128K
|
2.61K
$548K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-705Closed |
$106K - $128K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-710- 15.4% |
$107K - $129K
|
3.9K
$818K
|
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-742- 28.53% |
$111K - $135K
|
1.86K
$390K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-747- 37.75% |
$112K - $136K
|
1.23K
$258K
|
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-749- 12.04% |
$112K - $136K
|
5.47K
$1.15M
|
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-758- 11.56% |
$114K - $138K
|
5.8K
$1.22M
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-759- 7.94% |
$114K - $138K
|
8.8K
$1.85M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-761- 1.06% |
$114K - $139K
|
71.3K
$15M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-785- 1.03% |
$118K - $143K
|
75.8K
$15.9M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-822- 5.11% |
$123K - $150K
|
15.3K
$3.2M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-880- 7.75% |
$132K - $160K
|
10.5K
$2.2M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-889Closed |
$133K - $162K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-891- 3.25% |
$134K - $162K
|
26.6K
$5.57M
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-950- 11.34% |
$143K - $173K
|
7.43K
$1.56M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-972- 48.31% |
$146K - $177K
|
1.04K
$218K
|
|
|
May 10, 2022
Q1 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-978- 1.09% |
$147K - $178K
|
88.7K
$18.6M
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-998- 4.85% |
$150K - $182K
|
19.6K
$4.11M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 25.13% |
$155K - $189K
|
3.09K
$647K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.05K- 43.91% |
$157K - $191K
|
1.34K
$281K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.06K- 84.74% |
$158K - $192K
|
190
$39.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.06K- 11.48% |
$159K - $194K
|
8.19K
$1.72M
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 17.5% |
$165K - $201K
|
5.19K
$1.09M
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.1K- 12.09% |
$166K - $201K
|
8.02K
$1.68M
|