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 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-11.9K- 80.79% |
$1.99M - $2.18M
|
2.83K
$591K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.9K- 2.4% |
$1.99M - $2.18M
|
484K
$101M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-12.5KClosed |
$2.1M - $2.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-12.6KClosed |
$2.1M - $2.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12.9K- 83.62% |
$2.15M - $2.36M
|
2.52K
$526K
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-13.4K- 74.64% |
$2.23M - $2.45M
|
4.54K
$949K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.6KClosed |
$2.27M - $2.5M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-13.6K- 86.81% |
$2.28M - $2.5M
|
2.07K
$433K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-13.7K- 62.58% |
$2.29M - $2.52M
|
8.21K
$1.72M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-14.4K- 63.35% |
$2.41M - $2.65M
|
8.35K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.6K- 11.57% |
$2.43M - $2.67M
|
111K
$23.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-14.8K- 16.99% |
$2.47M - $2.71M
|
72.3K
$15.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-14.9K- 75.76% |
$2.48M - $2.73M
|
4.76K
$994K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-15K- 87.82% |
$2.51M - $2.75M
|
2.08K
$435K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-15.4K- 4.25% |
$2.57M - $2.82M
|
347K
$72.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-15.4KClosed |
$2.57M - $2.82M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-16KClosed |
$2.68M - $2.94M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-16.3K- 82.54% |
$2.73M - $3M
|
3.46K
$722K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-16.6K- 13.78% |
$2.77M - $3.04M
|
104K
$21.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-16.8K- 15.27% |
$2.8M - $3.08M
|
93.2K
$19.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-16.8K- 98.96% |
$2.81M - $3.08M
|
177
$37K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-17.1KClosed |
$2.85M - $3.13M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 9.06% |
$2.85M - $3.13M
|
172K
$35.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17.2K- 93.21% |
$2.88M - $3.16M
|
1.26K
$262K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.7K- 88.83% |
$2.95M - $3.24M
|
2.22K
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.8K- 2.77% |
$3.31M - $3.63M
|
696K
$145M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.9K- 11.26% |
$3.33M - $3.66M
|
157K
$32.8M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-21.6KClosed |
$3.62M - $3.97M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-21.9K- 14.36% |
$3.65M - $4.01M
|
130K
$27.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-23.2KClosed |
$3.88M - $4.25M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-24K- 98.32% |
$4M - $4.39M
|
410
$85.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-24.1K- 93.74% |
$4.03M - $4.42M
|
1.61K
$336K
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-24.6K- 83.6% |
$4.11M - $4.51M
|
4.83K
$1.01M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-25.8KClosed |
$4.31M - $4.73M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-25.8KClosed |
$4.31M - $4.73M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.8K- 50.18% |
$4.31M - $4.73M
|
25.6K
$5.35M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-26.9K- 74.83% |
$4.49M - $4.93M
|
9.05K
$1.89M
|
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-27.1K- 82.61% |
$4.52M - $4.97M
|
5.7K
$1.19M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-28KClosed |
$4.68M - $5.14M
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-31.4K- 65.98% |
$5.24M - $5.75M
|
16.2K
$3.38M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-32.6KClosed |
$5.44M - $5.97M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-33.8KClosed |
$5.65M - $6.2M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-35.8K- 46.52% |
$5.98M - $6.57M
|
41.2K
$8.59M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35.9K- 32.2% |
$6M - $6.59M
|
75.6K
$15.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-36KClosed |
$6.01M - $6.6M
|
0
$0
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-40.6K- 62.98% |
$6.78M - $7.44M
|
23.9K
$4.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43.6K- 4.41% |
$7.28M - $7.99M
|
945K
$197M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-44KClosed |
$7.35M - $8.07M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.1K- 72.67% |
$8.36M - $9.18M
|
18.8K
$3.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-52.7K- 14.38% |
$8.8M - $9.66M
|
314K
$65.5M
|