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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
34+ 0.61% |
$4.46K - $5.02K
|
5.6K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
30+ 1.32% |
$3.94K - $4.43K
|
2.31K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
28+ 0.62% |
$3.67K - $4.13K
|
4.56K
$956K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26New |
$3.41K - $3.84K
|
26
$5.45K
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
21+ 0.2% |
$2.75K - $3.1K
|
10.7K
$2.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$2.75K - $3.1K
|
21
$4.4K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
21New |
$2.75K - $3.1K
|
21
$4.4K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20+ 0.42% |
$2.62K - $2.95K
|
4.83K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.49% |
$2.62K - $2.95K
|
4.13K
$865K
|
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
18+ 0.03% |
$2.36K - $2.66K
|
63.1K
$13.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
17+ 0.75% |
$2.23K - $2.51K
|
2.3K
$482K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
17+ 0.37% |
$2.23K - $2.51K
|
4.56K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 16.33% |
$2.1K - $2.36K
|
114
$23.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
14+ 0.03% |
$1.84K - $2.07K
|
51.3K
$10.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12+ 1.29% |
$1.57K - $1.77K
|
944
$198K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.75% |
$1.44K - $1.62K
|
1.48K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
11New |
$1.44K - $1.62K
|
11
$2.31K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9+ 8.04% |
$1.18K - $1.33K
|
121
$25.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.78% |
$1.18K - $1.33K
|
1.17K
$245K
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
7+ 0.44% |
$918 - $1.03K
|
1.6K
$335K
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.27% |
$918 - $1.03K
|
2.59K
$543K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.45% |
$262 - $295
|
446
$93.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$262 - $295
|
1.54K
$322K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.07% |
$262 - $295
|
2.86K
$599K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.1% |
$131 - $148
|
1.03K
$215K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.01% |
$131 - $148
|
8.28K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.79% |
$131 - $148
|
57
$12K
|
|
|
Nov 01, 2022
Q3 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3- 0.03% |
$394 - $443
|
9.74K
$2.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5- 0.13% |
$656 - $738
|
3.95K
$828K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-5- 0.17% |
$656 - $738
|
2.98K
$624K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6Closed |
$787 - $886
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6- 0.3% |
$787 - $886
|
1.97K
$413K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-8- 14.81% |
$1.05K - $1.18K
|
46
$9.65K
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-10- 0.03% |
$1.31K - $1.48K
|
34.6K
$7.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-11- 0.29% |
$1.44K - $1.62K
|
3.75K
$785K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-11- 0.11% |
$1.44K - $1.62K
|
9.94K
$2.08M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-14- 0.69% |
$1.84K - $2.07K
|
2K
$420K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-15- 2.96% |
$1.97K - $2.22K
|
492
$103K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15- 16.13% |
$1.97K - $2.22K
|
78
$16.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 1.7% |
$1.97K - $2.22K
|
869
$182K
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-16- 0.51% |
$2.1K - $2.36K
|
3.14K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-20- 0.13% |
$2.62K - $2.95K
|
15.6K
$3.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-20- 0.33% |
$2.62K - $2.95K
|
5.98K
$1.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 3.68% |
$2.62K - $2.95K
|
524
$110K
|
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-21- 0.93% |
$2.75K - $3.1K
|
2.24K
$470K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-22- 0.24% |
$2.89K - $3.25K
|
8.99K
$1.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-27- 0.96% |
$3.54K - $3.99K
|
2.79K
$584K
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-28- 1.1% |
$3.67K - $4.13K
|
2.52K
$529K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-29- 0.49% |
$3.8K - $4.28K
|
5.87K
$1.23M
|