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 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21K+ 14.39% |
$3.5M - $3.84M
|
167K
$34.8M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.9K+ 76.98% |
$3.49M - $3.83M
|
48K
$10M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.1K+ 47.66% |
$3.36M - $3.69M
|
62.4K
$13M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
19.9K+ 25.28% |
$3.32M - $3.65M
|
98.6K
$20.6M
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
19.8K+ 1072.41% |
$3.3M - $3.63M
|
21.6K
$4.52M
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
18.9KNew |
$3.16M - $3.47M
|
18.9K
$3.95M
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
18.5K+ 626.09% |
$3.09M - $3.39M
|
21.5K
$4.48M
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
17.5K+ 321.56% |
$2.93M - $3.21M
|
23K
$4.8M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.1KNew |
$2.85M - $3.13M
|
17.1K
$3.57M
|
|
Nov 16, 2021
Q3 2021
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.4K+ 75.17% |
$2.74M - $3.01M
|
38.2K
$7.98M
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
15.2KNew |
$2.54M - $2.79M
|
15.2K
$3.17M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.5K+ 22.0% |
$2.42M - $2.66M
|
80.4K
$16.8M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4K+ 43.99% |
$2.41M - $2.64M
|
47.2K
$9.85M
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
13.5K+ 3.75% |
$2.25M - $2.47M
|
372K
$77.7M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.2K+ 21.18% |
$2.2M - $2.42M
|
75.5K
$15.8M
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
12.7K+ 3.31% |
$2.12M - $2.33M
|
396K
$82.7M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.5KNew |
$2.08M - $2.29M
|
12.5K
$2.61M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
12.3K+ 2.91% |
$2.05M - $2.26M
|
434K
$90.7M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.9K+ 347.13% |
$1.99M - $2.18M
|
15.3K
$3.2M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.9K+ 4.55% |
$1.98M - $2.18M
|
273K
$57M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
11.4K+ 92.18% |
$1.91M - $2.09M
|
23.8K
$4.97M
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
11.3K+ 6.7% |
$1.89M - $2.08M
|
180K
$37.7M
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11KNew |
$1.84M - $2.02M
|
11K
$2.3M
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
10.7KNew |
$1.79M - $1.96M
|
10.7K
$2.24M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10.5KNew |
$1.76M - $1.93M
|
10.5K
$2.2M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 3.52% |
$1.75M - $1.93M
|
309K
$64.5M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.5K+ 23.47% |
$1.75M - $1.92M
|
55.1K
$11.5M
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
10.2K+ 618.92% |
$1.7M - $1.87M
|
11.8K
$2.47M
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
9.85K+ 6.43% |
$1.64M - $1.81M
|
163K
$34M
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
9.26K+ 5.49% |
$1.55M - $1.7M
|
178K
$37.1M
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
9.01K+ 35.72% |
$1.51M - $1.65M
|
34.2K
$7.15M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.96K+ 3.62% |
$1.5M - $1.64M
|
257K
$53.6M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
8.87K+ 15.9% |
$1.48M - $1.63M
|
64.6K
$13.5M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
8.3K+ 80.13% |
$1.39M - $1.52M
|
18.7K
$3.9M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
8.2K+ 22.63% |
$1.37M - $1.5M
|
44.4K
$9.28M
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
7.79K+ 4.61% |
$1.3M - $1.43M
|
177K
$36.9M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.28K+ 17.01% |
$1.22M - $1.34M
|
50.1K
$10.5M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
7.08KNew |
$1.18M - $1.3M
|
7.08K
$1.48M
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
6.72K+ 1.16% |
$1.12M - $1.23M
|
587K
$123M
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.55K+ 4.3% |
$1.09M - $1.2M
|
159K
$33.2M
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.31KNew |
$1.05M - $1.16M
|
6.31K
$1.32M
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.16K+ 3.63% |
$1.03M - $1.13M
|
176K
$36.7M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.97KNew |
$997K - $1.09M
|
5.97K
$1.25M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.81K+ 12.09% |
$971K - $1.07M
|
53.9K
$11.3M
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
5.7K+ 3.17% |
$953K - $1.05M
|
185K
$38.7M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.63K+ 15.3% |
$940K - $1.03M
|
42.4K
$8.85M
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.11K+ 4.55% |
$853K - $937K
|
117K
$24.5M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.09K+ 89.84% |
$850K - $934K
|
10.8K
$2.25M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.09K+ 89.84% |
$850K - $934K
|
10.8K
$2.25M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.95KNew |
$826K - $907K
|
4.95K
$1.03M
|