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 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.48KNew |
$198K - $225K
|
1.48K
$308K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 131.31% |
$197K - $224K
|
2.59K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45K+ 144900.0% |
$194K - $221K
|
1.45K
$303K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.44K+ 567.59% |
$193K - $219K
|
1.69K
$353K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.42KNew |
$191K - $217K
|
1.42K
$297K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.42KNew |
$191K - $217K
|
1.42K
$297K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.42KNew |
$190K - $216K
|
1.42K
$295K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.39KNew |
$186K - $212K
|
1.39K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 26.44% |
$180K - $204K
|
6.4K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.34K+ 95.09% |
$179K - $204K
|
2.74K
$572K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.32KNew |
$177K - $201K
|
1.32K
$275K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 79.74% |
$176K - $200K
|
2.96K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.3K+ 46.73% |
$174K - $199K
|
4.08K
$852K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.3K+ 1.6% |
$174K - $198K
|
82.1K
$17.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.25K+ 0.95% |
$168K - $191K
|
132K
$27.6M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.23K+ 21.49% |
$166K - $189K
|
6.98K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.23K+ 5.42% |
$165K - $188K
|
24K
$5M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 1.39% |
$165K - $188K
|
89.3K
$18.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
1.2KNew |
$161K - $183K
|
1.2K
$251K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.19K+ 7.59% |
$160K - $182K
|
16.9K
$3.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.18K+ 3.2% |
$159K - $181K
|
38.1K
$7.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.16KNew |
$156K - $178K
|
1.16K
$243K
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$149K - $169K
|
1.11K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.1KNew |
$147K - $167K
|
1.1K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 2.63% |
$144K - $164K
|
41.9K
$8.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 28.95% |
$140K - $159K
|
4.64K
$968K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 3.84% |
$138K - $157K
|
27.8K
$5.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 27.6% |
$136K - $154K
|
4.67K
$975K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
928New |
$125K - $142K
|
928
$194K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
902+ 5.41% |
$121K - $138K
|
17.6K
$3.67M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
895+ 9.41% |
$120K - $137K
|
10.4K
$2.17M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
877+ 37.18% |
$118K - $134K
|
3.24K
$676K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
875+ 24.08% |
$117K - $134K
|
4.51K
$942K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
857New |
$115K - $131K
|
857
$179K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
817+ 12.82% |
$110K - $125K
|
7.19K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
809New |
$109K - $124K
|
809
$169K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
794+ 4.18% |
$107K - $121K
|
19.8K
$4.13M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
790New |
$106K - $121K
|
790
$165K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
781+ 0.55% |
$105K - $119K
|
143K
$29.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
741+ 1.43% |
$99.4K - $113K
|
52.5K
$11M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
734+ 1.73% |
$98.5K - $112K
|
43.2K
$9.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
729+ 17.91% |
$97.8K - $111K
|
4.8K
$1M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
682New |
$91.5K - $104K
|
682
$142K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
680+ 3.01% |
$91.3K - $104K
|
23.3K
$4.86M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
666+ 79.67% |
$89.4K - $102K
|
1.5K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
639+ 5.66% |
$85.8K - $97.6K
|
11.9K
$2.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
638+ 10.67% |
$85.6K - $97.5K
|
6.62K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
630New |
$84.6K - $96.2K
|
630
$132K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
589+ 5.36% |
$79K - $90K
|
11.6K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
571New |
$76.6K - $87.2K
|
571
$119K
|