Purchases and Sales Made in Q3 2021 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Oct 14, 2021 Q3 2021
Newfound Research LLC

BUY
 -
4.71K
+ 19.39%
$787K - $864K
29K $6.08M
Nov 09, 2021 Q3 2021
Sensible Financial Planning & Management, Llc.

BUY
 -
4.65K
+ 6.26%
$777K - $853K
78.9K $16.6M
Nov 15, 2021 Q3 2021
Y Intercept (Hong Kong) LTD

BUY
 -
4.63K
New
$773K - $849K
4.63K $971K
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
4.46K
+ 1163.19%
$744K - $817K
4.84K $1.01M
Oct 08, 2021 Q3 2021
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
4.44K
+ 1.85%
$741K - $813K
244K $51.1M
Oct 07, 2021 Q3 2021
Anderson Hoagland & CO

BUY
 -
4.41K
+ 13.11%
$736K - $809K
38K $7.98M
Jul 24, 2024 Q3 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4.38K
+ 18.54%
$731K - $802K
28K $5.87M
Oct 12, 2021 Q3 2021
Tennessee Valley Asset Management Partners

BUY
 -
4.26K
New
$711K - $780K
4.26K $892K
Oct 26, 2021 Q3 2021
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
4.25K
New
$710K - $780K
4.25K $892K
Oct 20, 2021 Q3 2021
Royal Fund Management, LLC

BUY
 -
4.25K
+ 10.4%
$710K - $779K
45.1K $9.46M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
4.14K
+ 0.82%
$691K - $759K
509K $107M
Oct 28, 2021 Q3 2021
M&T Bank Corp

BUY
 -
4.11K
+ 6.81%
$687K - $754K
64.5K $13.5M
Nov 15, 2021 Q3 2021
Foster Group, Inc.

BUY
 -
4.07K
+ 33.04%
$680K - $747K
16.4K $3.44M
Nov 12, 2021 Q3 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.91K
New
$653K - $716K
3.91K $819K
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
BUY
 -
3.9K
+ 66.27%
$652K - $716K
9.8K $2.05M
Dec 10, 2021 Q3 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
3.67K
+ 4.27%
$613K - $673K
89.6K $18.8M
Nov 08, 2021 Q3 2021
Madrona Financial Services, LLC

BUY
 -
3.63K
+ 3.89%
$606K - $665K
96.8K $20.3M
Nov 12, 2021 Q3 2021
Meridian Wealth Advisors, LLC

BUY
 -
3.6K
+ 5.74%
$602K - $661K
66.4K $13.9M
Nov 01, 2021 Q3 2021
Wall Capital Group, Inc.

BUY
 -
3.5K
+ 0.99%
$584K - $642K
358K $75.1M
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.35K
+ 21.11%
$560K - $615K
19.2K $4.03M
Nov 15, 2021 Q3 2021
Betterment LLC

New York, NY
BUY
 -
3.34K
+ 127.83%
$559K - $613K
5.96K $1.25M
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.24K
+ 2.46%
$540K - $593K
135K $28.2M
Oct 20, 2021 Q3 2021
Detalus Advisors, LLC

BUY
 -
3.12K
+ 4.88%
$522K - $573K
67.2K $14.1M
Oct 25, 2021 Q3 2021
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
3.08K
+ 27.05%
$514K - $564K
14.5K $3.03M
Oct 25, 2021 Q3 2021
Tillar Wenstrup Advisors, LLC

BUY
 -
3.08K
+ 4.65%
$514K - $564K
69.2K $14.5M
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
3.04K
+ 4.21%
$508K - $557K
75.3K $15.8M
Oct 21, 2021 Q3 2021
Ls Investment Advisors, LLC

BUY
 -
3.03K
+ 4.83%
$507K - $556K
65.8K $13.8M
Nov 12, 2021 Q3 2021
Lee Financial CO

Dallas, TX
BUY
 -
2.97K
+ 2.31%
$496K - $544K
131K $27.6M
May 10, 2024 Q3 2021
V2 Financial Group LLC

Naperville, IL
BUY
 -
2.81K
+ 77.84%
$469K - $515K
6.42K $1.35M
Nov 15, 2021 Q3 2021
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
2.79K
New
$466K - $511K
2.79K $585K
Nov 09, 2021 Q3 2021
Sawtooth Solutions, LLC

BUY
 -
2.72K
+ 103.1%
$455K - $500K
5.37K $1.13M
Nov 03, 2021 Q3 2021
Sepio Capital, LP

BUY
 -
2.68K
+ 25.9%
$448K - $492K
13K $2.73M
Nov 10, 2021 Q3 2021
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
2.66K
New
$444K - $487K
2.66K $557K
Nov 12, 2021 Q3 2021
Van Hulzen Asset Management, LLC

BUY
 -
2.59K
+ 6.28%
$433K - $476K
43.9K $9.2M
Oct 21, 2021 Q3 2021
First American Trust, Fsb

BUY
 -
2.54K
New
$424K - $465K
2.54K $532K
Oct 18, 2021 Q3 2021
Monumental Financial Group Inc.

BUY
 -
2.49K
+ 6.78%
$415K - $456K
39.2K $8.21M
Nov 15, 2021 Q3 2021
1832 Asset Management L.P.

Toronto, A6
BUY
 -
2.44K
+ 5.59%
$408K - $447K
46.1K $9.67M
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.42K
New
$404K - $443K
2.42K $507K
Nov 15, 2021 Q3 2021
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
2.36K
+ 3.29%
$395K - $434K
74.3K $15.6M
Nov 15, 2021 Q3 2021
Lion Street Advisors, LLC

BUY
 -
2.31K
New
$385K - $423K
2.31K $484K
Nov 09, 2021 Q3 2021
Empire Life Investments Inc.

BUY
 -
2.3K
+ 14.41%
$384K - $422K
18.3K $3.83M
Oct 29, 2021 Q3 2021
Financial Life Advisors

BUY
 -
2.18K
+ 6.1%
$364K - $400K
37.9K $7.95M
Nov 05, 2021 Q3 2021
Calton & Associates, Inc.

BUY
 -
2.1K
+ 33.87%
$351K - $385K
8.31K $1.74M
Oct 19, 2021 Q3 2021
Professional Financial Advisors, LLC

BUY
 -
2.06K
+ 6.38%
$345K - $378K
34.4K $7.21M
Nov 12, 2021 Q3 2021
Glenview Trust CO

Louisville, KY
BUY
 -
2.03K
+ 2.3%
$338K - $371K
90K $18.9M
Nov 04, 2021 Q3 2021
Independent Wealth Network Inc.

BUY
 -
1.99K
New
$332K - $364K
1.99K $417K
Oct 13, 2021 Q3 2021
Ayalon Insurance Comp Ltd.

BUY
 -
1.86K
+ 38.65%
$310K - $340K
6.66K $1.4M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.79K
+ 4.81%
$300K - $329K
39.1K $8.21M
Nov 12, 2021 Q3 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
1.74K
+ 30.43%
$291K - $320K
7.47K $1.57M

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