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 09, 2021
Q3 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.74K+ 1.43% |
$291K - $319K
|
123K
$25.8M
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.7K+ 2.51% |
$284K - $312K
|
69.3K
$14.5M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.57K+ 2.96% |
$263K - $289K
|
54.8K
$11.5M
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.54K+ 1.88% |
$257K - $282K
|
83.5K
$17.5M
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.5K+ 9.25% |
$251K - $276K
|
17.8K
$3.72M
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.47KNew |
$246K - $270K
|
1.47K
$308K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
1.4K+ 350.0% |
$234K - $257K
|
1.8K
$378K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.4KNew |
$233K - $256K
|
1.4K
$293K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.39KNew |
$232K - $255K
|
1.39K
$292K
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.39K+ 108.19% |
$232K - $254K
|
2.67K
$560K
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.38KNew |
$230K - $253K
|
1.38K
$289K
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
1.38KNew |
$230K - $252K
|
1.38K
$289K
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 2.01% |
$220K - $241K
|
66.7K
$14M
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.31K+ 1.23% |
$219K - $241K
|
109K
$22.8M
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.3K+ 18.31% |
$217K - $238K
|
8.4K
$1.76M
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
1.28K+ 8.62% |
$213K - $234K
|
16.1K
$3.38M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
1.24K+ 68.61% |
$206K - $226K
|
3.04K
$637K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.21K+ 5.63% |
$202K - $222K
|
22.7K
$4.76M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.2KNew |
$200K - $220K
|
1.2K
$252K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.15K+ 3.7% |
$192K - $211K
|
32.2K
$6.76M
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.12KNew |
$186K - $204K
|
1.12K
$234K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11KNew |
$185K - $203K
|
1.11K
$232K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.1K+ 11.6% |
$184K - $202K
|
10.6K
$2.23M
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.08K+ 12.34% |
$180K - $198K
|
9.8K
$2.06M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.01K+ 6.37% |
$168K - $185K
|
16.8K
$3.53M
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
988+ 33.24% |
$165K - $181K
|
3.96K
$831K
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
944+ 1.48% |
$158K - $173K
|
64.8K
$13.6M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
937New |
$156K - $172K
|
937
$197K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
930New |
$155K - $171K
|
930
$195K
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
928+ 1.45% |
$155K - $170K
|
65.1K
$13.7M
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
905+ 24.26% |
$151K - $166K
|
4.64K
$972K
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
896+ 55.86% |
$150K - $164K
|
2.5K
$524K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
889+ 98.78% |
$148K - $163K
|
1.79K
$375K
|
|
Nov 02, 2021
Q3 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
885+ 1.01% |
$148K - $162K
|
88.6K
$18.6M
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
850+ 1.7% |
$142K - $156K
|
50.9K
$10.7M
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
807+ 9.52% |
$135K - $148K
|
9.28K
$1.95M
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
778+ 1.35% |
$130K - $143K
|
58.3K
$12.2M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
770+ 23.31% |
$129K - $141K
|
4.07K
$854K
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
760+ 5.05% |
$127K - $139K
|
15.8K
$3.32M
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
728+ 5.42% |
$122K - $134K
|
14.2K
$2.97M
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
716+ 26.84% |
$120K - $131K
|
3.38K
$710K
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
708+ 10.44% |
$118K - $130K
|
7.49K
$1.57M
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
689+ 20.97% |
$115K - $126K
|
3.97K
$834K
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
BUY
|
- |
657+ 0.35% |
$110K - $120K
|
189K
$39.6M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
655+ 2112.9% |
$109K - $120K
|
686
$144K
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
651+ 1.52% |
$109K - $119K
|
43.6K
$9.14M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
642New |
$107K - $118K
|
642
$135K
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
637+ 0.66% |
$106K - $117K
|
96.4K
$20.2M
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
604+ 5.19% |
$101K - $111K
|
12.3K
$2.57M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
560+ 3.09% |
$93.5K - $103K
|
18.7K
$3.91M
|