Purchases and Sales Made in Q3 2022 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.38K- 8.43% |
$1.23M - $1.38M
|
102K
$21.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.43K- 9.48% |
$1.24M - $1.39M
|
90.1K
$18.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.72K- 38.94% |
$1.28M - $1.44M
|
15.3K
$3.18M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.96K- 13.25% |
$1.31M - $1.47M
|
65.3K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.4K- 59.46% |
$1.37M - $1.54M
|
7.12K
$1.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-10.6K- 29.26% |
$1.39M - $1.57M
|
25.7K
$5.36M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-11K- 72.57% |
$1.45M - $1.63M
|
4.17K
$870K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.1K- 4.71% |
$1.45M - $1.63M
|
224K
$46.7M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-11.2K- 7.93% |
$1.47M - $1.66M
|
130K
$27.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11.4K- 49.37% |
$1.5M - $1.69M
|
11.7K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-12.3K- 37.36% |
$1.61M - $1.81M
|
20.6K
$4.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-13.3K- 11.89% |
$1.74M - $1.96M
|
98.4K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.9K- 23.12% |
$1.83M - $2.06M
|
46.3K
$9.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-14.2K- 38.5% |
$1.87M - $2.1M
|
22.7K
$4.75M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-14.6K- 1.14% |
$1.91M - $2.15M
|
1.26M
$264M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 26.11% |
$1.93M - $2.17M
|
41.6K
$8.68M
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-16.5K- 39.63% |
$2.16M - $2.43M
|
25.1K
$5.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-17K- 22.18% |
$2.23M - $2.5M
|
59.5K
$12.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-17K- 61.53% |
$2.23M - $2.51M
|
10.6K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.4K- 27.9% |
$2.29M - $2.58M
|
45.1K
$9.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-17.6KClosed |
$2.31M - $2.6M
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-18.1K- 25.94% |
$2.38M - $2.68M
|
51.8K
$10.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.2K- 16.37% |
$2.39M - $2.69M
|
92.9K
$19.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.6K- 47.1% |
$2.44M - $2.75M
|
20.9K
$4.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20.5K- 16.61% |
$2.68M - $3.02M
|
103K
$21.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-21.5K- 49.27% |
$2.83M - $3.18M
|
22.2K
$4.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25.3K- 8.74% |
$3.32M - $3.74M
|
264K
$55.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-25.5K- 13.96% |
$3.34M - $3.76M
|
157K
$32.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-25.6K- 4.39% |
$3.36M - $3.78M
|
558K
$116M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-25.7K- 26.5% |
$3.37M - $3.79M
|
71.2K
$14.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.6K- 36.3% |
$3.62M - $4.08M
|
48.5K
$10.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.1K- 6.97% |
$3.69M - $4.16M
|
376K
$78.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-30.6K- 5.44% |
$4.02M - $4.52M
|
532K
$111M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31K- 3.86% |
$4.06M - $4.57M
|
771K
$161M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 10.93% |
$4.54M - $5.11M
|
282K
$58.8M
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-36.2K- 2.0% |
$4.75M - $5.35M
|
1.77M
$370M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.4K- 9.13% |
$5.17M - $5.81M
|
392K
$81.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-39.6K- 62.81% |
$5.19M - $5.85M
|
23.4K
$4.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.3K- 9.55% |
$5.28M - $5.95M
|
382K
$79.7M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.3K- 85.04% |
$5.42M - $6.1M
|
7.27K
$1.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.3K- 85.04% |
$5.42M - $6.1M
|
7.27K
$1.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-45K- 23.77% |
$5.9M - $6.65M
|
144K
$30.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-54.2K- 5.75% |
$7.12M - $8.01M
|
889K
$186M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.2K- 9.74% |
$7.76M - $8.74M
|
548K
$114M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-60K- 46.48% |
$7.88M - $8.87M
|
69.1K
$14.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-68.7K- 29.96% |
$9.01M - $10.1M
|
161K
$33.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-71.8K- 48.1% |
$9.42M - $10.6M
|
77.4K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-96.1K- 13.24% |
$12.6M - $14.2M
|
630K
$132M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-105K- 5.46% |
$13.7M - $15.5M
|
1.81M
$379M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111K- 5.29% |
$14.6M - $16.4M
|
1.99M
$415M
|