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 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-13- 0.5% |
$1.69K - $2.22K
|
2.58K
$541K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-15- 0.87% |
$1.95K - $2.56K
|
1.71K
$358K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-16- 10.88% |
$2.08K - $2.73K
|
131
$27.5K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18Closed |
$2.34K - $3.07K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-20Closed |
$2.61K - $3.41K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-25- 15.92% |
$3.26K - $4.26K
|
132
$27.7K
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-27- 0.73% |
$3.52K - $4.6K
|
3.67K
$769K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-28- 0.17% |
$3.65K - $4.77K
|
16.2K
$3.4M
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-31- 1.35% |
$4.04K - $5.28K
|
2.26K
$475K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-34- 73.91% |
$4.43K - $5.79K
|
12
$2.52K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-45- 2.2% |
$5.86K - $7.67K
|
2K
$420K
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-48- 1.82% |
$6.25K - $8.18K
|
2.59K
$543K
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-54- 9.63% |
$7.03K - $9.2K
|
507
$106K
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-55- 0.36% |
$7.16K - $9.37K
|
15.3K
$3.2M
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-57- 1.4% |
$7.42K - $9.71K
|
4.02K
$843K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-58- 10.16% |
$7.55K - $9.88K
|
513
$108K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-59Closed |
$7.68K - $10.1K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-59- 0.56% |
$7.68K - $10.1K
|
10.5K
$2.2M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-60- 0.9% |
$7.82K - $10.2K
|
6.61K
$1.39M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-65- 0.1% |
$8.47K - $11.1K
|
64.3K
$13.5M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-66Closed |
$8.6K - $11.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-71Closed |
$9.25K - $12.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-72- 1.65% |
$9.38K - $12.3K
|
4.3K
$902K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-75- 31.25% |
$9.77K - $12.8K
|
165
$34.6K
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-82- 3.97% |
$10.7K - $14K
|
1.99K
$417K
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-83- 1.71% |
$10.8K - $14.1K
|
4.78K
$1M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-84- 0.55% |
$10.9K - $14.3K
|
15.2K
$3.19M
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-89- 1.08% |
$11.6K - $15.2K
|
8.14K
$1.71M
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-93- 3.92% |
$12.1K - $15.8K
|
2.28K
$478K
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-94- 3.23% |
$12.2K - $16K
|
2.81K
$590K
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-95- 3.59% |
$12.4K - $16.2K
|
2.55K
$534K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-99- 5.22% |
$12.9K - $16.9K
|
1.8K
$377K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-99- 3.85% |
$12.9K - $16.9K
|
2.48K
$519K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$13K - $17K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-100- 35.97% |
$13K - $17K
|
178
$37.3K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-101- 17.53% |
$13.2K - $17.2K
|
475
$99.6K
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-105- 28.38% |
$13.7K - $17.9K
|
265
$55.6K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-109- 5.39% |
$14.2K - $18.6K
|
1.91K
$401K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-110Closed |
$14.3K - $18.7K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-115Closed |
$15K - $19.6K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-118- 14.3% |
$15.4K - $20.1K
|
707
$148K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-119- 5.06% |
$15.5K - $20.3K
|
2.23K
$468K
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-120- 7.55% |
$15.6K - $20.4K
|
1.47K
$308K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-124- 6.63% |
$16.2K - $21.1K
|
1.75K
$366K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-128Closed |
$16.7K - $21.8K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-128- 19.05% |
$16.7K - $21.8K
|
544
$114K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-128- 96.24% |
$16.7K - $21.8K
|
5
$1.05K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-129- 0.09% |
$16.8K - $22K
|
142K
$29.7M
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-130Closed |
$16.9K - $22.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-142- 6.18% |
$18.5K - $24.2K
|
2.16K
$452K
|