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 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-56.5K- 31.95% |
$9.43M - $10.4M
|
120K
$25.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-57.5K- 84.26% |
$9.61M - $10.5M
|
10.7K
$2.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-57.6KClosed |
$9.61M - $10.6M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-59.1K- 72.72% |
$9.87M - $10.8M
|
22.2K
$4.65M
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-62.9KClosed |
$10.5M - $11.5M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-69K- 9.59% |
$11.5M - $12.7M
|
651K
$136M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-72.4K- 96.24% |
$12.1M - $13.3M
|
2.83K
$593K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-82.7K- 90.26% |
$13.8M - $15.2M
|
8.93K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-83.7K- 7.3% |
$14M - $15.3M
|
1.06M
$223M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-84.1K- 19.09% |
$14.1M - $15.4M
|
357K
$74.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-84.7K- 84.91% |
$14.1M - $15.5M
|
15.1K
$3.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-90.3KClosed |
$15.1M - $16.6M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-94.5KClosed |
$15.8M - $17.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-107K- 7.59% |
$17.8M - $19.6M
|
1.3M
$273M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-129K- 27.08% |
$21.6M - $23.7M
|
348K
$73M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-133K- 56.5% |
$22.3M - $24.5M
|
103K
$21.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-136K- 91.49% |
$22.7M - $25M
|
12.7K
$2.66M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-137K- 62.23% |
$22.9M - $25.2M
|
83.2K
$17.5M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-162K- 99.99% |
$27M - $29.7M
|
12
$2.52K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-181K- 34.72% |
$30.2M - $33.1M
|
340K
$71.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-291KClosed |
$48.6M - $53.3M
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-323K- 98.08% |
$54M - $59.3M
|
6.33K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-350K- 87.49% |
$58.4M - $64.1M
|
50K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-412K- 26.32% |
$68.9M - $75.6M
|
1.15M
$242M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-468K- 15.42% |
$78.2M - $85.8M
|
2.57M
$539M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-519K- 23.01% |
$86.7M - $95.2M
|
1.74M
$364M
|
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
SELL
|
- |
-596K- 98.07% |
$99.5M - $109M
|
11.7K
$2.46M
|