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 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.18K- 52.18% |
$532K - $584K
|
2.92K
$612K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.19K- 24.98% |
$533K - $585K
|
9.58K
$2.01M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3.24K- 6.35% |
$542K - $595K
|
47.8K
$10M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.29K- 3.0% |
$549K - $603K
|
106K
$22.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.32K- 5.34% |
$554K - $609K
|
58.8K
$12.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.36K- 9.48% |
$562K - $617K
|
32.1K
$6.73M
|
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-3.37K- 9.23% |
$563K - $618K
|
33.1K
$6.95M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.43KClosed |
$573K - $629K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-3.44KClosed |
$575K - $631K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.58KClosed |
$597K - $656K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.62K- 23.49% |
$605K - $664K
|
11.8K
$2.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.76K- 30.69% |
$627K - $689K
|
8.48K
$1.78M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-3.76KClosed |
$628K - $690K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
SELL
|
- |
-3.88KClosed |
$648K - $712K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.95K- 38.23% |
$659K - $723K
|
6.37K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-4.18K- 4.85% |
$698K - $766K
|
81.9K
$17.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.7KClosed |
$784K - $861K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.92KClosed |
$821K - $901K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.01KClosed |
$836K - $918K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.63KClosed |
$939K - $1.03M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.63K- 68.15% |
$940K - $1.03M
|
2.63K
$552K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.78K- 21.61% |
$966K - $1.06M
|
21K
$4.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.79K- 70.53% |
$967K - $1.06M
|
2.42K
$508K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.87K- 26.87% |
$980K - $1.08M
|
16K
$3.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.88K- 19.94% |
$981K - $1.08M
|
23.6K
$4.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.06K- 13.56% |
$1.01M - $1.11M
|
38.6K
$8.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.36K- 82.36% |
$1.06M - $1.17M
|
1.36K
$286K
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-6.53KClosed |
$1.09M - $1.2M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.65K- 91.56% |
$1.11M - $1.22M
|
613
$129K
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-6.99KClosed |
$1.17M - $1.28M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.1KClosed |
$1.19M - $1.3M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.23KClosed |
$1.21M - $1.33M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
SELL
|
- |
-7.23K- 10.04% |
$1.21M - $1.33M
|
64.8K
$13.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.29K- 2.32% |
$1.22M - $1.34M
|
307K
$64.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.47KClosed |
$1.25M - $1.37M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-8.23KClosed |
$1.37M - $1.51M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.33K- 85.86% |
$1.39M - $1.53M
|
1.37K
$288K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.56K- 72.47% |
$1.43M - $1.57M
|
3.25K
$682K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.59K- 63.01% |
$1.43M - $1.57M
|
5.04K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-8.99K- 23.0% |
$1.5M - $1.65M
|
30.1K
$6.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.15K- 71.35% |
$1.53M - $1.68M
|
3.67K
$770K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.6KClosed |
$1.6M - $1.76M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-9.78K- 9.89% |
$1.63M - $1.79M
|
89.1K
$18.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-10K- 97.33% |
$1.67M - $1.83M
|
274
$57.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 8.49% |
$1.68M - $1.85M
|
109K
$22.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10.2K- 56.62% |
$1.71M - $1.87M
|
7.83K
$1.64M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10.4K- 96.24% |
$1.74M - $1.91M
|
407
$85.4K
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.6KClosed |
$1.77M - $1.94M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-10.6KClosed |
$1.77M - $1.94M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-10.7K- 1.63% |
$1.79M - $1.97M
|
646K
$135M
|