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 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.19K- 22.83% |
$154K - $202K
|
4.01K
$837K
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.2K- 75.02% |
$156K - $204K
|
398
$83.1K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.2KClosed |
$156K - $204K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.2K- 6.93% |
$156K - $204K
|
16.1K
$3.36M
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1.23KClosed |
$160K - $210K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.23KClosed |
$160K - $210K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.23KClosed |
$161K - $210K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.23KClosed |
$161K - $210K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.25K- 38.82% |
$163K - $214K
|
1.98K
$412K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.26KClosed |
$163K - $214K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.26KClosed |
$164K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.27K- 9.4% |
$165K - $216K
|
12.2K
$2.55M
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.28KClosed |
$167K - $218K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.28KClosed |
$167K - $218K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.29KClosed |
$168K - $219K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.29K- 8.12% |
$168K - $220K
|
14.6K
$3.05M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-1.3KClosed |
$169K - $221K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.3KClosed |
$170K - $222K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-1.33KClosed |
$173K - $226K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.33K- 4.17% |
$173K - $226K
|
30.5K
$6.38M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.35KClosed |
$175K - $230K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.35KClosed |
$176K - $230K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.36KClosed |
$177K - $231K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.36K- 12.96% |
$177K - $231K
|
9.12K
$1.9M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.38KClosed |
$180K - $235K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.39KClosed |
$180K - $236K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.39KClosed |
$181K - $237K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.4K- 17.43% |
$182K - $238K
|
6.62K
$1.38M
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.41K- 48.63% |
$183K - $239K
|
1.48K
$310K
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.41K- 17.16% |
$183K - $239K
|
6.78K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.43K- 25.06% |
$186K - $244K
|
4.28K
$894K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.44K- 28.69% |
$188K - $246K
|
3.59K
$749K
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.44K- 76.96% |
$188K - $246K
|
432
$90.2K
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.45KClosed |
$189K - $248K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.46K- 12.76% |
$190K - $248K
|
9.95K
$2.08M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.47KClosed |
$192K - $251K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 36.19% |
$193K - $252K
|
2.61K
$545K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.49K- 17.54% |
$193K - $253K
|
6.98K
$1.46M
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.49KClosed |
$194K - $254K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.51KClosed |
$196K - $256K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 33.05% |
$199K - $260K
|
3.09K
$645K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.55K- 1.38% |
$202K - $264K
|
111K
$23.2M
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-1.56K- 5.13% |
$203K - $266K
|
28.9K
$6.03M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.66KClosed |
$216K - $283K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 23.09% |
$218K - $285K
|
5.57K
$1.16M
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.67KClosed |
$218K - $285K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68KClosed |
$218K - $285K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.68K- 39.55% |
$219K - $286K
|
2.57K
$536K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.68KClosed |
$219K - $286K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.68K- 19.13% |
$219K - $287K
|
7.12K
$1.49M
|