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 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-759- 0.68% |
$99.6K - $112K
|
111K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-761- 4.0% |
$99.8K - $112K
|
18.3K
$3.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-769- 13.92% |
$101K - $114K
|
4.76K
$998K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-804- 5.92% |
$105K - $119K
|
12.8K
$2.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-875- 34.92% |
$115K - $129K
|
1.63K
$342K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-900- 0.29% |
$118K - $133K
|
310K
$65M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-902- 24.16% |
$118K - $133K
|
2.83K
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-918- 29.81% |
$120K - $136K
|
2.16K
$453K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-924- 6.36% |
$121K - $136K
|
13.6K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-936- 10.26% |
$123K - $138K
|
8.18K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-996- 3.26% |
$131K - $147K
|
29.5K
$6.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.02K- 9.51% |
$134K - $151K
|
9.72K
$2.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.03K- 25.24% |
$135K - $152K
|
3.05K
$641K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.03K- 25.61% |
$135K - $152K
|
2.99K
$628K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.04K- 9.91% |
$137K - $154K
|
9.49K
$1.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.06K- 25.56% |
$139K - $157K
|
3.09K
$648K
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.07K- 1.51% |
$140K - $158K
|
69.6K
$14.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.11K- 0.78% |
$145K - $164K
|
141K
$29.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.12K- 26.33% |
$147K - $166K
|
3.14K
$659K
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.14K- 1.57% |
$150K - $168K
|
71.7K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.23K- 9.82% |
$161K - $181K
|
11.3K
$2.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 11.25% |
$169K - $190K
|
10.2K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.4K- 43.75% |
$184K - $207K
|
1.8K
$378K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 28.18% |
$185K - $208K
|
3.6K
$754K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.52K- 7.42% |
$200K - $225K
|
19K
$3.98M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.57K- 43.69% |
$206K - $231K
|
2.02K
$424K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.6K- 30.32% |
$210K - $236K
|
3.68K
$772K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.63K- 2.58% |
$213K - $240K
|
61.3K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.66K- 38.22% |
$217K - $245K
|
2.68K
$561K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.66K- 2.52% |
$218K - $245K
|
64.2K
$13.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.69K- 25.44% |
$221K - $249K
|
4.94K
$1.04M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.74K- 36.61% |
$228K - $257K
|
3.01K
$632K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.75K- 11.08% |
$230K - $259K
|
14K
$2.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.76K- 41.01% |
$231K - $260K
|
2.54K
$532K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.8K- 2.17% |
$235K - $265K
|
80.8K
$17M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.82K- 29.19% |
$238K - $268K
|
4.41K
$925K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.83K- 44.42% |
$241K - $271K
|
2.3K
$481K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.86K- 13.27% |
$244K - $275K
|
12.2K
$2.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.93K- 5.22% |
$253K - $285K
|
35.1K
$7.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-1.96K- 8.75% |
$257K - $290K
|
20.5K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.97K- 2.39% |
$258K - $291K
|
80.6K
$16.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.99K- 6.12% |
$261K - $294K
|
30.6K
$6.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.99K- 29.29% |
$261K - $294K
|
4.81K
$1.01M
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 48.67% |
$267K - $300K
|
2.14K
$449K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.11K- 8.29% |
$277K - $312K
|
23.3K
$4.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 51.0% |
$300K - $338K
|
2.2K
$461K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.29K- 39.98% |
$301K - $338K
|
3.44K
$721K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-2.29K- 12.71% |
$301K - $338K
|
15.7K
$3.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-2.39K- 1.55% |
$314K - $353K
|
152K
$32M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.4K- 11.0% |
$315K - $355K
|
19.5K
$4.08M
|