Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
2.53K
New
$340K - $386K
2.53K $528K
Feb 13, 2023 Q4 2022
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
2.51K
New
$337K - $383K
2.51K $524K
Jan 19, 2023 Q4 2022
Lion Street Advisors, LLC

BUY
 -
2.49K
New
$334K - $381K
2.49K $520K
Feb 07, 2023 Q4 2022
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
2.43K
New
$326K - $371K
2.43K $507K
Jan 09, 2023 Q4 2022
Dentgroup LLC

BUY
 -
2.42K
New
$324K - $369K
2.42K $505K
Feb 14, 2023 Q4 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 -
2.37K
+ 88.33%
$318K - $362K
5.05K $1.05M
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
2.28K
New
$306K - $349K
2.28K $477K
Feb 07, 2023 Q4 2022
Arq Wealth Advisors, LLC

BUY
 -
2.28K
+ 2.87%
$305K - $348K
81.5K $17M
Feb 15, 2023 Q4 2022
Simplicity Wealth,Llc

BUY
 -
2.27K
New
$305K - $347K
2.27K $475K
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
2.24K
New
$301K - $342K
2.24K $468K
Feb 02, 2023 Q4 2022
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
2.24K
New
$300K - $341K
2.24K $467K
Feb 09, 2023 Q4 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
2.23K
+ 94.25%
$299K - $341K
4.6K $960K
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
2.19K
+ 80.63%
$294K - $335K
4.91K $1.03M
Feb 14, 2023 Q4 2022
Interchange Capital Partners, LLC

BUY
 -
2.17K
New
$292K - $332K
2.17K $454K
Feb 06, 2023 Q4 2022
W Advisors, LLC

Germantown, TN
BUY
 -
2.13K
New
$285K - $325K
2.13K $444K
Jan 19, 2023 Q4 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
2.11K
+ 67.72%
$283K - $322K
5.22K $1.09M
Jan 27, 2023 Q4 2022
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
2.11K
New
$283K - $322K
2.11K $440K
Jan 31, 2023 Q4 2022
Wedbush Securities Inc

BUY
 -
2.07K
New
$278K - $316K
2.07K $432K
Apr 03, 2023 Q4 2022
Legacy Trust

Grand Rapids, MI
BUY
 -
2.06K
New
$276K - $315K
2.06K $430K
Feb 14, 2023 Q4 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
2.03K
New
$272K - $310K
2.03K $424K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.01K
New
$269K - $307K
2.01K $419K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.98K
New
$266K - $303K
1.98K $414K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.98K
+ 247.38%
$266K - $302K
2.78K $580K
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
1.98K
New
$265K - $302K
1.98K $413K
Jan 25, 2023 Q4 2022
Hanlon Investment Management, Inc.

BUY
 -
1.96K
New
$263K - $299K
1.96K $409K
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
1.88K
+ 17.9%
$252K - $286K
12.3K $2.58M
Jan 20, 2023 Q4 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
1.85K
+ 3.49%
$248K - $283K
54.9K $11.5M
Feb 14, 2023 Q4 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.81K
New
$243K - $276K
1.81K $378K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
1.81K
+ 78.78%
$243K - $276K
4.1K $857K
Feb 07, 2023 Q4 2022
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
1.77K
New
$237K - $270K
1.77K $369K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.76K
New
$237K - $269K
1.76K $368K
Feb 14, 2023 Q4 2022
True Private Wealth Advisors

BUY
 -
1.7K
New
$228K - $260K
1.7K $355K
Jan 20, 2023 Q4 2022
Bowman & CO S.C.

BUY
 -
1.69K
New
$227K - $259K
1.69K $354K
Feb 13, 2023 Q4 2022
3 D/L Capital Management, LLC

BUY
 -
1.66K
New
$222K - $253K
1.66K $346K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
1.65K
New
$221K - $252K
1.65K $344K
Feb 14, 2023 Q4 2022
Seven One Seven Capital Management

Lancaster, PA
BUY
 -
1.62K
+ 6.74%
$218K - $248K
25.7K $5.36M
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.6K
+ 1.31%
$215K - $244K
124K $25.8M
Feb 09, 2023 Q4 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.6K
New
$214K - $244K
1.6K $333K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
1.59K
+ 2232.39%
$213K - $242K
1.66K $346K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.58K
+ 5.97%
$212K - $241K
28K $5.85M
Feb 13, 2023 Q4 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.58K
New
$212K - $241K
1.58K $329K
Feb 13, 2023 Q4 2022
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
1.56K
New
$210K - $239K
1.56K $326K
Feb 08, 2023 Q4 2022
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
1.55K
+ 1.48%
$208K - $237K
107K $22.3M
Jan 25, 2023 Q4 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
1.55K
New
$207K - $236K
1.55K $323K
Feb 03, 2023 Q4 2022
Carlson Capital Management

BUY
 -
1.54K
New
$206K - $234K
1.54K $321K
Feb 14, 2023 Q4 2022
Hsbc Holdings PLC

London, X0
BUY
 -
1.53K
+ 8.26%
$205K - $234K
20.1K $4.19M
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
1.52K
+ 88.25%
$204K - $232K
3.24K $676K
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.5K
+ 47.61%
$201K - $228K
4.64K $968K
Jan 25, 2023 Q4 2022
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
1.48K
New
$198K - $226K
1.48K $309K

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