Purchases and Sales Made in Q2 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 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
Haverford Trust CO

Radnor, PA
BUY
 -
6.74K
+ 24.79%
$878K - $1.15M
33.9K $7.11M
Jul 20, 2022 Q2 2022
Trilogy Capital Inc.

BUY
 -
6.61K
+ 2.75%
$861K - $1.13M
247K $51.9M
Jul 13, 2022 Q2 2022
Trinity Wealth Management, LLC

BUY
 -
6.22K
+ 8.28%
$811K - $1.06M
81.4K $17.1M
Aug 05, 2022 Q2 2022
Arq Wealth Advisors, LLC

BUY
 -
6.04K
+ 8.35%
$787K - $1.03M
78.5K $16.5M
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

BUY
 -
5.79K
New
$754K - $987K
5.79K $1.21M
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
5.55K
+ 18.29%
$723K - $946K
35.9K $7.53M
Aug 04, 2022 Q2 2022
Sensible Financial Planning & Management, Llc.

BUY
 -
5.31K
+ 5.96%
$692K - $905K
94.4K $19.8M
Aug 10, 2022 Q2 2022
Glenview Trust CO

Louisville, KY
BUY
 -
4.95K
+ 5.15%
$644K - $843K
101K $21.2M
Jul 22, 2022 Q2 2022
Lincoln Capital Corp

BUY
 -
4.82K
+ 15.31%
$627K - $821K
36.3K $7.61M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4.81K
New
$626K - $819K
4.81K $1.01M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
4.34K
+ 88.56%
$566K - $740K
9.25K $1.94M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
4.22K
+ 10.43%
$550K - $719K
44.7K $9.37M
Aug 16, 2022 Q2 2022
Intrust Bank Na

Wichita, KS
BUY
 -
4.22K
+ 12.88%
$549K - $719K
37K $7.75M
Aug 15, 2022 Q2 2022
1832 Asset Management L.P.

Toronto, A6
BUY
 -
4.14K
+ 7.63%
$539K - $705K
58.4K $12.2M
Jul 18, 2022 Q2 2022
Well Done, LLC

BUY
 -
4.11K
+ 2.73%
$535K - $700K
155K $32.5M
Aug 08, 2022 Q2 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
4.11K
New
$535K - $699K
4.11K $861K
Aug 12, 2022 Q2 2022
Tacita Capital Inc

Toronto, A6
BUY
 -
4.08K
+ 8.96%
$531K - $695K
49.6K $10.4M
Aug 12, 2022 Q2 2022
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
3.98K
+ 5.02%
$519K - $679K
83.3K $17.5M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
3.96K
+ 164.56%
$516K - $675K
6.37K $1.34M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
3.92K
+ 1.05%
$510K - $668K
379K $79.4M
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
3.75K
+ 2.58%
$488K - $639K
149K $31.3M
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
3.53K
New
$459K - $601K
3.53K $740K
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.49K
+ 1.5%
$455K - $595K
237K $49.7M
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
3.2K
New
$417K - $545K
3.2K $671K
Aug 11, 2022 Q2 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
3.14K
+ 9.27%
$409K - $535K
37K $7.76M
Jul 13, 2022 Q2 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
3.13K
+ 8.03%
$407K - $533K
42K $8.82M
Jul 15, 2022 Q2 2022
Kathleen S. Wright Associates Inc.

BUY
 -
3.11K
+ 18.98%
$405K - $529K
19.5K $4.09M
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
3.05K
+ 36.31%
$398K - $520K
11.5K $2.4M
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
2.94K
New
$383K - $501K
2.94K $617K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
2.83K
New
$369K - $482K
2.83K $594K
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
2.78K
+ 3.55%
$361K - $473K
81K $17M
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

BUY
 -
2.77K
+ 35.63%
$360K - $471K
10.5K $2.21M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
2.75K
+ 5.08%
$358K - $468K
56.9K $11.9M
Aug 02, 2022 Q2 2022
Journey Advisory Group, LLC

BUY
 -
2.65K
New
$345K - $452K
2.65K $556K
Jul 19, 2022 Q2 2022
Lion Street Advisors, LLC

BUY
 -
2.49K
New
$324K - $424K
2.49K $522K
Aug 10, 2022 Q2 2022
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
2.48K
+ 4.03%
$323K - $423K
64K $13.4M
Jul 08, 2022 Q2 2022
Anderson Hoagland & CO

BUY
 -
2.38K
+ 7.58%
$309K - $405K
33.7K $7.07M
Aug 11, 2022 Q2 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
2.37K
+ 2.44%
$308K - $403K
99.5K $20.9M
Jul 11, 2022 Q2 2022
Stonehearth Capital Management, LLC

BUY
 -
2.34K
+ 2.54%
$304K - $398K
94.3K $19.8M
Aug 02, 2022 Q2 2022
Papp L Roy & Associates

BUY
 -
2.34K
New
$304K - $398K
2.34K $490K
Aug 03, 2022 Q2 2022
Simplex Trading, LLC

BUY
 -
2.29K
New
$298K - $390K
2.29K $480K
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.28K
+ 21.63%
$297K - $389K
12.8K $2.69M
Jul 22, 2022 Q2 2022
Tillar Wenstrup Advisors, LLC

BUY
 -
2.21K
+ 4.44%
$288K - $377K
52K $10.9M
Jul 13, 2022 Q2 2022
Unison Advisors LLC

BUY
 -
2.19K
+ 21.96%
$285K - $373K
12.2K $2.55M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
2.06K
+ 16.59%
$268K - $351K
14.5K $3.04M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
2.05K
New
$267K - $349K
2.05K $430K
Aug 10, 2022 Q2 2022
Spearhead Capital Advisors, LLC

Wellington, FL
BUY
 -
2.02K
+ 12.2%
$263K - $344K
18.6K $3.89M
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.95K
+ 11.43%
$254K - $333K
19K $3.99M
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
1.91K
+ 3.94%
$249K - $326K
50.5K $10.6M

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