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 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-411- 9.22% |
$53.5K - $70K
|
4.05K
$849K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-425- 40.87% |
$55.4K - $72.4K
|
615
$129K
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-430- 18.48% |
$56K - $73.3K
|
1.9K
$398K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-446- 14.06% |
$58.1K - $76K
|
2.73K
$572K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-446- 14.45% |
$58.1K - $76K
|
2.64K
$554K
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-450- 6.06% |
$58.6K - $76.7K
|
6.98K
$1.46M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-455- 8.36% |
$59.3K - $77.5K
|
4.99K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-462- 16.54% |
$60.2K - $78.7K
|
2.33K
$489K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-465- 5.33% |
$60.6K - $79.2K
|
8.26K
$1.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-465- 8.5% |
$60.6K - $79.2K
|
5.01K
$1.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-478- 18.3% |
$62.3K - $81.5K
|
2.13K
$448K
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-499- 7.62% |
$65K - $85K
|
6.05K
$1.27M
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-505- 9.23% |
$65.8K - $86.1K
|
4.97K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-512- 7.81% |
$66.7K - $87.2K
|
6.04K
$1.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-525- 30.0% |
$68.4K - $89.5K
|
1.23K
$257K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-533- 15.52% |
$69.4K - $90.8K
|
2.9K
$609K
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-536- 17.4% |
$69.8K - $91.3K
|
2.55K
$534K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-558- 2.14% |
$72.7K - $95.1K
|
25.5K
$5.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-558- 8.96% |
$72.7K - $95.1K
|
5.67K
$1.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-570- 7.92% |
$74.2K - $97.1K
|
6.62K
$1.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-577- 15.57% |
$75.2K - $98.3K
|
3.13K
$656K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-577- 5.05% |
$75.2K - $98.3K
|
10.9K
$2.28M
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-605- 40.63% |
$78.8K - $103K
|
884
$185K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-620- 52.01% |
$80.8K - $106K
|
572
$120K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-622- 14.47% |
$81K - $106K
|
3.68K
$771K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-629- 46.94% |
$81.9K - $107K
|
711
$149K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-630- 3.83% |
$82.1K - $107K
|
15.8K
$3.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-640- 2.84% |
$83.4K - $109K
|
21.9K
$4.58M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-682- 22.84% |
$88.8K - $116K
|
2.3K
$483K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-693- 88.62% |
$90.3K - $118K
|
89
$18.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-700- 3.21% |
$91.2K - $119K
|
21.1K
$4.42M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-700- 22.58% |
$91.2K - $119K
|
2.4K
$503K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-706- 99.86% |
$92K - $120K
|
1
$210
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-749- 32.26% |
$97.6K - $128K
|
1.57K
$330K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-800- 6.94% |
$104K - $136K
|
10.7K
$2.25M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-804- 31.97% |
$105K - $137K
|
1.71K
$359K
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
SELL
|
- |
-821- 2.58% |
$107K - $140K
|
31K
$6.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-840- 8.7% |
$109K - $143K
|
8.82K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-841- 28.96% |
$110K - $143K
|
2.06K
$433K
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-860- 1.39% |
$112K - $147K
|
60.9K
$12.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-928- 17.64% |
$121K - $158K
|
4.33K
$909K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-937- 4.86% |
$122K - $160K
|
18.3K
$3.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-959- 20.34% |
$125K - $163K
|
3.76K
$788K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-974- 13.22% |
$127K - $166K
|
6.39K
$1.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-986- 32.55% |
$128K - $168K
|
2.04K
$428K
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1K- 27.1% |
$130K - $170K
|
2.69K
$564K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.02K- 6.81% |
$133K - $174K
|
14K
$2.94M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.09K- 58.07% |
$141K - $185K
|
784
$164K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.16KClosed |
$150K - $197K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 8.6% |
$153K - $201K
|
12.5K
$2.62M
|