Purchases and Sales Made in Q2 2022 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q2 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 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.33K- 9.16% |
$1.08M - $1.42M
|
82.6K
$17.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-8.5KClosed |
$1.11M - $1.45M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.62K- 23.82% |
$1.12M - $1.47M
|
27.6K
$5.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.75K- 7.25% |
$1.14M - $1.49M
|
112K
$23.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-8.92KClosed |
$1.16M - $1.52M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-9.65K- 43.11% |
$1.26M - $1.64M
|
12.7K
$2.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.7K- 67.18% |
$1.26M - $1.65M
|
4.74K
$994K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.96K- 36.47% |
$1.3M - $1.7M
|
17.3K
$3.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10K- 7.53% |
$1.31M - $1.71M
|
123K
$25.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.6K- 34.01% |
$1.38M - $1.8M
|
20.5K
$4.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-10.7K- 28.5% |
$1.39M - $1.82M
|
26.8K
$5.63M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-11.3K- 29.94% |
$1.48M - $1.93M
|
26.6K
$5.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.5KClosed |
$1.5M - $1.96M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
SELL
|
- |
-11.7K- 26.59% |
$1.53M - $2M
|
32.4K
$6.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-12.3KClosed |
$1.6M - $2.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-12.6K- 24.63% |
$1.64M - $2.15M
|
38.5K
$8.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-13.3K- 23.57% |
$1.73M - $2.27M
|
43.2K
$9.06M
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-14K- 24.22% |
$1.82M - $2.38M
|
43.7K
$9.17M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-14KClosed |
$1.82M - $2.39M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-17.2KClosed |
$2.24M - $2.93M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-18.1K- 71.97% |
$2.36M - $3.09M
|
7.06K
$1.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.2K- 22.83% |
$2.37M - $3.1M
|
61.4K
$12.9M
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-19.1K- 51.96% |
$2.48M - $3.25M
|
17.6K
$3.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-19.1K- 40.31% |
$2.49M - $3.26M
|
28.3K
$5.94M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-19.5K- 25.77% |
$2.54M - $3.33M
|
56.3K
$11.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-19.8K- 10.43% |
$2.58M - $3.37M
|
170K
$35.6M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-21.5K- 25.47% |
$2.8M - $3.66M
|
62.9K
$13.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22K- 6.62% |
$2.87M - $3.75M
|
311K
$65.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-22.6K- 99.8% |
$2.95M - $3.86M
|
45
$9.44K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.3K- 49.65% |
$3.04M - $3.98M
|
23.7K
$4.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-24KClosed |
$3.13M - $4.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24K- 50.55% |
$3.13M - $4.09M
|
23.5K
$4.93M
|
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-24.5K- 15.53% |
$3.19M - $4.17M
|
133K
$27.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-24.5K- 13.62% |
$3.2M - $4.18M
|
156K
$32.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-25.1KClosed |
$3.27M - $4.27M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.1K- 10.01% |
$3.4M - $4.45M
|
235K
$49.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.9K- 19.47% |
$3.5M - $4.59M
|
111K
$23.3M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 22.72% |
$3.63M - $4.76M
|
94.9K
$19.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-28K- 35.57% |
$3.65M - $4.78M
|
50.8K
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-28.1K- 64.13% |
$3.65M - $4.78M
|
15.7K
$3.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.1K- 6.46% |
$3.79M - $4.96M
|
422K
$88.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-30.4K- 87.97% |
$3.96M - $5.17M
|
4.15K
$871K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-31.8K- 6.75% |
$4.14M - $5.41M
|
439K
$92M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32.4K- 34.98% |
$4.22M - $5.53M
|
60.3K
$12.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-34.5K- 99.93% |
$4.49M - $5.87M
|
25
$5.24K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35K- 79.56% |
$4.56M - $5.97M
|
9K
$1.89M
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-37.6K- 34.97% |
$4.9M - $6.41M
|
69.9K
$14.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-38K- 88.87% |
$4.94M - $6.47M
|
4.76K
$997K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.3K- 69.12% |
$5.12M - $6.7M
|
17.6K
$3.68M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.6K- 8.42% |
$5.16M - $6.76M
|
431K
$90.4M
|