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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.51K- 15.78% |
$605K - $688K
|
24K
$5.04M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.11K- 3.04% |
$686K - $781K
|
163K
$34.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-5.28K- 7.41% |
$708K - $806K
|
65.9K
$13.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-5.29K- 38.19% |
$710K - $809K
|
8.57K
$1.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.36K- 6.07% |
$720K - $819K
|
82.9K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.53K- 13.07% |
$742K - $845K
|
36.8K
$7.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.79K- 12.95% |
$777K - $885K
|
38.9K
$8.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.82K- 19.03% |
$781K - $889K
|
24.7K
$5.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-5.82K- 6.88% |
$781K - $889K
|
78.8K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.82K- 7.95% |
$781K - $889K
|
67.4K
$14.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-6.41K- 28.87% |
$860K - $978K
|
15.8K
$3.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.73K- 13.64% |
$903K - $1.03M
|
42.6K
$8.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.17K- 7.96% |
$962K - $1.1M
|
82.9K
$17.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.37K- 0.7% |
$989K - $1.13M
|
1.05M
$221M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.45K- 99.99% |
$999K - $1.14M
|
1
$210
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.16K- 14.03% |
$1.23M - $1.4M
|
56.1K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-11.5K- 34.3% |
$1.55M - $1.76M
|
22.1K
$4.63M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-13.2K- 18.53% |
$1.77M - $2.02M
|
58K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-13.7K- 40.28% |
$1.84M - $2.09M
|
20.3K
$4.26M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.5K- 3.37% |
$1.94M - $2.21M
|
415K
$87.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-15K- 33.97% |
$2.01M - $2.28M
|
29.1K
$6.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-16K- 12.98% |
$2.15M - $2.44M
|
107K
$22.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-17.5K- 3.14% |
$2.35M - $2.68M
|
540K
$113M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-18.7K- 90.87% |
$2.51M - $2.86M
|
1.88K
$394K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-19K- 50.05% |
$2.56M - $2.91M
|
19K
$3.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-20K- 30.09% |
$2.68M - $3.06M
|
46.5K
$9.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-22.3K- 37.45% |
$2.99M - $3.4M
|
37.2K
$7.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-22.3K- 61.73% |
$3M - $3.41M
|
13.8K
$2.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-23.4K- 14.06% |
$3.14M - $3.57M
|
143K
$30M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25.8K- 55.71% |
$3.47M - $3.94M
|
20.5K
$4.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-26.2K- 19.75% |
$3.51M - $4M
|
106K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27K- 56.57% |
$3.63M - $4.13M
|
20.7K
$4.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-39.6K- 12.79% |
$5.32M - $6.05M
|
270K
$56.7M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-40.8K- 72.22% |
$5.47M - $6.23M
|
15.7K
$3.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.9K- 5.82% |
$6.02M - $6.85M
|
726K
$152M
|
|
|
Feb 10, 2023
Q4 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-62.2K- 47.49% |
$8.34M - $9.5M
|
68.8K
$14.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-88.4K- 61.21% |
$11.9M - $13.5M
|
56K
$11.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-253KClosed |
$33.9M - $38.6M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-476K- 80.71% |
$63.9M - $72.8M
|
114K
$23.9M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-591K- 99.6% |
$79.3M - $90.2M
|
2.38K
$500K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.58M- 99.9% |
$212M - $241M
|
1.58K
$332K
|