Purchases and Sales Made in Q3 2021 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q3 2021. 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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.6MNew |
$434M - $477M
|
2.6M
$549M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4M+ 173.59% |
$234M - $257M
|
2.21M
$467M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.22M+ 2251.48% |
$204M - $224M
|
1.28M
$269M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
910K+ 123.73% |
$152M - $167M
|
1.65M
$348M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
873K+ 12.36% |
$146M - $160M
|
7.93M
$1.68B
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
694K+ 302.59% |
$116M - $127M
|
923K
$195M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
577K+ 9.38% |
$96.4M - $106M
|
6.73M
$1.42B
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
417K+ 8099.32% |
$69.7M - $76.5M
|
423K
$89.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
350K+ 704.34% |
$58.4M - $64.2M
|
400K
$84.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
337K+ 156.12% |
$56.2M - $61.8M
|
552K
$117M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
298K+ 123.74% |
$49.8M - $54.6M
|
539K
$114M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
159K+ 6.63% |
$26.5M - $29.1M
|
2.55M
$539M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
133KNew |
$22.3M - $24.5M
|
133K
$28.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 10.03% |
$19M - $20.8M
|
1.25M
$264M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
111KNew |
$18.5M - $20.3M
|
111K
$23.4M
|
|
|
Mar 15, 2022
Q3 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
94.7KNew |
$15.8M - $17.4M
|
94.7K
$20M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
72.8K+ 2999.01% |
$12.2M - $13.3M
|
75.2K
$15.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
67.1K+ 7.56% |
$11.2M - $12.3M
|
954K
$202M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60.7K+ 565.08% |
$10.1M - $11.1M
|
71.5K
$15.1M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
53.1K+ 131.19% |
$8.87M - $9.74M
|
93.6K
$19.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
53.1KNew |
$8.87M - $9.73M
|
53.1K
$11.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$8.35M - $9.17M
|
50K
$10.6M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49.3KNew |
$8.23M - $9.04M
|
49.3K
$10.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
44.1K+ 254.22% |
$7.36M - $8.08M
|
61.4K
$13M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
43.4KNew |
$7.25M - $7.96M
|
43.4K
$9.17M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.8K+ 2.85% |
$7.15M - $7.85M
|
1.54M
$326M
|
|
|
Oct 05, 2021
Q3 2021
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
42.6KNew |
$7.12M - $7.81M
|
42.6K
$9M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
38.6K+ 5.43% |
$6.44M - $7.07M
|
749K
$158M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
38.1K+ 555.67% |
$6.36M - $6.99M
|
44.9K
$9.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
38.1K+ 4.16% |
$6.36M - $6.98M
|
953K
$201M
|
|
|
Nov 10, 2021
Q3 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35.8KNew |
$5.98M - $6.56M
|
35.8K
$7.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
35.5K+ 1633.98% |
$5.94M - $6.52M
|
37.7K
$7.97M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.4K+ 16.28% |
$5.92M - $6.5M
|
253K
$53.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.8K+ 6.47% |
$5.82M - $6.39M
|
573K
$121M
|
|
|
Oct 29, 2021
Q3 2021
|
Q3 Asset Management
|
BUY
|
- |
34KNew |
$5.68M - $6.24M
|
34K
$7.19M
|
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
32.8K+ 88.63% |
$5.48M - $6.02M
|
69.9K
$14.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
32.3K+ 5.37% |
$5.39M - $5.92M
|
633K
$134M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30K+ 600.3% |
$5.01M - $5.5M
|
35K
$7.39M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28K+ 66.56% |
$4.67M - $5.13M
|
70K
$14.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
27.2K+ 1023.9% |
$4.54M - $4.99M
|
29.9K
$6.31M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
27.1K+ 56.58% |
$4.52M - $4.96M
|
74.9K
$15.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
26.3K+ 71.09% |
$4.39M - $4.83M
|
63.3K
$13.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.2K+ 19.33% |
$4.38M - $4.81M
|
162K
$34.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
24.6K+ 3.5% |
$4.11M - $4.51M
|
727K
$154M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
23.9KNew |
$3.99M - $4.38M
|
23.9K
$5.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
23.7KNew |
$3.96M - $4.34M
|
23.7K
$5M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.1K+ 7.38% |
$3.86M - $4.24M
|
336K
$71M
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
22.7KNew |
$3.79M - $4.16M
|
22.7K
$4.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
21.4K+ 113.73% |
$3.58M - $3.93M
|
40.3K
$8.51M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
21K+ 2398.63% |
$3.5M - $3.84M
|
21.8K
$4.61M
|