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 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.39KClosed |
$232K - $255K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.4K- 2.76% |
$233K - $256K
|
49.1K
$10.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.43KClosed |
$239K - $262K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-1.44KClosed |
$240K - $263K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.44KClosed |
$241K - $264K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.49K- 1.19% |
$248K - $273K
|
123K
$25.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.51K- 7.63% |
$252K - $276K
|
18.2K
$3.82M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.53KClosed |
$256K - $281K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.58KClosed |
$264K - $289K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.62K- 9.4% |
$270K - $296K
|
15.6K
$3.27M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.62K- 9.13% |
$270K - $296K
|
16.1K
$3.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.63K- 8.31% |
$272K - $298K
|
17.9K
$3.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.79KClosed |
$299K - $328K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-1.82KClosed |
$304K - $333K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.82KClosed |
$304K - $334K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.84K- 69.72% |
$308K - $338K
|
800
$168K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.85K- 15.82% |
$308K - $338K
|
9.82K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.92K- 35.43% |
$320K - $351K
|
3.49K
$732K
|
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.93K- 5.56% |
$322K - $354K
|
32.7K
$6.86M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.98KClosed |
$330K - $363K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2K- 6.87% |
$334K - $367K
|
27.1K
$5.69M
|
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-2.04K- 6.51% |
$340K - $373K
|
29.2K
$6.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.05K- 62.21% |
$342K - $375K
|
1.24K
$260K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.09K- 1.19% |
$349K - $383K
|
173K
$36.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2.09K- 88.64% |
$349K - $384K
|
268
$56.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.1KClosed |
$350K - $384K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2.1K- 2.22% |
$350K - $385K
|
92.3K
$19.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.11K- 2.15% |
$352K - $386K
|
95.8K
$20.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.16K- 35.25% |
$360K - $395K
|
3.96K
$831K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.21KClosed |
$368K - $405K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.21K- 4.63% |
$370K - $406K
|
45.6K
$9.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.23K- 10.81% |
$372K - $409K
|
18.4K
$3.86M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.24K- 6.18% |
$375K - $411K
|
34K
$7.14M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.29K- 8.5% |
$383K - $420K
|
24.7K
$5.18M
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.32K- 21.46% |
$388K - $426K
|
8.51K
$1.78M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.33K- 5.66% |
$389K - $427K
|
38.9K
$8.15M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.35K- 31.67% |
$392K - $430K
|
5.06K
$1.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.4K- 3.54% |
$401K - $441K
|
65.5K
$13.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.44KClosed |
$408K - $448K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.49K- 18.93% |
$416K - $457K
|
10.7K
$2.24M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2.58KClosed |
$431K - $473K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.6K- 6.61% |
$433K - $476K
|
36.6K
$7.69M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.63K- 24.84% |
$440K - $483K
|
7.97K
$1.67M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.66K- 48.31% |
$444K - $488K
|
2.85K
$597K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.71K- 23.8% |
$452K - $497K
|
8.67K
$1.82M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.74KClosed |
$458K - $503K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.78K- 22.38% |
$464K - $509K
|
9.63K
$2.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.83K- 29.09% |
$473K - $519K
|
6.9K
$1.45M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.84K- 90.82% |
$474K - $521K
|
287
$60.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.01K- 0.13% |
$503K - $552K
|
2.37M
$497M
|