Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.03K- 21.73% |
$138K - $157K
|
3.7K
$775K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.03K- 34.03% |
$138K - $157K
|
1.99K
$418K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.03K- 1.13% |
$138K - $157K
|
90.3K
$18.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-1.05K- 3.52% |
$140K - $160K
|
28.7K
$6.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.07K- 9.18% |
$144K - $164K
|
10.6K
$2.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.14K- 1.63% |
$153K - $174K
|
68.5K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 10.77% |
$156K - $177K
|
9.61K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.21K- 40.66% |
$162K - $185K
|
1.77K
$370K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 91.81% |
$163K - $185K
|
108
$22.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.41K- 2.06% |
$189K - $215K
|
66.9K
$14M
|
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1.45K- 36.04% |
$194K - $221K
|
2.57K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.48K- 2.86% |
$198K - $226K
|
50.3K
$10.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.51K- 1.71% |
$202K - $230K
|
86.5K
$18.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.53K- 37.27% |
$205K - $234K
|
2.57K
$540K
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.56K- 39.89% |
$209K - $238K
|
2.35K
$493K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.59K- 16.33% |
$213K - $243K
|
8.15K
$1.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.72K- 8.74% |
$231K - $263K
|
18K
$3.77M
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.75K- 2.43% |
$234K - $267K
|
70K
$14.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.75K- 8.66% |
$235K - $267K
|
18.4K
$3.87M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.84K- 16.13% |
$246K - $280K
|
9.54K
$2M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.93K- 21.93% |
$259K - $295K
|
6.87K
$1.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-1.95K- 6.05% |
$261K - $298K
|
30.2K
$6.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-1.99K- 16.67% |
$267K - $303K
|
9.93K
$2.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2K- 7.36% |
$269K - $306K
|
25.2K
$5.29M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.07KClosed |
$278K - $316K
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.16K- 29.23% |
$290K - $330K
|
5.23K
$1.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.17K- 5.21% |
$291K - $331K
|
39.4K
$8.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.25K- 43.27% |
$302K - $344K
|
2.95K
$619K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.36K- 6.73% |
$317K - $361K
|
32.7K
$6.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.4K- 13.58% |
$322K - $367K
|
15.3K
$3.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.4K- 24.35% |
$322K - $367K
|
7.46K
$1.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.41K- 54.68% |
$324K - $368K
|
2K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.61K- 4.84% |
$350K - $399K
|
51.4K
$10.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-2.66K- 1.45% |
$357K - $406K
|
180K
$37.8M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.68K- 4.37% |
$359K - $409K
|
58.6K
$12.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.73K- 1.69% |
$366K - $416K
|
159K
$33.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.76K- 17.74% |
$370K - $422K
|
12.8K
$2.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.79K- 5.19% |
$374K - $426K
|
51K
$10.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.89K- 12.33% |
$388K - $441K
|
20.5K
$4.31M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.95KClosed |
$396K - $451K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3K- 48.91% |
$402K - $458K
|
3.13K
$657K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3K- 48.91% |
$402K - $458K
|
3.13K
$657K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.35K- 5.3% |
$449K - $511K
|
59.8K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.41K- 31.98% |
$457K - $520K
|
7.24K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.63K- 2.58% |
$487K - $555K
|
137K
$28.7M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.73K- 10.77% |
$500K - $569K
|
30.9K
$6.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.99K- 0.75% |
$535K - $609K
|
528K
$111M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-4.26K- 31.31% |
$571K - $650K
|
9.34K
$1.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.31K- 6.26% |
$578K - $658K
|
64.6K
$13.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.5K- 73.52% |
$604K - $687K
|
1.62K
$340K
|