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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Baker Boyer National Bank
|
BUY
|
- |
381+ 16.26% |
$49.6K - $64.9K
|
2.72K
$569K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
303+ 2330.77% |
$39.5K - $51.6K
|
316
$66K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
300New |
$39.1K - $51.1K
|
300
$62.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
288+ 19.59% |
$37.5K - $49.1K
|
1.76K
$367K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
287+ 173.94% |
$37.4K - $48.9K
|
452
$94.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
284New |
$37K - $48.4K
|
284
$59.3K
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
276+ 0.57% |
$35.9K - $47K
|
48.8K
$10.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
273+ 0.83% |
$35.6K - $46.5K
|
33.3K
$6.96M
|
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
270+ 5.65% |
$35.2K - $46K
|
5.05K
$1.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
261New |
$34K - $44.5K
|
261
$54.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
254+ 4.04% |
$33.1K - $43.3K
|
6.54K
$1.36M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
239+ 8.72% |
$31.1K - $40.7K
|
2.98K
$623K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
232+ 7.06% |
$30.2K - $39.5K
|
3.52K
$735K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
226New |
$29.4K - $38.5K
|
226
$47.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
217+ 1.24% |
$28.3K - $37K
|
17.8K
$3.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
209+ 9.57% |
$27.2K - $35.6K
|
2.39K
$500K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
203+ 1.54% |
$26.4K - $34.6K
|
13.3K
$2.79M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
202+ 10.63% |
$26.3K - $34.4K
|
2.1K
$439K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
199+ 9.91% |
$25.9K - $33.9K
|
2.21K
$461K
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
193+ 0.12% |
$25.1K - $32.9K
|
159K
$33.1M
|
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
BUY
|
- |
173+ 0.45% |
$22.5K - $29.5K
|
38.6K
$8.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
158+ 12.7% |
$20.6K - $26.9K
|
1.4K
$293K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
148New |
$19.3K - $25.2K
|
148
$30.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
140New |
$18.2K - $23.9K
|
140
$29.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
139+ 1.01% |
$18.1K - $23.7K
|
13.9K
$2.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
134+ 1.09% |
$17.5K - $22.8K
|
12.4K
$2.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
122+ 0.61% |
$15.9K - $20.8K
|
20.2K
$4.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
110+ 2.12% |
$14.3K - $18.7K
|
5.29K
$1.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
109+ 2.19% |
$14.2K - $18.6K
|
5.08K
$1.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
103+ 3.2% |
$13.4K - $17.6K
|
3.32K
$693K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
102+ 1.73% |
$13.3K - $17.4K
|
6K
$1.25M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
98New |
$12.8K - $16.7K
|
98
$20.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
96+ 3.22% |
$12.5K - $16.4K
|
3.08K
$643K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
95+ 6.59% |
$12.4K - $16.2K
|
1.54K
$321K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
94+ 0.23% |
$12.2K - $16K
|
41.5K
$8.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
89+ 1.58% |
$11.6K - $15.2K
|
5.73K
$1.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
84+ 1.05% |
$10.9K - $14.3K
|
8.05K
$1.68M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
81New |
$10.6K - $13.8K
|
81
$16.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
80+ 0.15% |
$10.4K - $13.6K
|
52.7K
$11M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
70+ 1.41% |
$9.12K - $11.9K
|
5.02K
$1.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
66+ 9.13% |
$8.6K - $11.2K
|
789
$165K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
57New |
$7.42K - $9.71K
|
57
$11.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54New |
$7.03K - $9.2K
|
54
$11.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
46+ 1.25% |
$5.99K - $7.84K
|
3.72K
$776K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
45+ 0.58% |
$5.86K - $7.67K
|
7.74K
$1.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
42+ 4.34% |
$5.47K - $7.16K
|
1.01K
$211K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35+ 8.39% |
$4.56K - $5.96K
|
452
$94.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
34+ 0.08% |
$4.43K - $5.79K
|
40.2K
$8.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30+ 0.81% |
$3.91K - $5.11K
|
3.73K
$780K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
30New |
$3.91K - $5.11K
|
30
$6.26K
|